|
1176
|
CPWM LLC
Seattle,
Washington
|
$1.68M
|
+$44K
|
+1,393
|
+3%
|
|
|
1177
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.68M
|
-$3.35K
|
-106
|
-0.2%
|
|
|
1178
|
Westport Resources Management
Westport,
Connecticut
|
$1.67M
|
-$3.68M
|
-116,422
|
-68%
|
|
|
1179
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$1.67M
|
-$1.07K
|
-34
|
-0.1%
|
|
|
1180
|
Edge Wealth Management
New York
|
$1.67M
|
-$5.07M
|
-160,410
|
-75%
|
|
|
1181
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.67M
|
+$128K
|
+4,042
|
+8%
|
|
|
1182
|
Saddle Road Partners
Omaha,
Nebraska
|
$1.67M
|
–
|
–
|
–
|
|
|
1183
|
Doheny Asset Management
Los Angeles,
California
|
$1.67M
|
–
|
–
|
–
|
|
|
1184
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$1.67M
|
+$245K
|
+7,736
|
+17%
|
|
|
1185
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.65M
|
-$151K
|
-4,786
|
-8%
|
|
|
1186
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$1.65M
|
-$97.9K
|
-3,099
|
-5%
|
|
|
1187
|
Partnervest Advisory Services
Santa Barbara,
California
|
$1.64M
|
+$20.4K
|
+646
|
+1%
|
|
|
1188
|
Investment Counsel
Petoskey,
Michigan
|
$1.63M
|
+$40.7K
|
+1,287
|
+2%
|
|
|
1189
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$1.63M
|
+$837K
|
+26,480
|
+99%
|
|
|
1190
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.63M
|
-$16.9K
|
-534
|
-1%
|
|
|
1191
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$1.62M
|
–
|
–
|
–
|
|
|
1192
|
American Assets Investment Management
San Diego,
California
|
$1.62M
|
–
|
–
|
–
|
|
|
1193
|
Princeton Capital Management
Red Bank,
New Jersey
|
$1.62M
|
-$204K
|
-6,442
|
-11%
|
|
|
1194
|
Monroe Bank & Trust
Monroe,
Michigan
|
$1.61M
|
+$50.8K
|
+1,606
|
+3%
|
|
|
1195
|
Oakworth Capital
Birmingham,
Alabama
|
$1.61M
|
+$98.7K
|
+3,124
|
+6%
|
|
|
1196
|
SOL Capital Management
Rockville,
Maryland
|
$1.61M
|
-$65.6K
|
-2,076
|
-4%
|
|
|
1197
|
|
$1.61M
|
+$72.1K
|
+2,281
|
+5%
|
|
|
1198
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.6M
|
-$86.2K
|
-2,727
|
-5%
|
|
|
1199
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.6M
|
+$292K
|
+9,237
|
+21%
|
|
|
1200
|
Forte Capital
Rochester,
New York
|
$1.6M
|
+$203K
|
+6,417
|
+14%
|
|
