|
1401
|
First United Bank & Trust
Oakland,
Maryland
|
$656K
|
-$6.04K
|
-238
|
-0.9%
|
|
|
1402
|
Needelman Asset Management
Ladera Ranch,
California
|
$655K
|
-$3.53K
|
-139
|
-0.5%
|
|
|
1403
|
BOK Financial Private Wealth
Denver,
Colorado
|
$654K
|
–
|
–
|
–
|
|
|
1404
|
Regents of the University of California
Oakland,
California
|
$652K
|
–
|
–
|
–
|
|
|
1405
|
|
$649K
|
+$54.6K
|
+2,151
|
+9%
|
|
|
1406
|
Waverly Advisors
Birmingham,
Alabama
|
$649K
|
+$146K
|
+5,768
|
+30%
|
|
|
1407
|
Parasol Investment Management
Westmont,
Illinois
|
$647K
|
-$118K
|
-4,658
|
-16%
|
|
|
1408
|
Clean Yield Group
Norwich,
Vermont
|
$645K
|
-$40.3K
|
-1,589
|
-6%
|
|
|
1409
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$645K
|
+$616K
|
+24,299
|
New
|
|
|
1410
|
Segment Wealth Management
Houston,
Texas
|
$642K
|
-$19.8K
|
-781
|
-3%
|
|
|
1411
|
Sonata Capital Group
Seattle,
Washington
|
$642K
|
-$18.5K
|
-729
|
-3%
|
|
|
1412
|
Boltwood Capital Management
Walnut Creek,
California
|
$642K
|
+$7.86K
|
+310
|
+1%
|
|
|
1413
|
FCG Advisors
Chatham,
New Jersey
|
$639K
|
+$3.88K
|
+153
|
+0.6%
|
|
|
1414
|
Whitnell & Co
Oak Brook,
Illinois
|
$634K
|
-$8.22K
|
-324
|
-1%
|
|
|
1415
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$633K
|
+$91.4K
|
+3,602
|
+17%
|
|
|
1416
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$632K
|
+$30K
|
+1,183
|
+5%
|
|
|
1417
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$632K
|
+$32.7K
|
+1,289
|
+6%
|
|
|
1418
|
|
$628K
|
-$228
|
-9
|
-0%
|
|
|
1419
|
Community Financial Services Group
Newport,
Vermont
|
$627K
|
-$83.7K
|
-3,298
|
-12%
|
|
|
1420
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$626K
|
-$3.81K
|
-150
|
-0.6%
|
|
|
1421
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$626K
|
+$238K
|
+9,400
|
+64%
|
|
|
1422
|
Cobiz Wealth
Denver,
Colorado
|
$621K
|
-$79K
|
-3,116
|
-12%
|
|
|
1423
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$620K
|
–
|
–
|
–
|
|
|
1424
|
Dean Investment Associates
Beavercreek,
Ohio
|
$619K
|
+$2.64K
|
+104
|
+0.4%
|
|
|
1425
|
Focused Wealth Management
Newburgh,
New York
|
$617K
|
+$253K
|
+9,974
|
+73%
|
|
