|
1401
|
Harbour Investment Management
Edmonds,
Washington
|
$1.01M
|
–
|
–
|
–
|
|
|
1402
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.01M
|
-$85.5K
|
-3,013
|
-8%
|
|
|
1403
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1M
|
-$486K
|
-17,114
|
-34%
|
|
|
1404
|
American Asset Management
Boca Raton,
Florida
|
$1M
|
+$119K
|
+4,201
|
+14%
|
|
|
1405
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1M
|
-$3.31M
|
-116,482
|
-77%
|
|
|
1406
|
Fagan Associates
Troy,
New York
|
$1M
|
-$143K
|
-5,024
|
-13%
|
|
|
1407
|
Northstar Investment Advisors
Denver,
Colorado
|
$1M
|
-$86.1K
|
-3,033
|
-8%
|
|
|
1408
|
Phocas Financial Corp
Alameda,
California
|
$1M
|
–
|
–
|
–
|
|
|
1409
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$991K
|
+$150K
|
+5,289
|
+19%
|
|
|
1410
|
Arrow Financial
Glens Falls,
New York
|
$989K
|
-$14.9K
|
-524
|
-2%
|
|
|
1411
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$988K
|
+$49.6K
|
+1,748
|
+5%
|
|
|
1412
|
Accredited Investors
Edina,
Minnesota
|
$987K
|
+$438K
|
+15,413
|
+86%
|
|
|
1413
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$987K
|
+$588K
|
+20,728
|
+164%
|
|
|
1414
|
Krilogy Financial
St. Louis,
Missouri
|
$981K
|
+$11.2K
|
+396
|
+1%
|
|
|
1415
|
Family Legacy Inc
Greenville,
South Carolina
|
$980K
|
-$471K
|
-16,590
|
-33%
|
|
|
1416
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$980K
|
-$314K
|
-11,054
|
-25%
|
|
|
1417
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$980K
|
+$319K
|
+11,223
|
+51%
|
|
|
1418
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$968K
|
-$12.8K
|
-450
|
-1%
|
|
|
1419
|
|
$960K
|
-$3.84M
|
-135,172
|
-81%
|
|
|
1420
|
Chilton Capital Management
Houston,
Texas
|
$960K
|
-$97.2K
|
-3,424
|
-10%
|
|
|
1421
|
C WorldWide Group
Copenhagen,
Denmark
|
$947K
|
–
|
–
|
–
|
|
|
1422
|
Capital Bank & Trust
Irvine,
California
|
$946K
|
+$25.9K
|
+914
|
+3%
|
|
|
1423
|
Inverness Counsel
New York
|
$945K
|
+$38.8K
|
+1,368
|
+4%
|
|
|
1424
|
Middleton & Co
Boston,
Massachusetts
|
$941K
|
+$65.7K
|
+2,315
|
+8%
|
|
|
1425
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$940K
|
-$526K
|
-18,536
|
-37%
|
|
