|
1101
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$268K
|
-$41K
|
-1,000
|
-13%
|
|
|
1102
|
Asset Dedication LLC
San Francisco,
California
|
$267K
|
-$182K
|
-4,430
|
-40%
|
|
|
1103
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$266K
|
-$10.4M
|
-254,193
|
-98%
|
|
|
1104
|
Williams Jones Wealth Management
New York
|
$266K
|
-$369
|
-9
|
-0.1%
|
|
|
1105
|
Peterson Wealth Advisors
Orem,
Utah
|
$263K
|
+$264K
|
+6,426
|
New
|
|
|
1106
|
NBT Bank
Norwich,
New York
|
$257K
|
–
|
–
|
–
|
|
|
1107
|
Argent Advisors
Monroe,
Louisiana
|
$256K
|
-$193K
|
-4,709
|
-43%
|
|
|
1108
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$255K
|
-$3.98M
|
-96,912
|
-94%
|
|
|
1109
|
Kings Point Capital Management
Great Neck,
New York
|
$253K
|
–
|
–
|
–
|
|
|
1110
|
Aristotle Capital Management
Los Angeles,
California
|
$252K
|
–
|
–
|
–
|
|
|
1111
|
S&CO Inc
Boston,
Massachusetts
|
$252K
|
–
|
–
|
–
|
|
|
1112
|
McNaughton Wealth Management
San Diego,
California
|
$251K
|
-$26K
|
-634
|
-9%
|
|
|
1113
|
Seelaus Asset Management
Chatham,
New Jersey
|
$251K
|
-$11.4K
|
-279
|
-4%
|
|
|
1114
|
Burney Company
Reston,
Virginia
|
$251K
|
+$252K
|
+6,141
|
New
|
|
|
1115
|
KCM Investment Advisors
Greenbrae,
California
|
$250K
|
–
|
–
|
–
|
|
|
1116
|
3D Asset Management
Hartford,
Connecticut
|
$250K
|
+$251K
|
+6,122
|
New
|
|
|
1117
|
Advisornet Financial
Minnetonka,
Minnesota
|
$249K
|
-$514K
|
-12,530
|
-67%
|
|
|
1118
|
Moors & Cabot
Boston,
Massachusetts
|
$249K
|
-$32.5K
|
-792
|
-12%
|
|
|
1119
|
Client 1st Advisory Group
Dunedin,
Florida
|
$249K
|
–
|
–
|
–
|
|
|
1120
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$249K
|
+$410
|
+10
|
+0.2%
|
|
|
1121
|
GM Advisory Group
Melville,
New York
|
$248K
|
-$148K
|
-3,613
|
-37%
|
|
|
1122
|
Webster Bank
Waterbury,
Connecticut
|
$248K
|
–
|
–
|
–
|
|
|
1123
|
Lincoln Capital
Lincoln,
Nebraska
|
$247K
|
+$4.68K
|
+114
|
+2%
|
|
|
1124
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$247K
|
+$248K
|
+6,047
|
New
|
|
|
1125
|
Bay Colony Advisors
Concord,
Massachusetts
|
$246K
|
+$574
|
+14
|
+0.2%
|
|
