|
1401
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$1.22M
|
-$147K
|
-2,927
|
-10%
|
|
|
1402
|
State Street
Boston,
Massachusetts
|
$1.22M
|
-$3.99M
|
-79,510
|
-76%
|
|
|
1403
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$1.21M
|
-$56.2K
|
-1,120
|
-4%
|
|
|
1404
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$1.21M
|
–
|
–
|
–
|
|
|
1405
|
Optimist Retirement Group
Bellevue,
Washington
|
$1.21M
|
-$9.79K
|
-195
|
-0.8%
|
|
|
1406
|
Summit Global Investments
Bountiful,
Utah
|
$1.21M
|
-$12.2K
|
-242
|
-0.9%
|
|
|
1407
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.21M
|
-$49.6K
|
-988
|
-4%
|
|
|
1408
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$1.21M
|
-$1.41K
|
-28
|
-0.1%
|
|
|
1409
|
Prosperity Planning
Kansas City,
Missouri
|
$1.21M
|
+$28.5K
|
+568
|
+2%
|
|
|
1410
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$1.21M
|
-$1.33M
|
-26,553
|
-51%
|
|
|
1411
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$1.2M
|
+$1.26M
|
+25,136
|
New
|
|
|
1412
|
Stevens Capital Partners
Omaha,
Nebraska
|
$1.2M
|
+$40.8K
|
+813
|
+3%
|
|
|
1413
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$1.2M
|
+$67.3K
|
+1,340
|
+6%
|
|
|
1414
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.19M
|
-$39.6K
|
-789
|
-3%
|
|
|
1415
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$1.19M
|
-$8.94K
|
-178
|
-0.7%
|
|
|
1416
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.19M
|
+$41K
|
+817
|
+3%
|
|
|
1417
|
InTrack Investment Management
South Burlington,
Vermont
|
$1.19M
|
-$311K
|
-6,200
|
-20%
|
|
|
1418
|
Platform Technology Partners
New York
|
$1.18M
|
+$258K
|
+5,135
|
+26%
|
|
|
1419
|
Aristotle Capital Management
Los Angeles,
California
|
$1.18M
|
+$954K
|
+19,000
|
+333%
|
|
|
1420
|
Bridgewater Advisors
New York
|
$1.18M
|
+$54.8K
|
+1,092
|
+5%
|
|
|
1421
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$1.18M
|
+$228K
|
+4,534
|
+23%
|
|
|
1422
|
Everhart Financial Group
Dublin,
Ohio
|
$1.18M
|
-$43K
|
-856
|
-3%
|
|
|
1423
|
Plan A Wealth
Lincoln,
Nebraska
|
$1.18M
|
+$1.24M
|
+24,630
|
New
|
|
|
1424
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.17M
|
+$23.6K
|
+470
|
+2%
|
|
|
1425
|
IMA Advisory Services
Denver,
Colorado
|
$1.17M
|
+$1.23M
|
+24,546
|
New
|
|
