|
1501
|
Wernau Asset Management
Gloucester,
Massachusetts
|
$1.06M
|
+$2K
|
+34
|
+0.2%
|
|
|
1502
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.06M
|
+$33.2K
|
+565
|
+3%
|
|
|
1503
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.06M
|
-$700K
|
-11,910
|
-40%
|
|
|
1504
|
Westmount Partners
Los Angeles,
California
|
$1.05M
|
+$264K
|
+4,495
|
+34%
|
|
|
1505
|
NBH Bank
Greenwood Village,
Colorado
|
$1.05M
|
+$1.04M
|
+17,644
|
New
|
|
|
1506
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.05M
|
-$75.1K
|
-1,277
|
-7%
|
|
|
1507
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1.05M
|
+$25.4K
|
+433
|
+3%
|
|
|
1508
|
Platform Technology Partners
New York
|
$1.05M
|
+$72.6K
|
+1,236
|
+8%
|
|
|
1509
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.05M
|
-$10.9K
|
-185
|
-1%
|
|
|
1510
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.05M
|
-$36K
|
-612
|
-3%
|
|
|
1511
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.05M
|
+$143K
|
+2,440
|
+16%
|
|
|
1512
|
Neuberger Berman Group
New York
|
$1.04M
|
-$293K
|
-4,984
|
-22%
|
|
|
1513
|
Kaizen Financial Strategies
Campbell,
California
|
$1.04M
|
+$1.12K
|
+19
|
+0.1%
|
|
|
1514
|
Parkside Investments
Deerfield,
Illinois
|
$1.04M
|
–
|
–
|
–
|
|
|
1515
|
National Wealth Management Group
Cincinnati,
Ohio
|
$1.04M
|
+$1.02M
|
+17,378
|
New
|
|
|
1516
|
Mairs & Power Inc
St Paul,
Minnesota
|
$1.04M
|
-$186K
|
-3,160
|
-15%
|
|
|
1517
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.04M
|
-$3.64K
|
-62
|
-0.4%
|
|
|
1518
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$1.04M
|
-$294
|
-5
|
-0%
|
|
|
1519
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$1.03M
|
-$300K
|
-5,100
|
-23%
|
|
|
1520
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.03M
|
-$3.53K
|
-60
|
-0.3%
|
|
|
1521
|
Sidoxia Capital Management
Newport Beach,
California
|
$1.03M
|
+$12.6K
|
+215
|
+1%
|
|
|
1522
|
Sovran Advisors
San Diego,
California
|
$1.03M
|
-$92.9K
|
-1,581
|
-8%
|
|
|
1523
|
Essex Financial Services
Essex,
Connecticut
|
$1.02M
|
-$79.3K
|
-1,349
|
-7%
|
|
|
1524
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$1.02M
|
+$32.1K
|
+546
|
+3%
|
|
|
1525
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.02M
|
+$150K
|
+2,553
|
+18%
|
|
