|
1101
|
Spirit of America Management Corp
Syosset,
New York
|
$250K
|
-$432K
|
-5,350
|
-64%
|
|
|
1102
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$250K
|
–
|
–
|
–
|
|
|
1103
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$250K
|
–
|
–
|
–
|
|
|
1104
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$250K
|
+$129K
|
+1,601
|
+114%
|
|
|
1105
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$247K
|
-$4.36K
|
-54
|
-2%
|
|
|
1106
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$244K
|
-$188K
|
-2,330
|
-44%
|
|
|
1107
|
IMS Capital Management
Portland,
Oregon
|
$244K
|
–
|
–
|
–
|
|
|
1108
|
Scott & Selber Inc
Houston,
Texas
|
$244K
|
–
|
–
|
–
|
|
|
1109
|
Glassman Wealth Services
Vienna,
Virginia
|
$240K
|
–
|
–
|
–
|
|
|
1110
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$240K
|
–
|
–
|
–
|
|
|
1111
|
Spero-Smith Investment Advisers
Cleveland,
Ohio
|
$240K
|
–
|
–
|
–
|
|
|
1112
|
Brown Advisory Securities
Baltimore,
Maryland
|
$239K
|
+$81
|
+1
|
+0%
|
|
|
1113
|
NS Partners
London,
United Kingdom
|
$237K
|
–
|
–
|
–
|
|
|
1114
|
IRON Financial
Northbrook,
Illinois
|
$235K
|
+$17.2K
|
+213
|
+8%
|
|
|
1115
|
Nelson Capital Management
Menlo Park,
California
|
$231K
|
–
|
–
|
–
|
|
|
1116
|
Riverhead Capital Management
Wilmington,
Delaware
|
$229K
|
-$13.3M
|
-164,246
|
-98%
|
|
|
1117
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$229K
|
-$2.82K
|
-35
|
-1%
|
|
|
1118
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$229K
|
–
|
–
|
–
|
|
|
1119
|
Capital City Trust
Tallahassee,
Florida
|
$229K
|
+$28.4K
|
+352
|
+15%
|
|
|
1120
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$226K
|
–
|
–
|
–
|
|
|
1121
|
Piershale Financial Group
Barrington,
Illinois
|
$226K
|
+$161
|
+2
|
+0.1%
|
|
|
1122
|
AssetMark Inc
Concord,
California
|
$225K
|
-$789K
|
-9,773
|
-78%
|
|
|
1123
|
Boltwood Capital Management
Walnut Creek,
California
|
$224K
|
–
|
–
|
–
|
|
|
1124
|
Congress Asset Management
Boston,
Massachusetts
|
$223K
|
–
|
–
|
–
|
|
|
1125
|
Maple Capital Management
Montpelier,
Vermont
|
$222K
|
-$27.4K
|
-340
|
-11%
|
|
