|
1226
|
Ballentine Partners
Waltham,
Massachusetts
|
$869K
|
-$138K
|
-2,698
|
-13%
|
|
|
1227
|
Garrison Point Advisors
Walnut Creek,
California
|
$869K
|
+$966K
|
+18,855
|
New
|
|
|
1228
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$866K
|
–
|
–
|
–
|
|
|
1229
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$865K
|
-$35.8K
|
-699
|
-4%
|
|
|
1230
|
Johanson Financial Advisors
Campbell,
California
|
$851K
|
-$38.9K
|
-760
|
-4%
|
|
|
1231
|
LexAurum Advisors
Overland Park,
Kansas
|
$850K
|
+$76K
|
+1,483
|
+9%
|
|
|
1232
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$845K
|
+$182K
|
+3,553
|
+24%
|
|
|
1233
|
Freedom Investment Management
Hartford,
Connecticut
|
$845K
|
+$454K
|
+8,858
|
+93%
|
|
|
1234
|
Bank Pictet & Cie (Asia)
Singapore
|
$844K
|
-$179K
|
-3,491
|
-16%
|
|
|
1235
|
Coldstream Capital Management
Bellevue,
Washington
|
$844K
|
+$40.5K
|
+791
|
+5%
|
|
|
1236
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$844K
|
+$939K
|
+18,325
|
New
|
|
|
1237
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$841K
|
-$358K
|
-6,992
|
-28%
|
|
|
1238
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$840K
|
-$93.2K
|
-1,819
|
-9%
|
|
|
1239
|
Quantum Capital Management (California)
San Francisco,
California
|
$839K
|
-$300K
|
-5,855
|
-24%
|
|
|
1240
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$838K
|
-$10.7M
|
-208,482
|
-92%
|
|
|
1241
|
Snowden Capital Advisors
New York
|
$837K
|
+$103K
|
+2,007
|
+12%
|
|
|
1242
|
Regents of the University of California
Oakland,
California
|
$834K
|
–
|
–
|
–
|
|
|
1243
|
Middleton & Co
Boston,
Massachusetts
|
$831K
|
-$83.2K
|
-1,625
|
-8%
|
|
|
1244
|
CNB Bank
Clearfield,
Pennsylvania
|
$831K
|
+$85.4K
|
+1,668
|
+10%
|
|
|
1245
|
Israel Discount Bank of New York
New York
|
$826K
|
-$32.3K
|
-630
|
-3%
|
|
|
1246
|
Meridian Investment Counsel
Lafayette,
California
|
$825K
|
–
|
–
|
–
|
|
|
1247
|
Horizon Investments
Charlotte,
North Carolina
|
$825K
|
+$172K
|
+3,360
|
+23%
|
|
|
1248
|
Excalibur Management
Waltham,
Massachusetts
|
$823K
|
-$33.4K
|
-653
|
-4%
|
|
|
1249
|
Mraz Amerine & Associates
Modesto,
California
|
$823K
|
+$63.3K
|
+1,235
|
+7%
|
|
|
1250
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$822K
|
+$506K
|
+9,883
|
+124%
|
|
