|
1401
|
Cozad Asset Management
Champaign,
Illinois
|
$638K
|
–
|
–
|
–
|
|
|
1402
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$635K
|
+$19.8K
|
+178
|
+4%
|
|
|
1403
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$633K
|
–
|
–
|
–
|
|
|
1404
|
Woodstock Corp
Boston,
Massachusetts
|
$633K
|
–
|
–
|
–
|
|
|
1405
|
Burling Wealth Partners
Chicago,
Illinois
|
$631K
|
–
|
–
|
–
|
|
|
1406
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$630K
|
+$666
|
+6
|
+0.1%
|
|
|
1407
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$627K
|
-$54.4K
|
-490
|
-9%
|
|
|
1408
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$626K
|
-$461K
|
-4,154
|
-46%
|
|
|
1409
|
Bellecapital
Zurich,
Switzerland
|
$626K
|
–
|
–
|
–
|
|
|
1410
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$626K
|
+$7.77K
|
+70
|
+1%
|
|
|
1411
|
My Personal CFO LLC
Vancouver,
Washington
|
$625K
|
-$222K
|
-2,000
|
-29%
|
|
|
1412
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$624K
|
-$65.7K
|
-592
|
-11%
|
|
|
1413
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$622K
|
–
|
–
|
–
|
|
|
1414
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$622K
|
+$160K
|
+1,446
|
+42%
|
|
|
1415
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$620K
|
–
|
–
|
–
|
|
|
1416
|
WealthPLAN Partners
Omaha,
Nebraska
|
$620K
|
+$182K
|
+1,636
|
+50%
|
|
|
1417
|
Goelzer Investment Management
Carmel,
Indiana
|
$618K
|
-$48.8K
|
-440
|
-8%
|
|
|
1418
|
Avalon Trust
Santa Fe,
New Mexico
|
$618K
|
+$222K
|
+2,000
|
+69%
|
|
|
1419
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$618K
|
-$42.2K
|
-380
|
-7%
|
|
|
1420
|
Wellington Shields & Co
New York
|
$616K
|
–
|
–
|
–
|
|
|
1421
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$614K
|
+$25.5K
|
+230
|
+5%
|
|
|
1422
|
XTX Topco
George Town,
Cayman Islands
|
$613K
|
-$125K
|
-1,126
|
-19%
|
|
|
1423
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$609K
|
+$249K
|
+2,240
|
+87%
|
|
|
1424
|
Root Financial Partners
Encinitas,
California
|
$609K
|
+$155K
|
+1,396
|
+41%
|
|
|
1425
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$608K
|
–
|
–
|
–
|
|
