|
1201
|
Global Retirement Partners
San Rafael,
California
|
$1.88M
|
+$153K
|
+2,918
|
+9%
|
|
|
1202
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$1.88M
|
-$108K
|
-2,066
|
-6%
|
|
|
1203
|
Regents of the University of California
Oakland,
California
|
$1.88M
|
–
|
–
|
–
|
|
|
1204
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.87M
|
+$9.75K
|
+186
|
+0.6%
|
|
|
1205
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.87M
|
-$303K
|
-5,770
|
-15%
|
|
|
1206
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.87M
|
-$152K
|
-2,907
|
-8%
|
|
|
1207
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.87M
|
-$53.1K
|
-1,012
|
-3%
|
|
|
1208
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$1.87M
|
+$477K
|
+9,090
|
+37%
|
|
|
1209
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$1.86M
|
–
|
–
|
–
|
|
|
1210
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$1.86M
|
-$134K
|
-2,552
|
-7%
|
|
|
1211
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$1.86M
|
+$51.3K
|
+978
|
+3%
|
|
|
1212
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$1.85M
|
-$113K
|
-2,154
|
-6%
|
|
|
1213
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.85M
|
-$65.3K
|
-1,245
|
-4%
|
|
|
1214
|
IMC Chicago
Chicago,
Illinois
|
$1.84M
|
+$1.73M
|
+32,990
|
New
|
|
|
1215
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$1.84M
|
–
|
–
|
–
|
|
|
1216
|
Minot Wealth Management
Westwood,
Massachusetts
|
$1.84M
|
+$155K
|
+2,947
|
+10%
|
|
|
1217
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.84M
|
+$834K
|
+15,901
|
+93%
|
|
|
1218
|
Joel Isaacson & Co
New York
|
$1.83M
|
-$12.8K
|
-245
|
-0.7%
|
|
|
1219
|
Overbrook Management Corp
New York
|
$1.83M
|
–
|
–
|
–
|
|
|
1220
|
Valmark Advisers
Akron,
Ohio
|
$1.83M
|
+$76.6K
|
+1,461
|
+5%
|
|
|
1221
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.83M
|
-$163K
|
-3,115
|
-9%
|
|
|
1222
|
Harrell Investment Partners
Austin,
Texas
|
$1.83M
|
+$148K
|
+2,831
|
+9%
|
|
|
1223
|
Little House Capital
Braintree,
Massachusetts
|
$1.83M
|
+$1.72M
|
+32,731
|
New
|
|
|
1224
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.82M
|
-$28.3K
|
-539
|
-2%
|
|
|
1225
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.82M
|
+$404K
|
+7,701
|
+31%
|
|
