|
1401
|
Clearstead Trust
Portland,
Maine
|
$4.04M
|
+$601K
|
+5,162
|
+17%
|
|
|
1402
|
|
$4.03M
|
-$1.17K
|
-10
|
-0%
|
|
|
1403
|
American Assets Inc
San Diego,
California
|
$4.03M
|
–
|
–
|
–
|
|
|
1404
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$4.03M
|
+$208K
|
+1,784
|
+5%
|
|
|
1405
|
Belvedere Trading
Chicago,
Illinois
|
$4.03M
|
+$4.07M
|
+34,972
|
New
|
|
|
1406
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$4.01M
|
-$59.9K
|
-514
|
-1%
|
|
|
1407
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.01M
|
-$338K
|
-2,900
|
-8%
|
|
|
1408
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$3.98M
|
-$888K
|
-7,626
|
-18%
|
|
|
1409
|
IMA Advisory Services
Denver,
Colorado
|
$3.96M
|
+$4.01M
|
+34,405
|
New
|
|
|
1410
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$3.96M
|
+$181K
|
+1,552
|
+5%
|
|
|
1411
|
Cardiff Park Advisors
Carlsbad,
California
|
$3.96M
|
+$1.04M
|
+8,928
|
+35%
|
|
|
1412
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$3.96M
|
-$384K
|
-3,300
|
-9%
|
|
|
1413
|
Holt Capital Partners
Fort Worth,
Texas
|
$3.95M
|
+$2.94M
|
+25,217
|
+277%
|
|
|
1414
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$3.94M
|
-$515K
|
-4,422
|
-11%
|
|
|
1415
|
Titleist Asset Management
San Antonio,
Texas
|
$3.94M
|
+$2.2M
|
+18,848
|
+123%
|
|
|
1416
|
CRA Financial Services
Northfield,
New Jersey
|
$3.93M
|
+$52.2K
|
+448
|
+1%
|
|
|
1417
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$3.92M
|
+$49.5K
|
+425
|
+1%
|
|
|
1418
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$3.91M
|
-$150K
|
-1,284
|
-4%
|
|
|
1419
|
TwinBeech Capital
Purchase,
New York
|
$3.91M
|
+$3.96M
|
+33,960
|
New
|
|
|
1420
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$3.89M
|
-$214K
|
-1,838
|
-5%
|
|
|
1421
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.88M
|
+$472K
|
+4,053
|
+14%
|
|
|
1422
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.87M
|
+$368K
|
+3,160
|
+10%
|
|
|
1423
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$3.87M
|
-$183K
|
-1,575
|
-4%
|
|
|
1424
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.86M
|
+$258K
|
+2,217
|
+7%
|
|
|
1425
|
|
$3.85M
|
+$823K
|
+7,068
|
+27%
|
|
