|
1701
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$22.7M
|
-$1.03M
|
-4,596
|
-5%
|
|
|
1702
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$22.7M
|
-$5.01M
|
-22,424
|
-19%
|
|
|
1703
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$22.7M
|
-$17.6K
|
-79
|
-0.1%
|
|
|
1704
|
Perkins Coie Trust Company
Seattle,
Washington
|
$22.7M
|
-$429K
|
-1,919
|
-2%
|
|
|
1705
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$22.7M
|
-$435K
|
-1,948
|
-2%
|
|
|
1706
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$22.6M
|
+$1.79M
|
+8,006
|
+9%
|
|
|
1707
|
|
$22.6M
|
-$145K
|
-648
|
-0.7%
|
|
|
1708
|
Bay Colony Advisors
Concord,
Massachusetts
|
$22.5M
|
+$109K
|
+490
|
+0.5%
|
|
|
1709
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$22.5M
|
-$41.1K
|
-184
|
-0.2%
|
|
|
1710
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$22.5M
|
+$879K
|
+3,935
|
+4%
|
|
|
1711
|
Insight Advisors
Newtown,
Pennsylvania
|
$22.5M
|
-$699K
|
-3,130
|
-3%
|
|
|
1712
|
Zuckerman Investment Group
Chicago,
Illinois
|
$22.5M
|
+$475K
|
+2,129
|
+2%
|
|
|
1713
|
Meridian Wealth Advisors
Austin,
Texas
|
$22.5M
|
-$730K
|
-3,268
|
-3%
|
|
|
1714
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$22.4M
|
-$278K
|
-1,243
|
-1%
|
|
|
1715
|
CenterBook Partners
Greenwich,
Connecticut
|
$22.4M
|
+$8.84M
|
+39,585
|
+70%
|
|
|
1716
|
HFR Wealth Management
Niskayuna,
New York
|
$22.4M
|
-$8.93K
|
-40
|
-0%
|
|
|
1717
|
Elyxium Wealth
San Mateo,
California
|
$22.4M
|
+$21.4M
|
+96,014
|
New
|
|
|
1718
|
BFSG LLC
Irvine,
California
|
$22.3M
|
-$437K
|
-1,959
|
-2%
|
|
|
1719
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$22.3M
|
-$250K
|
-1,120
|
-1%
|
|
|
1720
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$22.3M
|
-$573K
|
-2,565
|
-3%
|
|
|
1721
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$22.2M
|
+$1.11M
|
+4,985
|
+6%
|
|
|
1722
|
Montis Financial
Waltham,
Massachusetts
|
$22.2M
|
-$1.62M
|
-7,245
|
-7%
|
|
|
1723
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$22.2M
|
-$2.61M
|
-11,671
|
-11%
|
|
|
1724
|
Vantage Wealth
Pasadena,
California
|
$22.2M
|
-$1.63M
|
-7,297
|
-7%
|
|
|
1725
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$22.1M
|
+$508K
|
+2,276
|
+2%
|
|
