|
851
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.84M
|
+$726K
|
+3,170
|
+64%
|
|
|
852
|
|
$1.83M
|
+$326K
|
+1,424
|
+21%
|
|
|
853
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.82M
|
+$11K
|
+48
|
+0.6%
|
|
|
854
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.82M
|
+$405K
|
+1,768
|
+28%
|
|
|
855
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1.81M
|
+$91.6K
|
+400
|
+5%
|
|
|
856
|
Slow Capital
Greenbrae,
California
|
$1.8M
|
-$26.8K
|
-117
|
-1%
|
|
|
857
|
Bank of Stockton
Stockton,
California
|
$1.8M
|
-$35.7K
|
-156
|
-2%
|
|
|
858
|
Neumann Capital Management
Foster City,
California
|
$1.79M
|
-$57.3K
|
-250
|
-3%
|
|
|
859
|
St. Johns Investment Management
Jacksonville,
Florida
|
$1.78M
|
+$22.2K
|
+97
|
+1%
|
|
|
860
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.78M
|
+$429K
|
+1,873
|
+31%
|
|
|
861
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.77M
|
+$295K
|
+1,287
|
+20%
|
|
|
862
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.77M
|
+$116K
|
+506
|
+7%
|
|
|
863
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.77M
|
-$29.5K
|
-129
|
-2%
|
|
|
864
|
Centaurus Financial
Anaheim,
California
|
$1.77M
|
-$39.9K
|
-174
|
-2%
|
|
|
865
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.75M
|
+$1.78M
|
+7,764
|
New
|
|
|
866
|
Intrust Bank
Wichita,
Kansas
|
$1.73M
|
-$138K
|
-601
|
-7%
|
|
|
867
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.73M
|
+$6.41K
|
+28
|
+0.4%
|
|
|
868
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$1.71M
|
–
|
–
|
–
|
|
|
869
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.71M
|
-$30K
|
-131
|
-2%
|
|
|
870
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$1.7M
|
+$53.8K
|
+235
|
+3%
|
|
|
871
|
Roundview Capital
Princeton,
New Jersey
|
$1.7M
|
-$30K
|
-131
|
-2%
|
|
|
872
|
Simmons Bank
Pine Bluff,
Arkansas
|
$1.68M
|
-$1.6K
|
-7
|
-0.1%
|
|
|
873
|
Weatherly Asset Management
Del Mar,
California
|
$1.68M
|
+$20.2K
|
+88
|
+1%
|
|
|
874
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$1.68M
|
–
|
–
|
–
|
|
|
875
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.67M
|
-$32.5K
|
-142
|
-2%
|
|
