|
1051
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.8M
|
–
|
–
|
–
|
|
|
1052
|
Morningstar Investment Management
Chicago,
Illinois
|
$1.79M
|
+$1.79M
|
+5,820
|
New
|
|
|
1053
|
Nvest Financial
Portsmouth,
New Hampshire
|
$1.79M
|
+$308K
|
+1,004
|
+21%
|
|
|
1054
|
Checchi Capital Advisers
Beverly Hills,
California
|
$1.79M
|
-$65.7K
|
-214
|
-4%
|
|
|
1055
|
Exchange Bank
Santa Rosa,
California
|
$1.79M
|
–
|
–
|
–
|
|
|
1056
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$1.79M
|
-$127K
|
-414
|
-7%
|
|
|
1057
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$1.79M
|
-$95.8K
|
-312
|
-5%
|
|
|
1058
|
Moors & Cabot
Boston,
Massachusetts
|
$1.78M
|
-$59.3K
|
-193
|
-3%
|
|
|
1059
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.78M
|
+$109K
|
+354
|
+7%
|
|
|
1060
|
Nicholson Wealth Management Group
Charlestown,
South Carolina
|
$1.78M
|
+$33.8K
|
+110
|
+2%
|
|
|
1061
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.77M
|
-$69.7K
|
-227
|
-4%
|
|
|
1062
|
Vinva Investment Management
Sydney,
Australia
|
$1.77M
|
+$1.79M
|
+5,840
|
New
|
|
|
1063
|
Qtron Investments
Boston,
Massachusetts
|
$1.77M
|
–
|
–
|
–
|
|
|
1064
|
Trueblood Wealth Management
Lima,
Ohio
|
$1.76M
|
+$39.6K
|
+129
|
+2%
|
|
|
1065
|
Belpointe Asset Management
Reno,
Nevada
|
$1.76M
|
+$174K
|
+567
|
+11%
|
|
|
1066
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.76M
|
-$94.6K
|
-308
|
-5%
|
|
|
1067
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.76M
|
-$2.46K
|
-8
|
-0.1%
|
|
|
1068
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.75M
|
-$6.14K
|
-20
|
-0.4%
|
|
|
1069
|
North Star Asset Management
Neenah,
Wisconsin
|
$1.74M
|
–
|
–
|
–
|
|
|
1070
|
1858 Wealth Management
Akron,
Ohio
|
$1.74M
|
-$92.1K
|
-300
|
-5%
|
|
|
1071
|
Naples Global Advisors
Naples,
Florida
|
$1.74M
|
+$341K
|
+1,111
|
+25%
|
|
|
1072
|
|
$1.74M
|
+$13.2K
|
+43
|
+0.8%
|
|
|
1073
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1.73M
|
-$25.8K
|
-84
|
-1%
|
|
|
1074
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$1.73M
|
-$115K
|
-375
|
-6%
|
|
|
1075
|
|
$1.72M
|
-$3.55M
|
-11,550
|
-67%
|
|
