|
1051
|
Evercore Wealth Management
New York
|
$1.99M
|
+$51.6K
|
+1,793
|
+3%
|
|
|
1052
|
Hourglass Capital
Houston,
Texas
|
$1.98M
|
–
|
–
|
–
|
|
|
1053
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.98M
|
+$374K
|
+13,019
|
+24%
|
|
|
1054
|
Poehling Capital Management
Madison,
Wisconsin
|
$1.97M
|
-$145K
|
-5,030
|
-7%
|
|
|
1055
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.96M
|
-$127K
|
-4,415
|
-6%
|
|
|
1056
|
Windsor Creek Advisors
Bethel,
Vermont
|
$1.96M
|
+$10.9K
|
+378
|
+0.6%
|
|
|
1057
|
|
$1.96M
|
-$37.8K
|
-1,314
|
-2%
|
|
|
1058
|
Birmingham Capital Management
Birmingham,
Alabama
|
$1.96M
|
-$5.75K
|
-200
|
-0.3%
|
|
|
1059
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.95M
|
+$316K
|
+10,988
|
+20%
|
|
|
1060
|
Lafayette Investments
Ashton,
Maryland
|
$1.94M
|
-$7.13K
|
-248
|
-0.4%
|
|
|
1061
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.94M
|
+$868K
|
+30,182
|
+84%
|
|
|
1062
|
Grove Bank & Trust
Miami,
Florida
|
$1.92M
|
+$394K
|
+13,698
|
+26%
|
|
|
1063
|
Holderness Investments Company
Greensboro,
North Carolina
|
$1.92M
|
+$46.2K
|
+1,606
|
+3%
|
|
|
1064
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$1.92M
|
+$8.71K
|
+303
|
+0.5%
|
|
|
1065
|
Brave Asset Management
Summit,
New Jersey
|
$1.92M
|
+$85.2K
|
+2,963
|
+5%
|
|
|
1066
|
Pegasus Asset Management
Montebello,
New York
|
$1.9M
|
+$7.04K
|
+245
|
+0.4%
|
|
|
1067
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$1.89M
|
-$490K
|
-17,036
|
-20%
|
|
|
1068
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.88M
|
+$22.8K
|
+794
|
+1%
|
|
|
1069
|
Hartford Financial Management
Hartford,
Connecticut
|
$1.88M
|
+$67.9K
|
+2,361
|
+4%
|
|
|
1070
|
Credit Agricole
Montrouge Cedex,
France
|
$1.88M
|
-$409K
|
-14,220
|
-18%
|
|
|
1071
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.88M
|
-$47.1K
|
-1,639
|
-2%
|
|
|
1072
|
NTV Asset Management
Charleston,
West Virginia
|
$1.87M
|
–
|
–
|
–
|
|
|
1073
|
Welch Group
Birmingham,
Alabama
|
$1.87M
|
–
|
–
|
–
|
|
|
1074
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.87M
|
-$195K
|
-6,776
|
-10%
|
|
|
1075
|
GW & Wade
Wellesley,
Massachusetts
|
$1.86M
|
-$12.2K
|
-425
|
-0.7%
|
|
