|
1101
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$320K
|
–
|
–
|
–
|
|
|
1102
|
Vigilant Capital Management
Portland,
Maine
|
$320K
|
+$5.92K
|
+24
|
+2%
|
|
|
1103
|
1ST Source Bank
South Bend,
Indiana
|
$320K
|
+$15.8K
|
+64
|
+5%
|
|
|
1104
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$320K
|
+$21.5K
|
+87
|
+7%
|
|
|
1105
|
Neville Rodie & Shaw
New York
|
$319K
|
-$43.9K
|
-178
|
-12%
|
|
|
1106
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$316K
|
–
|
–
|
–
|
|
|
1107
|
Veritas Investment Management
London,
United Kingdom
|
$315K
|
+$315K
|
+1,276
|
New
|
|
|
1108
|
Aspiriant LLC
Los Angeles,
California
|
$314K
|
-$8.15K
|
-33
|
-3%
|
|
|
1109
|
Aries Wealth Management
Portland,
Maine
|
$314K
|
+$17.8K
|
+72
|
+6%
|
|
|
1110
|
Altium Wealth Management
Purchase,
New York
|
$313K
|
+$7.65K
|
+31
|
+3%
|
|
|
1111
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$312K
|
–
|
–
|
–
|
|
|
1112
|
Financial Consulate
Hunt Valley,
Maryland
|
$311K
|
–
|
–
|
–
|
|
|
1113
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$310K
|
-$1.98K
|
-8
|
-0.6%
|
|
|
1114
|
Appleton Partners
Boston,
Massachusetts
|
$310K
|
–
|
–
|
–
|
|
|
1115
|
Sutton Wealth Advisors
Tampa,
Florida
|
$309K
|
–
|
–
|
–
|
|
|
1116
|
Tidal Investments
Milwaukee,
Wisconsin
|
$308K
|
–
|
–
|
–
|
|
|
1117
|
Csenge Advisory Group
Clearwater,
Florida
|
$305K
|
+$30.1K
|
+122
|
+11%
|
|
|
1118
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$305K
|
+$55.5K
|
+225
|
+22%
|
|
|
1119
|
Grimes & Company
Westborough,
Massachusetts
|
$304K
|
–
|
–
|
–
|
|
|
1120
|
Aristotle Capital Management
Los Angeles,
California
|
$304K
|
+$494
|
+2
|
+0.2%
|
|
|
1121
|
Parsec Financial Management
Asheville,
North Carolina
|
$301K
|
–
|
–
|
–
|
|
|
1122
|
Tiedemann Advisors
New York
|
$299K
|
+$30.1K
|
+122
|
+11%
|
|
|
1123
|
Northeast Investment Management
Boston,
Massachusetts
|
$298K
|
–
|
–
|
–
|
|
|
1124
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$297K
|
+$70.8K
|
+287
|
+31%
|
|
|
1125
|
Modera Wealth Management
Westwood,
New Jersey
|
$293K
|
+$247
|
+1
|
+0.1%
|
|
