|
801
|
Fiduciary Planning
Englewood,
Florida
|
$1.14M
|
+$87.9K
|
+154
|
+8%
|
|
|
802
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.13M
|
+$9.7K
|
+17
|
+0.9%
|
|
|
803
|
Weatherly Asset Management
Del Mar,
California
|
$1.13M
|
+$12.6K
|
+22
|
+1%
|
|
|
804
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$1.13M
|
–
|
–
|
–
|
|
|
805
|
Cohen Klingenstein
New York
|
$1.13M
|
–
|
–
|
–
|
|
|
806
|
Trellus Management Company
Delray Beach,
Florida
|
$1.13M
|
–
|
–
|
–
|
|
|
807
|
IMS Capital Management
Portland,
Oregon
|
$1.13M
|
+$93K
|
+163
|
+9%
|
|
|
808
|
Rational Advisors
Huntington,
New York
|
$1.12M
|
-$193K
|
-339
|
-15%
|
|
|
809
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.12M
|
-$45.6K
|
-80
|
-4%
|
|
|
810
|
Coastline Trust
Providence,
Rhode Island
|
$1.12M
|
-$305K
|
-535
|
-21%
|
|
|
811
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$1.12M
|
+$38.2K
|
+67
|
+3%
|
|
|
812
|
Profund Advisors
Bethesda,
Maryland
|
$1.12M
|
-$205K
|
-360
|
-15%
|
|
|
813
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$1.11M
|
+$2.85K
|
+5
|
+0.3%
|
|
|
814
|
Phoenix Financial
Givatayim,
Israel
|
$1.09M
|
-$207K
|
-362
|
-15%
|
|
|
815
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.09M
|
–
|
–
|
–
|
|
|
816
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.08M
|
-$71.3K
|
-125
|
-6%
|
|
|
817
|
Cottage Street Advisors
Marion,
Massachusetts
|
$1.08M
|
+$18.8K
|
+33
|
+2%
|
|
|
818
|
Means Investment Company
Bangor,
Maine
|
$1.08M
|
+$291K
|
+510
|
+45%
|
|
|
819
|
Manchester Capital Management
Manchester,
Vermont
|
$1.07M
|
–
|
–
|
–
|
|
|
820
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.07M
|
-$2.85K
|
-5
|
-0.3%
|
|
|
821
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$1.07M
|
-$11.4K
|
-20
|
-1%
|
|
|
822
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.06M
|
+$571
|
+1
|
+0.1%
|
|
|
823
|
Yorktown Management & Research Company
Forest,
Virginia
|
$1.06M
|
+$20K
|
+35
|
+2%
|
|
|
824
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.06M
|
+$69K
|
+121
|
+8%
|
|
|
825
|
USA Financial Formulas
Ada,
Michigan
|
$1.06M
|
+$1.07M
|
+1,871
|
+18,710%
|
|
