|
1251
|
Appleton Partners
Boston,
Massachusetts
|
$2.96M
|
+$78.8K
|
+363
|
+3%
|
|
|
1252
|
Dodge & Cox
San Francisco,
California
|
$2.94M
|
–
|
–
|
–
|
|
|
1253
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.94M
|
-$38K
|
-175
|
-1%
|
|
|
1254
|
Mitchell Capital Management
Leawood,
Kansas
|
$2.93M
|
+$207K
|
+955
|
+8%
|
|
|
1255
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.92M
|
+$2.8M
|
+12,915
|
New
|
|
|
1256
|
Pavion Blue Capital
Newport Beach,
California
|
$2.92M
|
+$2.8M
|
+12,901
|
New
|
|
|
1257
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$2.92M
|
-$3.26K
|
-15
|
-0.1%
|
|
|
1258
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$2.91M
|
–
|
–
|
–
|
|
|
1259
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$2.91M
|
+$268K
|
+1,235
|
+11%
|
|
|
1260
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.9M
|
-$90.3K
|
-416
|
-3%
|
|
|
1261
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$2.9M
|
+$1.5M
|
+6,900
|
+117%
|
|
|
1262
|
Pathstone Family Office
Englewood,
New Jersey
|
$2.89M
|
+$121K
|
+558
|
+5%
|
|
|
1263
|
Tompkins Financial
Ithaca,
New York
|
$2.89M
|
+$82.7K
|
+381
|
+3%
|
|
|
1264
|
Freedom Day Solutions
Houston,
Texas
|
$2.89M
|
-$42.6K
|
-196
|
-2%
|
|
|
1265
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.87M
|
-$13.5K
|
-62
|
-0.5%
|
|
|
1266
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.87M
|
-$706K
|
-3,250
|
-20%
|
|
|
1267
|
Squar Milner Financial Services
Irvine,
California
|
$2.86M
|
+$746K
|
+3,437
|
+37%
|
|
|
1268
|
Summit Trail Advisors
New York
|
$2.86M
|
+$779K
|
+3,586
|
+40%
|
|
|
1269
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$2.85M
|
+$16.3K
|
+75
|
+0.6%
|
|
|
1270
|
Park Avenue Securities
New York
|
$2.85M
|
+$251K
|
+1,158
|
+10%
|
|
|
1271
|
Advisory Research
Chicago,
Illinois
|
$2.84M
|
+$139K
|
+642
|
+5%
|
|
|
1272
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.83M
|
-$47.8K
|
-220
|
-2%
|
|
|
1273
|
Clarity Wealth Advisors
San Jose,
California
|
$2.83M
|
+$2.71M
|
+12,485
|
New
|
|
|
1274
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$2.83M
|
-$1.56M
|
-7,200
|
-37%
|
|
|
1275
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$2.82M
|
-$190K
|
-877
|
-7%
|
|
