|
1301
|
Eley Financial Management
South Burlington,
Vermont
|
$5.2M
|
+$44.7K
|
+45
|
+0.9%
|
|
|
1302
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$5.2M
|
-$189K
|
-190
|
-3%
|
|
|
1303
|
Mirador Capital Partners
Pleasanton,
California
|
$5.19M
|
+$82.5K
|
+83
|
+2%
|
|
|
1304
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$5.19M
|
+$46.7K
|
+47
|
+0.9%
|
|
|
1305
|
Trivant Custom Portfolio Group
San Diego,
California
|
$5.18M
|
-$59.6K
|
-60
|
-1%
|
|
|
1306
|
Financial Engines Advisors
Santa Clara,
California
|
$5.18M
|
+$1.03M
|
+1,039
|
+25%
|
|
|
1307
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$5.16M
|
-$22.9K
|
-23
|
-0.4%
|
|
|
1308
|
Level Four Advisory Services
Dallas,
Texas
|
$5.15M
|
-$296K
|
-298
|
-5%
|
|
|
1309
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$5.15M
|
+$5.96K
|
+6
|
+0.1%
|
|
|
1310
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$5.11M
|
+$2.66M
|
+2,675
|
+100%
|
|
|
1311
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.1M
|
+$994
|
+1
|
+0%
|
|
|
1312
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$5.1M
|
-$5.26M
|
-5,296
|
-51%
|
|
|
1313
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$5.09M
|
-$196K
|
-197
|
-4%
|
|
|
1314
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$5.09M
|
+$323K
|
+325
|
+7%
|
|
|
1315
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$5.08M
|
-$44.7K
|
-45
|
-0.9%
|
|
|
1316
|
Savvy Advisors Inc
New York
|
$5.07M
|
+$1.02M
|
+1,026
|
+25%
|
|
|
1317
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$5.07M
|
+$5.09M
|
+5,124
|
New
|
|
|
1318
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$5.07M
|
-$16.9K
|
-17
|
-0.3%
|
|
|
1319
|
Liberty One Investment Management
Libertyville,
Illinois
|
$5.07M
|
-$399K
|
-401
|
-7%
|
|
|
1320
|
Brueske Advisory Services
Bellevue,
Washington
|
$5.07M
|
+$3.98K
|
+4
|
+0.1%
|
|
|
1321
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$5.06M
|
-$163K
|
-164
|
-3%
|
|
|
1322
|
GM Advisory Group
Melville,
New York
|
$5.06M
|
+$1.38M
|
+1,392
|
+37%
|
|
|
1323
|
SageView Advisory Group
Newport Beach,
California
|
$5.06M
|
+$77.5K
|
+78
|
+1%
|
|
|
1324
|
Sargent Investment Group
Bethesda,
Maryland
|
$5.05M
|
-$45.7K
|
-46
|
-0.9%
|
|
|
1325
|
Argus Investors Counsel
New York
|
$5.05M
|
-$742K
|
-747
|
-13%
|
|
