|
901
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.66M
|
-$416K
|
-5,268
|
-20%
|
|
|
902
|
Martin & Co
Knoxville,
Tennessee
|
$1.65M
|
+$55.3K
|
+700
|
+4%
|
|
|
903
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$1.65M
|
+$342K
|
+4,325
|
+27%
|
|
|
904
|
Ferris Capital
Marlborough,
Massachusetts
|
$1.64M
|
+$1.61M
|
+20,372
|
New
|
|
|
905
|
Abbot Financial Management
Andover,
Massachusetts
|
$1.63M
|
+$1.6M
|
+20,308
|
New
|
|
|
906
|
SII Investments
Appleton,
Wisconsin
|
$1.63M
|
+$35K
|
+443
|
+2%
|
|
|
907
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1.62M
|
-$28.7K
|
-363
|
-2%
|
|
|
908
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.61M
|
+$109K
|
+1,375
|
+7%
|
|
|
909
|
Community Bank
Dewitt,
New York
|
$1.61M
|
+$108K
|
+1,362
|
+7%
|
|
|
910
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.6M
|
-$79.4K
|
-1,005
|
-5%
|
|
|
911
|
Kalos Management
Alpharetta,
Georgia
|
$1.59M
|
+$69.2K
|
+876
|
+5%
|
|
|
912
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$1.59M
|
–
|
–
|
–
|
|
|
913
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1.59M
|
+$17K
|
+215
|
+1%
|
|
|
914
|
Capital City Trust
Tallahassee,
Florida
|
$1.59M
|
-$61.6K
|
-780
|
-4%
|
|
|
915
|
Ensemble Capital Management
San Francisco,
California
|
$1.58M
|
-$242K
|
-3,070
|
-13%
|
|
|
916
|
West Oak Capital
Westlake Village,
California
|
$1.58M
|
+$7.11K
|
+90
|
+0.5%
|
|
|
917
|
Rikoon Group
Santa Fe,
New Mexico
|
$1.58M
|
+$537K
|
+6,799
|
+53%
|
|
|
918
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.57M
|
+$9.95K
|
+126
|
+0.6%
|
|
|
919
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.57M
|
-$5.69M
|
-72,025
|
-79%
|
|
|
920
|
GS Investments
Minneapolis,
Minnesota
|
$1.57M
|
+$1.54M
|
+19,505
|
New
|
|
|
921
|
Bollard Group
Boston,
Massachusetts
|
$1.56M
|
+$1.97K
|
+25
|
+0.1%
|
|
|
922
|
Cetera Advisors
Denver,
Colorado
|
$1.56M
|
-$48.6K
|
-616
|
-3%
|
|
|
923
|
High Pointe Capital Management
Chicago,
Illinois
|
$1.54M
|
+$3.16K
|
+40
|
+0.2%
|
|
|
924
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.54M
|
+$492K
|
+6,226
|
+48%
|
|
|
925
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.53M
|
-$71.5K
|
-905
|
-5%
|
|
