|
1701
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$1.49M
|
+$1.31M
|
+9,125
|
New
|
|
|
1702
|
Prudent Man Advisors
Naperville,
Illinois
|
$1.48M
|
-$22.5K
|
-157
|
-2%
|
|
|
1703
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.48M
|
+$4.02K
|
+28
|
+0.3%
|
|
|
1704
|
Herbst Group
Westport,
Connecticut
|
$1.48M
|
+$14.3K
|
+100
|
+1%
|
|
|
1705
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$1.48M
|
-$12.6K
|
-88
|
-1%
|
|
|
1706
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.48M
|
+$14.3K
|
+100
|
+1%
|
|
|
1707
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.47M
|
-$5.45K
|
-38
|
-0.4%
|
|
|
1708
|
Lyell Wealth Management
Menlo Park,
California
|
$1.47M
|
-$8.46K
|
-59
|
-0.6%
|
|
|
1709
|
Childress Capital Advisors
Houston,
Texas
|
$1.47M
|
+$323K
|
+2,252
|
+33%
|
|
|
1710
|
Needham Investment Management
New York
|
$1.47M
|
–
|
–
|
–
|
|
|
1711
|
|
$1.46M
|
+$906K
|
+6,317
|
+236%
|
|
|
1712
|
WrapManager Inc
Mill Valley,
California
|
$1.46M
|
-$319K
|
-2,221
|
-20%
|
|
|
1713
|
Journey Advisory Group
Covington,
Kentucky
|
$1.46M
|
+$296K
|
+2,064
|
+30%
|
|
|
1714
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.46M
|
+$127K
|
+883
|
+11%
|
|
|
1715
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$1.46M
|
-$219K
|
-1,528
|
-15%
|
|
|
1716
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.46M
|
+$526K
|
+3,669
|
+75%
|
|
|
1717
|
International Assets Investment Management
Orlando,
Florida
|
$1.45M
|
-$402K
|
-2,805
|
-24%
|
|
|
1718
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$1.45M
|
-$327K
|
-2,283
|
-20%
|
|
|
1719
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$1.45M
|
-$115K
|
-800
|
-8%
|
|
|
1720
|
Bellecapital
Zurich,
Switzerland
|
$1.45M
|
-$523K
|
-3,647
|
-29%
|
|
|
1721
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$1.45M
|
+$28.8K
|
+201
|
+2%
|
|
|
1722
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.45M
|
+$22.4K
|
+156
|
+2%
|
|
|
1723
|
First Western Trust Bank
Denver,
Colorado
|
$1.44M
|
+$1.25M
|
+8,722
|
New
|
|
|
1724
|
Edge Wealth Management
New York
|
$1.44M
|
+$250K
|
+1,742
|
+25%
|
|
|
1725
|
Bourgeon Capital Management
Darien,
Connecticut
|
$1.44M
|
-$60.2K
|
-420
|
-5%
|
|
