|
1301
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.17M
|
+$5.17K
|
+47
|
+0.5%
|
|
|
1302
|
M Holdings Securities
Portland,
Oregon
|
$1.14M
|
-$22.5K
|
-204
|
-2%
|
|
|
1303
|
Valley Wealth Managers
Paramus,
New Jersey
|
$1.14M
|
-$226K
|
-2,053
|
-17%
|
|
|
1304
|
Lido Advisors
Los Angeles,
California
|
$1.14M
|
-$31.7K
|
-288
|
-3%
|
|
|
1305
|
Foster & Motley
Cincinnati,
Ohio
|
$1.14M
|
-$316K
|
-2,874
|
-22%
|
|
|
1306
|
First Merchants Corp
Muncie,
Indiana
|
$1.13M
|
-$149K
|
-1,350
|
-12%
|
|
|
1307
|
IPG Investment Advisors
San Diego,
California
|
$1.12M
|
-$177K
|
-1,604
|
-14%
|
|
|
1308
|
GAM Systematic
Cambridge,
United Kingdom
|
$1.12M
|
+$1.03M
|
+9,338
|
+1,732%
|
|
|
1309
|
Ascent Wealth Partners
New Hartford,
New York
|
$1.12M
|
-$171K
|
-1,556
|
-14%
|
|
|
1310
|
Duncker Streett & Co
St. Louis,
Missouri
|
$1.12M
|
+$21.4K
|
+194
|
+2%
|
|
|
1311
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.11M
|
-$182K
|
-1,651
|
-14%
|
|
|
1312
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.11M
|
+$89K
|
+808
|
+9%
|
|
|
1313
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$1.11M
|
-$153K
|
-1,392
|
-13%
|
|
|
1314
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.11M
|
-$42.8K
|
-389
|
-4%
|
|
|
1315
|
Stewart & Patten Company
Lafayette,
California
|
$1.1M
|
+$363K
|
+3,298
|
+51%
|
|
|
1316
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$1.1M
|
+$38.5K
|
+350
|
+4%
|
|
|
1317
|
First Bankers Trust
Louisville,
Kentucky
|
$1.09M
|
-$118K
|
-1,076
|
-10%
|
|
|
1318
|
CPWM LLC
Seattle,
Washington
|
$1.09M
|
-$556K
|
-5,053
|
-35%
|
|
|
1319
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.08M
|
+$247K
|
+2,246
|
+31%
|
|
|
1320
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.07M
|
-$11K
|
-100
|
-1%
|
|
|
1321
|
Auxier Asset Management
Aurora,
Oregon
|
$1.07M
|
+$8.81K
|
+80
|
+0.9%
|
|
|
1322
|
Confluence Wealth Management
Portland,
Oregon
|
$1.06M
|
-$155K
|
-1,404
|
-13%
|
|
|
1323
|
Chatham Capital Group
Savannah,
Georgia
|
$1.06M
|
-$13.2K
|
-120
|
-1%
|
|
|
1324
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$1.06M
|
+$30.9K
|
+281
|
+3%
|
|
|
1325
|
SignatureFD
Atlanta,
Georgia
|
$1.06M
|
+$62.9K
|
+571
|
+7%
|
|
