|
1001
|
Del-Sette Capital Management
Schenectady,
New York
|
$1.17M
|
–
|
–
|
–
|
|
|
1002
|
Forte Asset Management
Bedford,
New York
|
$1.17M
|
-$149K
|
-1,850
|
-11%
|
|
|
1003
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$1.17M
|
+$5.08K
|
+63
|
+0.4%
|
|
|
1004
|
Towerpoint Wealth
Sacramento,
California
|
$1.16M
|
-$4.43K
|
-55
|
-0.4%
|
|
|
1005
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.16M
|
+$41.1K
|
+510
|
+4%
|
|
|
1006
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1.16M
|
+$51.7K
|
+641
|
+5%
|
|
|
1007
|
Members Trust
Tampa,
Florida
|
$1.15M
|
+$118K
|
+1,464
|
+12%
|
|
|
1008
|
Valued Retirements
Houston,
Texas
|
$1.15M
|
–
|
–
|
–
|
|
|
1009
|
Apella Capital
West Hartford,
Connecticut
|
$1.15M
|
+$442K
|
+5,487
|
+60%
|
|
|
1010
|
Paladin Advisory Group
Clive,
Iowa
|
$1.15M
|
-$91.9K
|
-1,140
|
-8%
|
|
|
1011
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$1.14M
|
-$160K
|
-1,980
|
-12%
|
|
|
1012
|
Aspen Capital Management
Boise,
Idaho
|
$1.14M
|
+$1.13M
|
+14,000
|
New
|
|
|
1013
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$1.13M
|
–
|
–
|
–
|
|
|
1014
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.13M
|
+$19.7K
|
+245
|
+2%
|
|
|
1015
|
First Merchants Corp
Muncie,
Indiana
|
$1.12M
|
–
|
–
|
–
|
|
|
1016
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.12M
|
-$6.37K
|
-79
|
-0.6%
|
|
|
1017
|
Chapin Davis
Baltimore,
Maryland
|
$1.12M
|
-$25.9K
|
-321
|
-2%
|
|
|
1018
|
German American Bancorp
Jasper,
Indiana
|
$1.11M
|
–
|
–
|
–
|
|
|
1019
|
Red Tortoise LLC
Atlanta,
Georgia
|
$1.11M
|
–
|
–
|
–
|
|
|
1020
|
Eagle Global Advisors
Houston,
Texas
|
$1.11M
|
-$717K
|
-8,900
|
-40%
|
|
|
1021
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.11M
|
+$26.8K
|
+332
|
+3%
|
|
|
1022
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.09M
|
-$26.7K
|
-331
|
-2%
|
|
|
1023
|
Bank of Marin
Novato,
California
|
$1.09M
|
-$883K
|
-10,950
|
-45%
|
|
|
1024
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.09M
|
+$186K
|
+2,313
|
+21%
|
|
|
1025
|
Avity Investment Management
Greenwich,
Connecticut
|
$1.09M
|
+$216K
|
+2,686
|
+25%
|
|
