|
801
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$701K
|
-$17.7K
|
-160
|
-3%
|
|
|
802
|
Boston Financial Management
Boston,
Massachusetts
|
$699K
|
-$26.5K
|
-240
|
-4%
|
|
|
803
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$695K
|
+$664K
|
+6,013
|
New
|
|
|
804
|
Biltmore Family Office
Charlotte,
North Carolina
|
$694K
|
–
|
–
|
–
|
|
|
805
|
Minot Wealth Management
Westwood,
Massachusetts
|
$677K
|
+$612K
|
+5,544
|
New
|
|
|
806
|
KeyBank National Association
Cleveland,
Ohio
|
$676K
|
+$156K
|
+1,414
|
+32%
|
|
|
807
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$673K
|
+$643K
|
+5,822
|
New
|
|
|
808
|
GSA Capital Partners
London,
United Kingdom
|
$652K
|
+$623K
|
+5,639
|
New
|
|
|
809
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$646K
|
–
|
–
|
–
|
|
|
810
|
Chartwell Investment Partners
Berywn,
Pennsylvania
|
$646K
|
+$617K
|
+5,589
|
New
|
|
|
811
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$642K
|
-$58.7K
|
-532
|
-9%
|
|
|
812
|
Checchi Capital Advisers
Beverly Hills,
California
|
$640K
|
-$14.5K
|
-131
|
-2%
|
|
|
813
|
Bank of Marin
Novato,
California
|
$640K
|
+$611K
|
+5,536
|
New
|
|
|
814
|
Valley Wealth Managers
Paramus,
New Jersey
|
$638K
|
-$300K
|
-2,719
|
-33%
|
|
|
815
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$635K
|
-$4.31K
|
-39
|
-0.7%
|
|
|
816
|
Grace Capital
Quincy,
Massachusetts
|
$635K
|
+$4.42K
|
+40
|
+0.7%
|
|
|
817
|
Boston Family Office
Boston,
Massachusetts
|
$632K
|
-$22.1K
|
-200
|
-4%
|
|
|
818
|
Next Financial Group
Houston,
Texas
|
$630K
|
-$107K
|
-968
|
-15%
|
|
|
819
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$620K
|
-$2.1K
|
-19
|
-0.4%
|
|
|
820
|
D.J. St. Germain
Springfield,
Massachusetts
|
$620K
|
–
|
–
|
–
|
|
|
821
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$619K
|
-$183K
|
-1,654
|
-24%
|
|
|
822
|
Private Trust Company
Cleveland,
Ohio
|
$612K
|
+$585K
|
+5,300
|
New
|
|
|
823
|
TLWM Financial
San Antonio,
Texas
|
$593K
|
-$6.29K
|
-57
|
-1%
|
|
|
824
|
Central Trust Company
Jefferson City,
Missouri
|
$588K
|
–
|
–
|
–
|
|
|
825
|
Scotia Capital
Toronto,
Ontario, Canada
|
$583K
|
+$87.1K
|
+789
|
+19%
|
|
