|
1051
|
Boston Family Office
Boston,
Massachusetts
|
$675K
|
–
|
–
|
–
|
|
|
1052
|
HoyleCohen
San Diego,
California
|
$674K
|
–
|
–
|
–
|
|
|
1053
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$671K
|
-$14.6K
|
-100
|
-2%
|
|
|
1054
|
Bank of Stockton
Stockton,
California
|
$671K
|
-$183K
|
-1,255
|
-23%
|
|
|
1055
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$669K
|
+$84.5K
|
+580
|
+16%
|
|
|
1056
|
Brooklyn Investment Group
Brooklyn,
New York
|
$667K
|
-$16.7K
|
-115
|
-3%
|
|
|
1057
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$666K
|
+$11.4K
|
+78
|
+2%
|
|
|
1058
|
Clarius Group LLC
Seattle,
Washington
|
$662K
|
-$117K
|
-800
|
-16%
|
|
|
1059
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$660K
|
+$501K
|
+3,437
|
+495%
|
|
|
1060
|
Valeo Financial Advisors
Carmel,
Indiana
|
$658K
|
+$5.53K
|
+38
|
+0.9%
|
|
|
1061
|
Conning Inc
Hartford,
Connecticut
|
$655K
|
-$17.5K
|
-120
|
-3%
|
|
|
1062
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$652K
|
–
|
–
|
–
|
|
|
1063
|
Lafayette Investments
Ashton,
Maryland
|
$651K
|
–
|
–
|
–
|
|
|
1064
|
KFG Wealth Management
Granger,
Indiana
|
$651K
|
-$16.6K
|
-114
|
-3%
|
|
|
1065
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$650K
|
-$54.8K
|
-376
|
-8%
|
|
|
1066
|
Truvestments Capital
Sarasota,
Florida
|
$650K
|
+$250K
|
+1,717
|
+73%
|
|
|
1067
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$647K
|
-$21.1K
|
-145
|
-3%
|
|
|
1068
|
Quotient Wealth Partners
Dallas,
Texas
|
$647K
|
+$51.8K
|
+356
|
+10%
|
|
|
1069
|
Accent Capital Management
Centerville,
Ohio
|
$645K
|
+$28.8K
|
+198
|
+5%
|
|
|
1070
|
Northwest Bancshares
Warren,
Pennsylvania
|
$645K
|
+$218K
|
+1,495
|
+59%
|
|
|
1071
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$645K
|
–
|
–
|
–
|
|
|
1072
|
RBF Capital
San Francisco,
California
|
$639K
|
–
|
–
|
–
|
|
|
1073
|
Vista Capital Partners
Portland,
Oregon
|
$639K
|
–
|
–
|
–
|
|
|
1074
|
Lombard Odier Asset Management (USA)
New York
|
$639K
|
+$583K
|
+4,000
|
New
|
|
|
1075
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$639K
|
+$583K
|
+4,000
|
New
|
|
