|
601
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.22M
|
+$265K
|
+3,956
|
+26%
|
|
|
602
|
Martingale Asset Management
Boston,
Massachusetts
|
$1.21M
|
+$514K
|
+7,662
|
+68%
|
|
|
603
|
Belpointe Asset Management
Reno,
Nevada
|
$1.2M
|
+$554K
|
+8,265
|
+99%
|
|
|
604
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.2M
|
-$3.35K
|
-50
|
-0.3%
|
|
|
605
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.2M
|
+$42K
|
+626
|
+3%
|
|
|
606
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.2M
|
+$76.5K
|
+1,140
|
+6%
|
|
|
607
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$1.19M
|
+$103K
|
+1,541
|
+9%
|
|
|
608
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.19M
|
-$25.2K
|
-375
|
-2%
|
|
|
609
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$1.19M
|
+$166K
|
+2,473
|
+15%
|
|
|
610
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.18M
|
-$207K
|
-3,088
|
-14%
|
|
|
611
|
Intellectus Partners
San Francisco,
California
|
$1.18M
|
-$7.11K
|
-106
|
-0.6%
|
|
|
612
|
Everence Capital Management
Goshen,
Indiana
|
$1.18M
|
+$51.7K
|
+770
|
+4%
|
|
|
613
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.17M
|
-$7.11K
|
-106
|
-0.6%
|
|
|
614
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$1.17M
|
–
|
–
|
–
|
|
|
615
|
Financial Perspectives
Minneapolis,
Minnesota
|
$1.16M
|
–
|
–
|
–
|
|
|
616
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$1.15M
|
-$155K
|
-2,316
|
-11%
|
|
|
617
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.15M
|
-$22.1K
|
-329
|
-2%
|
|
|
618
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$1.15M
|
-$8.45K
|
-126
|
-0.6%
|
|
|
619
|
Allworth Financial
Folsom,
California
|
$1.15M
|
+$102K
|
+1,519
|
+9%
|
|
|
620
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.15M
|
–
|
–
|
–
|
|
|
621
|
Quilter Plc
London,
United Kingdom
|
$1.14M
|
-$367K
|
-5,465
|
-23%
|
|
|
622
|
Ritholtz Wealth Management
New York
|
$1.14M
|
-$335K
|
-4,988
|
-22%
|
|
|
623
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$1.14M
|
-$10.8K
|
-161
|
-0.9%
|
|
|
624
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$1.13M
|
+$46.5K
|
+693
|
+4%
|
|
|
625
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.13M
|
+$4.29K
|
+64
|
+0.4%
|
|
