|
1126
|
Bath Savings Trust
Bath,
Maine
|
$2.5M
|
-$2.15M
|
-5,631
|
-47%
|
|
|
1127
|
WorthPointe
La Jolla,
California
|
$2.5M
|
+$133K
|
+349
|
+6%
|
|
|
1128
|
|
$2.49M
|
+$115K
|
+300
|
+5%
|
|
|
1129
|
Tandem Financial
Greenwood Village,
Colorado
|
$2.49M
|
+$186K
|
+486
|
+5%
|
|
|
1130
|
Rebalance
Palo Alto,
California
|
$2.48M
|
-$120K
|
-314
|
-5%
|
|
|
1131
|
WealthGarden F.S.
El Segundo,
California
|
$2.48M
|
+$38.2K
|
+100
|
+2%
|
|
|
1132
|
J2 Capital Management
Troy,
Michigan
|
$2.47M
|
+$79.8K
|
+209
|
+3%
|
|
|
1133
|
Mason & Associates (California)
Los Angeles,
California
|
$2.47M
|
+$273K
|
+714
|
+13%
|
|
|
1134
|
High Note Wealth
Deephaven,
Minnesota
|
$2.47M
|
+$82.9K
|
+217
|
+4%
|
|
|
1135
|
AGF Management
Toronto,
Ontario, Canada
|
$2.46M
|
+$682K
|
+1,785
|
+40%
|
|
|
1136
|
Leavell Investment Management
Mobile,
Alabama
|
$2.46M
|
+$167K
|
+437
|
+8%
|
|
|
1137
|
Mainstream Capital Management
Los Angeles,
California
|
$2.45M
|
-$139K
|
-365
|
-6%
|
|
|
1138
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.44M
|
-$26.9M
|
-70,317
|
-92%
|
|
|
1139
|
SEI Investments
Oaks,
Pennsylvania
|
$2.44M
|
+$1.64M
|
+4,298
|
+232%
|
|
|
1140
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$2.43M
|
-$286K
|
-750
|
-11%
|
|
|
1141
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$2.43M
|
+$19.1K
|
+50
|
+0.8%
|
|
|
1142
|
Madison Wealth Partners
Madison,
Wisconsin
|
$2.42M
|
+$294K
|
+771
|
+14%
|
|
|
1143
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.42M
|
+$75.2K
|
+197
|
+3%
|
|
|
1144
|
Teucrium Investment Advisors
Burlington,
Vermont
|
$2.42M
|
+$2.33M
|
+6,108
|
New
|
|
|
1145
|
Commons Capital
Needham,
Massachusetts
|
$2.42M
|
-$168K
|
-439
|
-7%
|
|
|
1146
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$2.41M
|
+$673K
|
+1,763
|
+41%
|
|
|
1147
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$2.41M
|
+$2.32M
|
+6,074
|
New
|
|
|
1148
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$2.4M
|
-$17.9K
|
-47
|
-0.8%
|
|
|
1149
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$2.39M
|
-$6.87K
|
-18
|
-0.3%
|
|
|
1150
|
Account Management
Boxford,
Massachusetts
|
$2.39M
|
+$158K
|
+415
|
+7%
|
|
