|
1876
|
Algert Global
San Francisco,
California
|
$1.79M
|
+$1.71M
|
+14,320
|
New
|
|
|
1877
|
Cerity Partners OCIO
New York
|
$1.79M
|
-$57.2K
|
-480
|
-3%
|
|
|
1878
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$1.79M
|
-$150K
|
-1,260
|
-8%
|
|
|
1879
|
Family Capital Trust
Peabody,
Massachusetts
|
$1.79M
|
-$16.7K
|
-140
|
-1%
|
|
|
1880
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.79M
|
–
|
–
|
–
|
|
|
1881
|
Graypoint LLC
Albany,
New York
|
$1.79M
|
-$28.6K
|
-240
|
-2%
|
|
|
1882
|
Oxford Financial Group
Carmel,
Indiana
|
$1.78M
|
+$162K
|
+1,360
|
+11%
|
|
|
1883
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.78M
|
+$31K
|
+260
|
+2%
|
|
|
1884
|
Optiver Holding
Amsterdam,
Netherlands
|
$1.78M
|
–
|
–
|
–
|
|
|
1885
|
Park National Corp
Newark,
Ohio
|
$1.77M
|
-$76.3K
|
-640
|
-4%
|
|
|
1886
|
Delos Wealth Advisors
Dallas,
Texas
|
$1.77M
|
+$1.69M
|
+14,160
|
New
|
|
|
1887
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.77M
|
+$11.9K
|
+100
|
+0.7%
|
|
|
1888
|
Great Diamond Partners
Portland,
Maine
|
$1.76M
|
+$42.9K
|
+360
|
+3%
|
|
|
1889
|
Stonnington Group
Pasadena,
California
|
$1.76M
|
-$11.9K
|
-100
|
-0.7%
|
|
|
1890
|
New England Research & Management
Chicago,
Illinois
|
$1.76M
|
–
|
–
|
–
|
|
|
1891
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$1.75M
|
–
|
–
|
–
|
|
|
1892
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.75M
|
+$9.54K
|
+80
|
+0.6%
|
|
|
1893
|
First National Bank of South Miami
South Miami,
Florida
|
$1.75M
|
+$28.6K
|
+240
|
+2%
|
|
|
1894
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.75M
|
-$11.9K
|
-100
|
-0.7%
|
|
|
1895
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$1.75M
|
–
|
–
|
–
|
|
|
1896
|
Jeereddi Investments
Los Angeles,
California
|
$1.74M
|
-$729K
|
-6,120
|
-31%
|
|
|
1897
|
E&G Advisors
Houston,
Texas
|
$1.74M
|
-$1.72M
|
-14,420
|
Closed
|
|
|
1898
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.74M
|
+$9.54K
|
+80
|
+0.6%
|
|
|
1899
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$1.73M
|
-$50.1K
|
-420
|
-3%
|
|
|
1900
|
4J Wealth Management
Alexandria,
Virginia
|
$1.73M
|
+$4.77K
|
+40
|
+0.3%
|
|
