|
1401
|
Boston Family Office
Boston,
Massachusetts
|
$2.9M
|
–
|
–
|
–
|
|
|
1402
|
Horizon Investments
Charlotte,
North Carolina
|
$2.89M
|
+$1.64M
|
+29,040
|
+145%
|
|
|
1403
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$2.85M
|
+$452K
|
+8,000
|
+20%
|
|
|
1404
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$2.83M
|
+$166K
|
+2,940
|
+7%
|
|
|
1405
|
Glacier Peak Capital
Bellevue,
Washington
|
$2.83M
|
-$2.78M
|
-49,220
|
-51%
|
|
|
1406
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$2.83M
|
+$73.4K
|
+1,300
|
+3%
|
|
|
1407
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.83M
|
+$55.3K
|
+980
|
+2%
|
|
|
1408
|
Personal Capital Advisors
Redwood City,
California
|
$2.82M
|
+$122K
|
+2,160
|
+5%
|
|
|
1409
|
Centaurus Financial
Anaheim,
California
|
$2.82M
|
+$444K
|
+7,860
|
+20%
|
|
|
1410
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$2.81M
|
+$2.69M
|
+47,700
|
New
|
|
|
1411
|
Concentric Wealth Management
Lafayette,
California
|
$2.8M
|
+$65.5K
|
+1,160
|
+2%
|
|
|
1412
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$2.8M
|
+$103K
|
+1,820
|
+4%
|
|
|
1413
|
Slow Capital
Greenbrae,
California
|
$2.8M
|
-$28.2K
|
-500
|
-1%
|
|
|
1414
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.8M
|
+$116K
|
+2,060
|
+5%
|
|
|
1415
|
Fayez Sarofim & Co
Houston,
Texas
|
$2.79M
|
–
|
–
|
–
|
|
|
1416
|
CSat Investment Advisory
Detroit,
Michigan
|
$2.79M
|
-$783K
|
-13,860
|
-23%
|
|
|
1417
|
TrinityPoint Wealth
Milford,
Connecticut
|
$2.77M
|
+$152K
|
+2,700
|
+6%
|
|
|
1418
|
Kessler Investment Group
Columbus,
Indiana
|
$2.77M
|
+$63.2K
|
+1,120
|
+2%
|
|
|
1419
|
Herald Investment Management
London,
United Kingdom
|
$2.76M
|
–
|
–
|
–
|
|
|
1420
|
Goldstein Munger & Associates
San Ramon,
California
|
$2.76M
|
–
|
–
|
–
|
|
|
1421
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$2.76M
|
+$94.8K
|
+1,680
|
+4%
|
|
|
1422
|
|
$2.76M
|
+$6.78K
|
+120
|
+0.3%
|
|
|
1423
|
Sycomore Asset Management
Paris,
France
|
$2.76M
|
+$858K
|
+15,200
|
+48%
|
|
|
1424
|
Kingfisher Capital
Charlotte,
North Carolina
|
$2.75M
|
+$31.6K
|
+560
|
+1%
|
|
|
1425
|
Intersect Capital
San Ramon,
California
|
$2.74M
|
-$19.2K
|
-340
|
-0.7%
|
|
