|
701
|
Leelyn Smith
Geneva,
Illinois
|
$4.25M
|
+$88.7K
|
+466
|
+2%
|
|
|
702
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$4.24M
|
-$11.2K
|
-59
|
-0.3%
|
|
|
703
|
SlateStone Wealth
Jupiter,
Florida
|
$4.24M
|
-$2.47M
|
-13,006
|
-38%
|
|
|
704
|
Harvest Fund Management
Beijing,
China
|
$4.21M
|
+$101K
|
+531
|
+3%
|
|
|
705
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$4.2M
|
+$553K
|
+2,904
|
+16%
|
|
|
706
|
First Bankers Trust
Louisville,
Kentucky
|
$4.19M
|
-$88.5K
|
-465
|
-2%
|
|
|
707
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$4.18M
|
-$34.1K
|
-179
|
-0.9%
|
|
|
708
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$4.17M
|
-$449K
|
-2,360
|
-10%
|
|
|
709
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$4.16M
|
-$76.1K
|
-400
|
-2%
|
|
|
710
|
Hendley & Co
Zanesville,
Ohio
|
$4.13M
|
+$3.9M
|
+20,504
|
New
|
|
|
711
|
Bogart Wealth LLC
Mclean,
Virginia
|
$4.13M
|
-$9.15M
|
-48,071
|
-70%
|
|
|
712
|
Pine Valley Investments
Marlton,
New Jersey
|
$4.12M
|
+$952K
|
+5,001
|
+32%
|
|
|
713
|
Univest Financial
Souderton,
Pennsylvania
|
$4.12M
|
-$95.9K
|
-504
|
-2%
|
|
|
714
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.11M
|
+$1.3M
|
+6,824
|
+50%
|
|
|
715
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$4.1M
|
-$62.8K
|
-330
|
-2%
|
|
|
716
|
Perkins Coie Trust Company
Seattle,
Washington
|
$4.09M
|
+$2.85K
|
+15
|
+0.1%
|
|
|
717
|
Kingswood Wealth Advisors
San Diego,
California
|
$4.08M
|
+$940K
|
+4,940
|
+32%
|
|
|
718
|
Connable Office Inc
Kalamazoo,
Michigan
|
$4.08M
|
+$518K
|
+2,724
|
+16%
|
|
|
719
|
IronBridge Private Wealth
Austin,
Texas
|
$4.07M
|
-$138K
|
-727
|
-3%
|
|
|
720
|
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
$4.07M
|
-$240K
|
-1,260
|
-6%
|
|
|
721
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$4.06M
|
+$178K
|
+934
|
+5%
|
|
|
722
|
Asset Dedication LLC
San Francisco,
California
|
$4.06M
|
-$6.66K
|
-35
|
-0.2%
|
|
|
723
|
BDF Gestion
Paris,
France
|
$4.02M
|
+$3.8M
|
+19,963
|
New
|
|
|
724
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4.01M
|
+$552K
|
+2,901
|
+17%
|
|
|
725
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$3.98M
|
–
|
–
|
–
|
|
