|
876
|
Intelligence Driven Advisers
Carlsbad,
California
|
$1.18M
|
+$188K
|
+4,465
|
+21%
|
|
|
877
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
$1.18M
|
+$28.4K
|
+675
|
+3%
|
|
|
878
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.18M
|
+$1.08M
|
+25,685
|
New
|
|
|
879
|
WP Advisors
San Francisco,
California
|
$1.18M
|
+$3.16K
|
+75
|
+0.3%
|
|
|
880
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.18M
|
+$23.8K
|
+565
|
+2%
|
|
|
881
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.18M
|
-$19.6K
|
-465
|
-2%
|
|
|
882
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.16M
|
–
|
–
|
–
|
|
|
883
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.16M
|
+$580K
|
+13,765
|
+120%
|
|
|
884
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.16M
|
-$41.9K
|
-995
|
-4%
|
|
|
885
|
BTC Capital Management
Des Moines,
Iowa
|
$1.14M
|
-$14.7K
|
-350
|
-1%
|
|
|
886
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.13M
|
+$4K
|
+95
|
+0.4%
|
|
|
887
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$1.13M
|
+$9.69K
|
+230
|
+0.9%
|
|
|
888
|
Bison Wealth
Atlanta,
Georgia
|
$1.13M
|
+$8.22K
|
+195
|
+0.8%
|
|
|
889
|
Novak Financial Planning
Bel Air,
Maryland
|
$1.12M
|
+$1.03M
|
+24,420
|
New
|
|
|
890
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.12M
|
+$585K
|
+13,895
|
+133%
|
|
|
891
|
Neuberger Berman Group
New York
|
$1.11M
|
+$32.9K
|
+780
|
+3%
|
|
|
892
|
Allworth Financial
Folsom,
California
|
$1.11M
|
+$516K
|
+12,255
|
+102%
|
|
|
893
|
Corundum Group
Colorado Springs,
Colorado
|
$1.11M
|
+$28.4K
|
+675
|
+3%
|
|
|
894
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.11M
|
+$60.9K
|
+1,445
|
+6%
|
|
|
895
|
Lyell Wealth Management
Menlo Park,
California
|
$1.11M
|
+$1.02M
|
+24,200
|
New
|
|
|
896
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.11M
|
-$241K
|
-5,720
|
-19%
|
|
|
897
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$1.1M
|
–
|
–
|
–
|
|
|
898
|
Cambridge Trust
Cambridge,
Massachusetts
|
$1.1M
|
-$42.3K
|
-1,005
|
-4%
|
|
|
899
|
Relative Value Partners Group
|
$1.1M
|
+$253K
|
+6,015
|
+34%
|
|
|
900
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$1.1M
|
-$37.5K
|
-890
|
-4%
|
|
