|
1701
|
Appleton Partners
Boston,
Massachusetts
|
$2.9M
|
–
|
–
|
–
|
|
|
1702
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.89M
|
+$141K
|
+268
|
+5%
|
|
|
1703
|
Segment Wealth Management
Houston,
Texas
|
$2.88M
|
+$1.58K
|
+3
|
+0.1%
|
|
|
1704
|
Liberty Capital Management
Birmingham,
Michigan
|
$2.87M
|
+$394K
|
+749
|
+17%
|
|
|
1705
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$2.87M
|
–
|
–
|
–
|
|
|
1706
|
First National Corp
Rockland,
Massachusetts
|
$2.87M
|
+$41K
|
+78
|
+2%
|
|
|
1707
|
Lazari Capital Management
Woodland Hills,
California
|
$2.86M
|
+$2.03M
|
+3,868
|
+284%
|
|
|
1708
|
Centric Wealth Management
Chicago,
Illinois
|
$2.85M
|
-$78.3K
|
-149
|
-3%
|
|
|
1709
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$2.84M
|
+$25.2K
|
+48
|
+0.9%
|
|
|
1710
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$2.84M
|
+$1.79M
|
+3,400
|
+191%
|
|
|
1711
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$2.82M
|
+$394K
|
+750
|
+17%
|
|
|
1712
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.82M
|
-$31K
|
-59
|
-1%
|
|
|
1713
|
Global Financial Private Client
Sarasota,
Florida
|
$2.81M
|
-$131K
|
-249
|
-5%
|
|
|
1714
|
MBA Advisors
Hermitage,
Pennsylvania
|
$2.8M
|
+$12.1K
|
+23
|
+0.5%
|
|
|
1715
|
Van Strum & Towne
San Francisco,
California
|
$2.8M
|
-$59.4K
|
-113
|
-2%
|
|
|
1716
|
Howard Wealth Management
Madison,
Connecticut
|
$2.8M
|
-$12.6K
|
-24
|
-0.5%
|
|
|
1717
|
Chilton Capital Management
Houston,
Texas
|
$2.8M
|
-$547K
|
-1,040
|
-17%
|
|
|
1718
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$2.8M
|
-$9.99K
|
-19
|
-0.4%
|
|
|
1719
|
Castle Wealth Management
West Palm Beach,
Florida
|
$2.8M
|
-$9.99K
|
-19
|
-0.4%
|
|
|
1720
|
Renasant Bank
Tupelo,
Mississippi
|
$2.79M
|
+$1.07M
|
+2,044
|
+67%
|
|
|
1721
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$2.78M
|
+$7.89K
|
+15
|
+0.3%
|
|
|
1722
|
Pineridge Advisors
St. Charles,
Missouri
|
$2.77M
|
-$85.2K
|
-162
|
-3%
|
|
|
1723
|
American Financial Advisors
Marietta,
Georgia
|
$2.77M
|
-$110K
|
-209
|
-4%
|
|
|
1724
|
Caldwell Sutter Capital
Sausalito,
California
|
$2.77M
|
-$26.3K
|
-50
|
-1%
|
|
|
1725
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$2.76M
|
+$128K
|
+244
|
+5%
|
|
