|
851
|
Sabal Trust
St. Petersburg,
Florida
|
$1.2M
|
-$46K
|
-300
|
-4%
|
|
|
852
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.2M
|
+$169K
|
+1,102
|
+18%
|
|
|
853
|
Coastline Trust
Providence,
Rhode Island
|
$1.19M
|
-$30.7K
|
-200
|
-3%
|
|
|
854
|
Qtron Investments
Boston,
Massachusetts
|
$1.19M
|
-$8.75K
|
-57
|
-0.8%
|
|
|
855
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.18M
|
+$50.7K
|
+330
|
+5%
|
|
|
856
|
Avalon Investment & Advisory
Houston,
Texas
|
$1.18M
|
-$76.6K
|
-499
|
-6%
|
|
|
857
|
Clarius Group LLC
Seattle,
Washington
|
$1.18M
|
+$95.2K
|
+620
|
+9%
|
|
|
858
|
Compton Capital Management
Providence,
Rhode Island
|
$1.17M
|
–
|
–
|
–
|
|
|
859
|
Institute for Wealth Management
Denver,
Colorado
|
$1.17M
|
-$80.1K
|
-522
|
-7%
|
|
|
860
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.17M
|
-$131K
|
-851
|
-11%
|
|
|
861
|
Norway Savings Bank
Portland,
Maine
|
$1.17M
|
-$13.8K
|
-90
|
-1%
|
|
|
862
|
Wintrust Investments
Chicago,
Illinois
|
$1.16M
|
+$120K
|
+783
|
+12%
|
|
|
863
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.16M
|
+$346K
|
+2,255
|
+47%
|
|
|
864
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$1.16M
|
+$3.07K
|
+20
|
+0.3%
|
|
|
865
|
Covington Capital Management
Los Angeles,
California
|
$1.16M
|
-$4.91K
|
-32
|
-0.5%
|
|
|
866
|
Symmetry Partners
Glastonbury,
Connecticut
|
$1.15M
|
+$1.08M
|
+7,024
|
New
|
|
|
867
|
Eastern Bank
Boston,
Massachusetts
|
$1.15M
|
–
|
–
|
–
|
|
|
868
|
Private Trust Company
Cleveland,
Ohio
|
$1.15M
|
+$351K
|
+2,288
|
+50%
|
|
|
869
|
American Assets Investment Management
San Diego,
California
|
$1.15M
|
-$460K
|
-3,000
|
-30%
|
|
|
870
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.15M
|
+$186K
|
+1,213
|
+21%
|
|
|
871
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$1.15M
|
+$41.6K
|
+271
|
+4%
|
|
|
872
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.14M
|
+$175K
|
+1,142
|
+20%
|
|
|
873
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.14M
|
+$30.1K
|
+196
|
+3%
|
|
|
874
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$1.14M
|
–
|
–
|
–
|
|
|
875
|
Curi RMB Capital
Chicago,
Illinois
|
$1.13M
|
+$1.84K
|
+12
|
+0.2%
|
|
