|
1401
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.27M
|
-$37.7K
|
-260
|
-3%
|
|
|
1402
|
Oxford Asset Management
Oxford,
United Kingdom
|
$1.26M
|
-$4.46M
|
-30,782
|
-76%
|
|
|
1403
|
Grassi Investment Management
Santa Clara,
California
|
$1.26M
|
+$384K
|
+2,650
|
+38%
|
|
|
1404
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.26M
|
-$45.1K
|
-311
|
-3%
|
|
|
1405
|
Principle Wealth Partners
Madison,
Connecticut
|
$1.25M
|
+$1.38M
|
+9,537
|
New
|
|
|
1406
|
Elite Wealth Management
Kirkland,
Washington
|
$1.25M
|
+$109K
|
+751
|
+9%
|
|
|
1407
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.25M
|
+$1.38M
|
+9,495
|
New
|
|
|
1408
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.24M
|
–
|
–
|
–
|
|
|
1409
|
Altium Wealth Management
Purchase,
New York
|
$1.23M
|
+$167K
|
+1,151
|
+14%
|
|
|
1410
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$1.23M
|
-$13.1M
|
-90,651
|
-91%
|
|
|
1411
|
Asset Dedication LLC
San Francisco,
California
|
$1.23M
|
+$76.2K
|
+526
|
+6%
|
|
|
1412
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$1.23M
|
-$65.9K
|
-455
|
-5%
|
|
|
1413
|
Confluence Wealth Management
Portland,
Oregon
|
$1.23M
|
-$29.4K
|
-203
|
-2%
|
|
|
1414
|
American National Bank & Trust
Wichita Falls,
Texas
|
$1.22M
|
-$1.15M
|
-7,907
|
-46%
|
|
|
1415
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$1.22M
|
-$331K
|
-2,286
|
-20%
|
|
|
1416
|
Savant Capital
Rockford,
Illinois
|
$1.22M
|
-$72.1K
|
-498
|
-5%
|
|
|
1417
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$1.21M
|
-$128K
|
-885
|
-9%
|
|
|
1418
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$1.21M
|
+$1.34M
|
+9,229
|
New
|
|
|
1419
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.21M
|
-$177K
|
-1,220
|
-12%
|
|
|
1420
|
Holderness Investments Company
Greensboro,
North Carolina
|
$1.2M
|
-$122K
|
-840
|
-8%
|
|
|
1421
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.2M
|
-$156K
|
-1,078
|
-12%
|
|
|
1422
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.19M
|
-$4.6M
|
-31,753
|
-78%
|
|
|
1423
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.19M
|
+$302K
|
+2,088
|
+30%
|
|
|
1424
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.18M
|
-$219K
|
-1,509
|
-14%
|
|
|
1425
|
Grace Capital
Quincy,
Massachusetts
|
$1.18M
|
-$658K
|
-4,545
|
-29%
|
|
