|
1501
|
Covey Capital Advisors
Atlanta,
Georgia
|
$1.98M
|
+$56.2K
|
+330
|
+4%
|
|
|
1502
|
|
$1.97M
|
-$85.2K
|
-500
|
-5%
|
|
|
1503
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.97M
|
-$518K
|
-3,040
|
-25%
|
|
|
1504
|
Fidelis Capital Partners
Tampa,
Florida
|
$1.96M
|
+$690K
|
+4,053
|
+92%
|
|
|
1505
|
IMS Capital Management
Portland,
Oregon
|
$1.96M
|
-$33.2K
|
-195
|
-2%
|
|
|
1506
|
Source Financial Advisors
New York
|
$1.96M
|
-$77.5K
|
-455
|
-5%
|
|
|
1507
|
Sawyer & Company
Boston,
Massachusetts
|
$1.96M
|
-$11.6K
|
-68
|
-0.7%
|
|
|
1508
|
Bank of Hawaii
Honolulu,
Hawaii
|
$1.95M
|
+$790K
|
+4,639
|
+101%
|
|
|
1509
|
Principle Wealth Partners
Madison,
Connecticut
|
$1.95M
|
-$29.3K
|
-172
|
-2%
|
|
|
1510
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.95M
|
+$691K
|
+4,059
|
+79%
|
|
|
1511
|
Mizuho Securities
Tokyo,
Japan
|
$1.94M
|
-$3.17M
|
-18,610
|
-67%
|
|
|
1512
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$1.94M
|
-$199K
|
-1,166
|
-11%
|
|
|
1513
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.93M
|
+$216K
|
+1,266
|
+16%
|
|
|
1514
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.93M
|
-$283K
|
-1,663
|
-15%
|
|
|
1515
|
NBT Bank
Norwich,
New York
|
$1.93M
|
-$132K
|
-774
|
-8%
|
|
|
1516
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$1.92M
|
–
|
–
|
–
|
|
|
1517
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.91M
|
+$258K
|
+1,514
|
+20%
|
|
|
1518
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.91M
|
-$65.7K
|
-386
|
-4%
|
|
|
1519
|
Colonial Trust
Spartanburg,
South Carolina
|
$1.91M
|
+$43.9K
|
+258
|
+3%
|
|
|
1520
|
Longitude (Cayman)
Grand Cayman,
Cayman Islands
|
$1.91M
|
-$341K
|
-2,000
|
-18%
|
|
|
1521
|
Pine Ridge Advisers
New York
|
$1.91M
|
–
|
–
|
–
|
|
|
1522
|
Bellecapital
Zurich,
Switzerland
|
$1.91M
|
-$703K
|
-4,128
|
-31%
|
|
|
1523
|
Act Two Investors
Santa Cruz,
California
|
$1.9M
|
+$1.53M
|
+8,981
|
New
|
|
|
1524
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$1.9M
|
-$4.26K
|
-25
|
-0.3%
|
|
|
1525
|
Tiedemann Advisors
New York
|
$1.9M
|
–
|
–
|
–
|
|
