|
1526
|
|
$1.22M
|
+$53.2K
|
+301
|
+5%
|
|
|
1527
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.21M
|
+$1.14M
|
+6,446
|
New
|
|
|
1528
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.21M
|
+$1.21M
|
+6,867
|
New
|
|
|
1529
|
Southport Capital Management
Chattanooga,
Tennessee
|
$1.21M
|
-$14.5K
|
-82
|
-1%
|
|
|
1530
|
Boys Arnold & Co
Asheville,
North Carolina
|
$1.21M
|
+$16.4K
|
+93
|
+1%
|
|
|
1531
|
SSI Investment Management
Los Angeles,
California
|
$1.21M
|
-$87.1K
|
-493
|
-7%
|
|
|
1532
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.21M
|
+$1.21M
|
+6,830
|
New
|
|
|
1533
|
SouthState Corp
Winter Haven,
Florida
|
$1.2M
|
+$914K
|
+5,173
|
+316%
|
|
|
1534
|
Taurus Asset Management
New York
|
$1.2M
|
+$194K
|
+1,097
|
+19%
|
|
|
1535
|
440 Investment Group
Overland Park,
Kansas
|
$1.2M
|
–
|
–
|
–
|
|
|
1536
|
Boston Trust Walden
Boston,
Massachusetts
|
$1.19M
|
+$346K
|
+1,960
|
+41%
|
|
|
1537
|
Private Capital Group
West Hartford,
Connecticut
|
$1.19M
|
+$163K
|
+924
|
New
|
|
|
1538
|
Corient Capital Partners
Newport Beach,
California
|
$1.19M
|
-$72.6K
|
-411
|
-6%
|
|
|
1539
|
WrapManager Inc
Mill Valley,
California
|
$1.19M
|
+$5.83K
|
+33
|
+0.5%
|
|
|
1540
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.18M
|
+$19.4K
|
+110
|
+2%
|
|
|
1541
|
InterOcean Capital
Chicago,
Illinois
|
$1.18M
|
+$14.8K
|
+84
|
+1%
|
|
|
1542
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
$1.18M
|
+$1.18M
|
+6,665
|
New
|
|
|
1543
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.17M
|
+$41.5K
|
+235
|
+4%
|
|
|
1544
|
Parker Investment Management
Menlo Park,
California
|
$1.17M
|
-$363K
|
-2,056
|
-24%
|
|
|
1545
|
Banced Corp
Edwardsville,
Illinois
|
$1.16M
|
-$7.78K
|
-44
|
-0.7%
|
|
|
1546
|
Rational Advisors
Huntington,
New York
|
$1.15M
|
-$1.18M
|
-6,663
|
-51%
|
|
|
1547
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.15M
|
+$50.4K
|
+285
|
+5%
|
|
|
1548
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.15M
|
+$69.8K
|
+395
|
+6%
|
|
|
1549
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$1.15M
|
–
|
–
|
–
|
|
|
1550
|
Gradient Capital Advisors
San Diego,
California
|
$1.15M
|
+$1.15M
|
+6,495
|
New
|
|
