|
801
|
|
$2.8M
|
–
|
–
|
–
|
|
|
802
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.8M
|
+$628K
|
+3,646
|
+25%
|
|
|
803
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.8M
|
-$23.8K
|
-138
|
-0.9%
|
|
|
804
|
Hartford Financial Management
Hartford,
Connecticut
|
$2.77M
|
–
|
–
|
–
|
|
|
805
|
Sonora Investment Management
Tucson,
Arizona
|
$2.76M
|
+$219K
|
+1,269
|
+9%
|
|
|
806
|
Grimes & Company
Westborough,
Massachusetts
|
$2.76M
|
–
|
–
|
–
|
|
|
807
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$2.75M
|
-$73K
|
-424
|
-3%
|
|
|
808
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$2.75M
|
-$20K
|
-116
|
-0.7%
|
|
|
809
|
PineBridge Investments
New York
|
$2.75M
|
+$1M
|
+5,813
|
+59%
|
|
|
810
|
Wealth Architects
Mountain View,
California
|
$2.74M
|
-$130K
|
-753
|
-5%
|
|
|
811
|
Perennial Advisors
New York
|
$2.74M
|
+$54.9K
|
+319
|
+2%
|
|
|
812
|
Abbot Financial Management
Andover,
Massachusetts
|
$2.74M
|
–
|
–
|
–
|
|
|
813
|
|
$2.73M
|
+$10.2K
|
+59
|
+0.4%
|
|
|
814
|
Heritage Way Advisors
Rockford,
Illinois
|
$2.72M
|
+$165K
|
+957
|
+7%
|
|
|
815
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$2.72M
|
-$40.3K
|
-234
|
-2%
|
|
|
816
|
Private Wealth Partners
Mill Valley,
California
|
$2.71M
|
–
|
–
|
–
|
|
|
817
|
Univest Financial
Souderton,
Pennsylvania
|
$2.7M
|
+$5.34K
|
+31
|
+0.2%
|
|
|
818
|
Bush ODonnell Investment Advisors
St Louis,
Missouri
|
$2.69M
|
+$6.2K
|
+36
|
+0.2%
|
|
|
819
|
Beaton Management Company
Haverhill,
Massachusetts
|
$2.69M
|
–
|
–
|
–
|
|
|
820
|
Physicians Financial Services
Raleigh,
North Carolina
|
$2.68M
|
+$80.6K
|
+468
|
+3%
|
|
|
821
|
|
$2.68M
|
-$334K
|
-1,940
|
-11%
|
|
|
822
|
Belpointe Asset Management
Reno,
Nevada
|
$2.68M
|
+$228K
|
+1,325
|
+10%
|
|
|
823
|
GAM Holding
Zurich,
Switzerland
|
$2.67M
|
+$113K
|
+654
|
+5%
|
|
|
824
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$2.66M
|
+$374K
|
+2,169
|
+17%
|
|
|
825
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$2.66M
|
-$38.2K
|
-222
|
-1%
|
|
