|
826
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$2.27M
|
–
|
–
|
–
|
|
|
827
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.26M
|
–
|
–
|
–
|
|
|
828
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$2.25M
|
+$117K
|
+759
|
+5%
|
|
|
829
|
Stone Run Capital
New York
|
$2.25M
|
-$129K
|
-837
|
-5%
|
|
|
830
|
Abbot Financial Management
Andover,
Massachusetts
|
$2.24M
|
–
|
–
|
–
|
|
|
831
|
Rockefeller Capital Management
New York
|
$2.24M
|
-$249K
|
-1,616
|
-9%
|
|
|
832
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$2.22M
|
+$36.2K
|
+235
|
+2%
|
|
|
833
|
Tower Research Capital (TRC)
New York
|
$2.22M
|
+$538K
|
+3,498
|
+30%
|
|
|
834
|
TrueWealth LLC
Atlanta,
Georgia
|
$2.18M
|
-$10.6K
|
-69
|
-0.5%
|
|
|
835
|
Neuburgh Advisers
Los Angeles,
California
|
$2.17M
|
+$247K
|
+1,605
|
+12%
|
|
|
836
|
Bredin Investment
Wilmington,
Delaware
|
$2.17M
|
–
|
–
|
–
|
|
|
837
|
Citizens Business Bank
Ontario,
California
|
$2.17M
|
+$802K
|
+5,209
|
+53%
|
|
|
838
|
EP Wealth Advisors
Torrance,
California
|
$2.16M
|
+$1.01M
|
+6,534
|
+78%
|
|
|
839
|
Calamos Wealth Management
Naperville,
Illinois
|
$2.16M
|
-$14.8K
|
-96
|
-0.6%
|
|
|
840
|
Beaton Management Company
Haverhill,
Massachusetts
|
$2.16M
|
–
|
–
|
–
|
|
|
841
|
CFO4Life Group
Coppell,
Texas
|
$2.15M
|
-$600K
|
-3,899
|
-21%
|
|
|
842
|
Belpointe Asset Management
Reno,
Nevada
|
$2.15M
|
-$505K
|
-3,282
|
-18%
|
|
|
843
|
|
$2.15M
|
-$55.4K
|
-360
|
-2%
|
|
|
844
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.14M
|
-$185K
|
-1,205
|
-8%
|
|
|
845
|
Private Wealth Partners
Mill Valley,
California
|
$2.14M
|
-$27.6K
|
-179
|
-1%
|
|
|
846
|
GW & Wade
Wellesley,
Massachusetts
|
$2.14M
|
-$10.3M
|
-66,680
|
-82%
|
|
|
847
|
Trust Company of Toledo
Holland,
Ohio
|
$2.13M
|
+$14.3K
|
+93
|
+0.6%
|
|
|
848
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$2.13M
|
+$2.27M
|
+14,726
|
New
|
|
|
849
|
Roundview Capital
Princeton,
New Jersey
|
$2.13M
|
-$264K
|
-1,716
|
-10%
|
|
|
850
|
Stonebridge Capital Management
Los Angeles,
California
|
$2.13M
|
-$27.6K
|
-179
|
-1%
|
|
