|
1051
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.1M
|
+$182K
|
+2,851
|
+10%
|
|
|
1052
|
Grove Bank & Trust
Miami,
Florida
|
$2.1M
|
-$180K
|
-2,832
|
-8%
|
|
|
1053
|
Regis Management Company
Menlo Park,
California
|
$2.09M
|
–
|
–
|
–
|
|
|
1054
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.08M
|
+$455K
|
+7,148
|
+30%
|
|
|
1055
|
Harvey Investment Company
Louisville,
Kentucky
|
$2.08M
|
–
|
–
|
–
|
|
|
1056
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$2.07M
|
+$477K
|
+7,487
|
+32%
|
|
|
1057
|
Washington Trust Bank
Spokane,
Washington
|
$2.07M
|
-$10.6K
|
-166
|
-0.5%
|
|
|
1058
|
|
$2.06M
|
-$56.8K
|
-891
|
-3%
|
|
|
1059
|
Forte Capital
Rochester,
New York
|
$2.06M
|
-$127K
|
-1,988
|
-6%
|
|
|
1060
|
|
$2.05M
|
-$80.3K
|
-1,260
|
-4%
|
|
|
1061
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.04M
|
+$628K
|
+9,854
|
+49%
|
|
|
1062
|
GHP Investment Advisors
Denver,
Colorado
|
$2.04M
|
-$13.1K
|
-206
|
-0.7%
|
|
|
1063
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$2.04M
|
-$317K
|
-4,976
|
-14%
|
|
|
1064
|
West Oak Capital
Westlake Village,
California
|
$2.04M
|
+$27K
|
+424
|
+1%
|
|
|
1065
|
First Interstate Bank
Billings,
Montana
|
$2.03M
|
+$2.55K
|
+40
|
+0.1%
|
|
|
1066
|
Abbrea Capital
Greenbrae,
California
|
$2.03M
|
-$86.9K
|
-1,364
|
-4%
|
|
|
1067
|
New England Research & Management
Chicago,
Illinois
|
$2.03M
|
-$83.5K
|
-1,310
|
-4%
|
|
|
1068
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$2.02M
|
+$107K
|
+1,677
|
+6%
|
|
|
1069
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.02M
|
-$26.7K
|
-419
|
-1%
|
|
|
1070
|
Wallace Capital Management
Dallas,
Texas
|
$2.02M
|
-$81.5K
|
-1,280
|
-4%
|
|
|
1071
|
Holderness Investments Company
Greensboro,
North Carolina
|
$2.02M
|
+$56.3K
|
+884
|
+3%
|
|
|
1072
|
New Potomac Partners
Bethesda,
Maryland
|
$2.01M
|
-$8.03K
|
-126
|
-0.4%
|
|
|
1073
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.01M
|
-$228K
|
-3,582
|
-11%
|
|
|
1074
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$2M
|
-$42.7K
|
-670
|
-2%
|
|
|
1075
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2M
|
+$134K
|
+2,096
|
+8%
|
|
