|
1201
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$2.48M
|
-$223K
|
-2,910
|
-8%
|
|
|
1202
|
Belpointe Asset Management
Reno,
Nevada
|
$2.48M
|
+$743K
|
+9,710
|
+44%
|
|
|
1203
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$2.48M
|
+$179K
|
+2,342
|
+8%
|
|
|
1204
|
Graypoint LLC
Albany,
New York
|
$2.47M
|
-$212K
|
-2,776
|
-8%
|
|
|
1205
|
Blue Fin Capital
Warren,
Rhode Island
|
$2.47M
|
+$51.2K
|
+670
|
+2%
|
|
|
1206
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2.46M
|
+$201K
|
+2,627
|
+9%
|
|
|
1207
|
King Wealth Management Group
Naples,
Florida
|
$2.46M
|
+$257K
|
+3,364
|
+12%
|
|
|
1208
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$2.45M
|
-$2.45K
|
-32
|
-0.1%
|
|
|
1209
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.45M
|
+$121K
|
+1,588
|
+5%
|
|
|
1210
|
HCR Wealth Advisors
Los Angeles,
California
|
$2.44M
|
+$79.3K
|
+1,037
|
+3%
|
|
|
1211
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.44M
|
+$12.8K
|
+167
|
+0.5%
|
|
|
1212
|
Pitcairn
Conshohocken,
Pennsylvania
|
$2.44M
|
-$78.1K
|
-1,021
|
-3%
|
|
|
1213
|
Jackson Square Capital
San Francisco,
California
|
$2.43M
|
-$284K
|
-3,714
|
-11%
|
|
|
1214
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$2.43M
|
-$8.03K
|
-105
|
-0.3%
|
|
|
1215
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.42M
|
+$163K
|
+2,132
|
+7%
|
|
|
1216
|
Morse Asset Management
Darien,
Connecticut
|
$2.41M
|
-$80.2K
|
-1,048
|
-3%
|
|
|
1217
|
Marietta Wealth Management
Marietta,
Georgia
|
$2.41M
|
+$143K
|
+1,875
|
+6%
|
|
|
1218
|
Aries Wealth Management
Portland,
Maine
|
$2.41M
|
–
|
–
|
–
|
|
|
1219
|
Regis Management Company
Menlo Park,
California
|
$2.41M
|
–
|
–
|
–
|
|
|
1220
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.41M
|
+$585K
|
+7,654
|
+33%
|
|
|
1221
|
Harvey Investment Company
Louisville,
Kentucky
|
$2.41M
|
–
|
–
|
–
|
|
|
1222
|
New England Research & Management
Chicago,
Illinois
|
$2.41M
|
-$1.07K
|
-14
|
-0%
|
|
|
1223
|
CPWM LLC
Seattle,
Washington
|
$2.4M
|
+$72.7K
|
+951
|
+3%
|
|
|
1224
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$2.4M
|
-$41.8K
|
-547
|
-2%
|
|
|
1225
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$2.38M
|
+$2.34M
|
+30,550
|
New
|
|
