|
1101
|
Avalon Trust
Santa Fe,
New Mexico
|
$1.9M
|
–
|
–
|
–
|
|
|
1102
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.9M
|
+$272K
|
+3,504
|
+15%
|
|
|
1103
|
Edgewood Management
Greenwich,
Connecticut
|
$1.89M
|
–
|
–
|
–
|
|
|
1104
|
Eagle Strategies
New York
|
$1.89M
|
+$1.53M
|
+19,695
|
+295%
|
|
|
1105
|
Thomasville National Bank
Thomasville,
Georgia
|
$1.89M
|
-$32.6K
|
-419
|
-2%
|
|
|
1106
|
BankPlus Trust Department
Jackson,
Mississippi
|
$1.89M
|
+$2.04M
|
+26,295
|
New
|
|
|
1107
|
Venturi Wealth Management
Austin,
Texas
|
$1.87M
|
-$27.6K
|
-355
|
-1%
|
|
|
1108
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$1.87M
|
-$39.9K
|
-514
|
-2%
|
|
|
1109
|
Ransom Advisory
Providence,
Rhode Island
|
$1.87M
|
+$19.4K
|
+250
|
+1%
|
|
|
1110
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.87M
|
+$33.2K
|
+427
|
+2%
|
|
|
1111
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.87M
|
+$46K
|
+592
|
+2%
|
|
|
1112
|
Dover Advisors
Richmond,
Virginia
|
$1.86M
|
-$7.77K
|
-100
|
-0.4%
|
|
|
1113
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$1.86M
|
+$21.9K
|
+282
|
+1%
|
|
|
1114
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.85M
|
–
|
–
|
–
|
|
|
1115
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.85M
|
-$79.9K
|
-1,028
|
-4%
|
|
|
1116
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$1.85M
|
-$2.03M
|
-26,183
|
-50%
|
|
|
1117
|
Stenger Family Office
Naperville,
Illinois
|
$1.84M
|
+$2M
|
+25,690
|
New
|
|
|
1118
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$1.84M
|
-$147K
|
-1,897
|
-7%
|
|
|
1119
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.84M
|
-$22.7K
|
-292
|
-1%
|
|
|
1120
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$1.84M
|
+$355K
|
+4,571
|
+22%
|
|
|
1121
|
North Star Investment Management
Chicago,
Illinois
|
$1.83M
|
-$2.95K
|
-38
|
-0.1%
|
|
|
1122
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.82M
|
+$77.6K
|
+999
|
+4%
|
|
|
1123
|
Bank of Hawaii
Honolulu,
Hawaii
|
$1.82M
|
+$3.57K
|
+46
|
+0.2%
|
|
|
1124
|
Cladis Investment Advisory
Billings,
Montana
|
$1.81M
|
–
|
–
|
–
|
|
|
1125
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.81M
|
-$8.62K
|
-111
|
-0.4%
|
|
