|
1026
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$248K
|
+$512
|
+3
|
+0.2%
|
|
|
1027
|
|
$244K
|
–
|
–
|
–
|
|
|
1028
|
Monetary Management Group
St Louis,
Missouri
|
$244K
|
–
|
–
|
–
|
|
|
1029
|
Holderness Investments Company
Greensboro,
North Carolina
|
$242K
|
–
|
–
|
–
|
|
|
1030
|
Sand Hill Global Advisors
Palo Alto,
California
|
$241K
|
-$14.9K
|
-87
|
-6%
|
|
|
1031
|
Chicago Capital
Chicago,
Illinois
|
$241K
|
–
|
–
|
–
|
|
|
1032
|
Northeast Investment Management
Boston,
Massachusetts
|
$241K
|
+$228K
|
+1,335
|
New
|
|
|
1033
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$240K
|
-$326K
|
-1,906
|
-59%
|
|
|
1034
|
Arrow Financial
Glens Falls,
New York
|
$240K
|
–
|
–
|
–
|
|
|
1035
|
Nelson Capital Management
Menlo Park,
California
|
$239K
|
+$3.76K
|
+22
|
+2%
|
|
|
1036
|
Marco Investment Management
Atlanta,
Georgia
|
$238K
|
+$225K
|
+1,320
|
New
|
|
|
1037
|
Harfst & Associates
Sheridan,
Wyoming
|
$237K
|
+$225K
|
+1,316
|
New
|
|
|
1038
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$236K
|
+$224K
|
+1,310
|
New
|
|
|
1039
|
RBC Europe
London,
United Kingdom
|
$235K
|
–
|
–
|
–
|
|
|
1040
|
Coastline Trust
Providence,
Rhode Island
|
$235K
|
+$222K
|
+1,300
|
New
|
|
|
1041
|
ProVise Management Group
Clearwater,
Florida
|
$235K
|
+$223K
|
+1,304
|
New
|
|
|
1042
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$233K
|
–
|
–
|
–
|
|
|
1043
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$233K
|
+$66.6K
|
+390
|
+43%
|
|
|
1044
|
Private Ocean
San Rafael,
California
|
$231K
|
-$19.1K
|
-112
|
-8%
|
|
|
1045
|
TrueWealth LLC
Atlanta,
Georgia
|
$230K
|
-$5.47K
|
-32
|
-2%
|
|
|
1046
|
Calton & Associates
Tampa,
Florida
|
$229K
|
-$10.6K
|
-62
|
-5%
|
|
|
1047
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$226K
|
–
|
–
|
–
|
|
|
1048
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$225K
|
-$11.3K
|
-66
|
-5%
|
|
|
1049
|
Mission Wealth Management
Santa Barbara,
California
|
$224K
|
+$212K
|
+1,241
|
New
|
|
|
1050
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$223K
|
+$211K
|
+1,234
|
New
|
|
