|
951
|
Caldwell Trust
Venice,
Florida
|
$1.06M
|
+$580K
|
+4,379
|
+144%
|
|
|
952
|
LifeSteps Financial
Claremont,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
953
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$1.06M
|
–
|
–
|
–
|
|
|
954
|
|
$1.04M
|
+$969K
|
+7,309
|
New
|
|
|
955
|
Union Savings Bank
Litchfield,
Connecticut
|
$1.04M
|
-$5.7K
|
-43
|
-0.6%
|
|
|
956
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$1.04M
|
-$89.4K
|
-675
|
-8%
|
|
|
957
|
Olistico Wealth
Tulsa,
Oklahoma
|
$1.04M
|
+$1.32K
|
+10
|
+0.1%
|
|
|
958
|
BOK Financial
Tulsa,
Oklahoma
|
$1.03M
|
-$75.7K
|
-571
|
-7%
|
|
|
959
|
|
$1.03M
|
+$31.4K
|
+237
|
+3%
|
|
|
960
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.02M
|
+$951K
|
+7,177
|
New
|
|
|
961
|
Centaurus Financial
Anaheim,
California
|
$1.02M
|
+$472K
|
+3,560
|
+98%
|
|
|
962
|
Valmark Advisers
Akron,
Ohio
|
$1.02M
|
+$191K
|
+1,441
|
+25%
|
|
|
963
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$1.02M
|
+$159K
|
+1,200
|
+20%
|
|
|
964
|
GAMMA Investing
Foster City,
California
|
$1.02M
|
+$107K
|
+809
|
+13%
|
|
|
965
|
Seven Mile Advisory
Ewing,
New Jersey
|
$1.02M
|
-$3.31K
|
-25
|
-0.3%
|
|
|
966
|
Rock Point Advisors
Burlington,
Vermont
|
$1.01M
|
–
|
–
|
–
|
|
|
967
|
Gordian Capital (Singapore)
Singapore
|
$1.01M
|
+$278K
|
+2,100
|
+42%
|
|
|
968
|
Wealth Effects
Boston,
Massachusetts
|
$1.01M
|
-$127K
|
-957
|
-12%
|
|
|
969
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$1.01M
|
+$19.6K
|
+148
|
+2%
|
|
|
970
|
Harvey Capital Management
Palm Beach,
Florida
|
$1.01M
|
–
|
–
|
–
|
|
|
971
|
Bison Wealth
Atlanta,
Georgia
|
$1M
|
–
|
–
|
–
|
|
|
972
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$1M
|
+$315K
|
+2,374
|
+51%
|
|
|
973
|
American National Bank & Trust
Wichita Falls,
Texas
|
$1,000K
|
–
|
–
|
–
|
|
|
974
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$999K
|
-$23.9K
|
-180
|
-3%
|
|
|
975
|
Moors & Cabot
Boston,
Massachusetts
|
$997K
|
-$8.61K
|
-65
|
-0.9%
|
|
