|
801
|
Sivia Capital Partners
Mill Valley,
California
|
$1.44M
|
+$113K
|
+547
|
+8%
|
|
|
802
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$1.43M
|
+$497K
|
+2,409
|
+50%
|
|
|
803
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$1.42M
|
+$1.48M
|
+7,175
|
New
|
|
|
804
|
Waterford Advisors
Orchard Park,
New York
|
$1.42M
|
–
|
–
|
–
|
|
|
805
|
Boreal Capital Management
Miami,
Florida
|
$1.41M
|
+$395K
|
+1,916
|
+37%
|
|
|
806
|
Lantz Financial
Naperville,
Illinois
|
$1.4M
|
+$1.45K
|
+7
|
+0.1%
|
|
|
807
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.4M
|
-$21.9K
|
-106
|
-1%
|
|
|
808
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$1.4M
|
-$103K
|
-500
|
-7%
|
|
|
809
|
Coastline Trust
Providence,
Rhode Island
|
$1.39M
|
-$94.3K
|
-457
|
-6%
|
|
|
810
|
Dearborn Partners
Chicago,
Illinois
|
$1.39M
|
+$155K
|
+752
|
+12%
|
|
|
811
|
Harvey Investment Company
Louisville,
Kentucky
|
$1.39M
|
–
|
–
|
–
|
|
|
812
|
Burford Brothers
Dallas,
Texas
|
$1.35M
|
+$1.41M
|
+6,816
|
New
|
|
|
813
|
TD Private Client Wealth
New York
|
$1.34M
|
-$275K
|
-1,333
|
-16%
|
|
|
814
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.34M
|
+$85K
|
+412
|
+6%
|
|
|
815
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$1.34M
|
+$1.39M
|
+6,740
|
New
|
|
|
816
|
Canandaigua National Corp
Canandaigua,
New York
|
$1.33M
|
+$1.39M
|
+6,714
|
New
|
|
|
817
|
Farmers Trust Company
Youngstown,
Ohio
|
$1.32M
|
+$10.7K
|
+52
|
+0.8%
|
|
|
818
|
BTC Capital Management
Des Moines,
Iowa
|
$1.32M
|
+$619
|
+3
|
+0%
|
|
|
819
|
Atomi Financial Group
New York
|
$1.31M
|
+$257K
|
+1,245
|
+23%
|
|
|
820
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$1.3M
|
+$1.35M
|
+6,559
|
New
|
|
|
821
|
Hingham Institution for Savings
Hingham,
Massachusetts
|
$1.29M
|
–
|
–
|
–
|
|
|
822
|
Trust Asset Management
Houston,
Texas
|
$1.29M
|
–
|
–
|
–
|
|
|
823
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.28M
|
+$12.4K
|
+60
|
+0.9%
|
|
|
824
|
City National Bank of Florida
Miami,
Florida
|
$1.27M
|
+$3.71K
|
+18
|
+0.3%
|
|
|
825
|
Jump Financial
Chicago,
Illinois
|
$1.27M
|
+$380K
|
+1,841
|
+40%
|
|
