|
826
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.8M
|
+$713K
|
+778
|
+73%
|
|
|
827
|
Qtron Investments
Boston,
Massachusetts
|
$1.79M
|
-$198K
|
-216
|
-11%
|
|
|
828
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.77M
|
–
|
–
|
–
|
|
|
829
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.76M
|
+$185K
|
+202
|
+11%
|
|
|
830
|
Shepherd Street Advisors
Larkspur,
California
|
$1.75M
|
-$92.5K
|
-101
|
-5%
|
|
|
831
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$1.75M
|
–
|
–
|
–
|
|
|
832
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$1.75M
|
+$37.6K
|
+41
|
+2%
|
|
|
833
|
Northbridge Financial Group
Tampa,
Florida
|
$1.74M
|
+$52.2K
|
+57
|
+3%
|
|
|
834
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.73M
|
-$16.5K
|
-18
|
-1%
|
|
|
835
|
Baron Wealth Management
Troy,
Michigan
|
$1.73M
|
-$49.5K
|
-54
|
-3%
|
|
|
836
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.73M
|
+$1.62M
|
+1,768
|
New
|
|
|
837
|
Wedgewood Investors
Erie,
Pennsylvania
|
$1.72M
|
–
|
–
|
–
|
|
|
838
|
SlateStone Wealth
Jupiter,
Florida
|
$1.72M
|
-$916
|
-1
|
-0.1%
|
|
|
839
|
Boston Trust Walden
Boston,
Massachusetts
|
$1.72M
|
–
|
–
|
–
|
|
|
840
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$1.71M
|
-$98K
|
-107
|
-6%
|
|
|
841
|
Zhang Financial
Portage,
Michigan
|
$1.71M
|
+$93.4K
|
+102
|
+6%
|
|
|
842
|
Silvant Capital Management
Atlanta,
Georgia
|
$1.7M
|
–
|
–
|
–
|
|
|
843
|
|
$1.68M
|
-$176K
|
-192
|
-10%
|
|
|
844
|
Wealthspire Advisors (New York)
New York
|
$1.67M
|
+$353K
|
+385
|
+29%
|
|
|
845
|
Armis Advisers
Atlanta,
Georgia
|
$1.66M
|
+$11.9K
|
+13
|
+0.8%
|
|
|
846
|
Western Reserve Capital Management
Hudson,
Ohio
|
$1.66M
|
–
|
–
|
–
|
|
|
847
|
Private Trust Company
Cleveland,
Ohio
|
$1.66M
|
-$20.2K
|
-22
|
-1%
|
|
|
848
|
Americana Partners
Houston,
Texas
|
$1.64M
|
+$1.53M
|
+1,675
|
New
|
|
|
849
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$1.62M
|
–
|
–
|
–
|
|
|
850
|
Mendel Money Management
Northbrook,
Illinois
|
$1.62M
|
-$124K
|
-135
|
-8%
|
|
