|
626
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.5M
|
+$20K
|
+129
|
+1%
|
|
|
627
|
Fortem Financial Group
Palm Desert,
California
|
$1.5M
|
-$5.58K
|
-36
|
-0.4%
|
|
|
628
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.5M
|
-$155
|
-1
|
-0%
|
|
|
629
|
Private Trust Company
Cleveland,
Ohio
|
$1.49M
|
+$27.7K
|
+179
|
+2%
|
|
|
630
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$1.49M
|
-$9.3K
|
-60
|
-0.6%
|
|
|
631
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$1.48M
|
-$178K
|
-1,151
|
-11%
|
|
|
632
|
Gunn & Company Investment Management
Jacksonville,
Florida
|
$1.48M
|
+$1.47M
|
+9,510
|
New
|
|
|
633
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$1.46M
|
–
|
–
|
–
|
|
|
634
|
Ancora Advisors
Cleveland,
Ohio
|
$1.46M
|
-$310
|
-2
|
-0%
|
|
|
635
|
Boston Financial Management
Boston,
Massachusetts
|
$1.46M
|
–
|
–
|
–
|
|
|
636
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$1.45M
|
+$22.5K
|
+145
|
+2%
|
|
|
637
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.45M
|
-$232K
|
-1,494
|
-14%
|
|
|
638
|
Washington Capital Management
Seattle,
Washington
|
$1.44M
|
–
|
–
|
–
|
|
|
639
|
Middleton & Co
Boston,
Massachusetts
|
$1.44M
|
-$151K
|
-975
|
-10%
|
|
|
640
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.43M
|
+$1.43M
|
+9,209
|
New
|
|
|
641
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.41M
|
+$54.6K
|
+352
|
+4%
|
|
|
642
|
SVB Wealth
Boston,
Massachusetts
|
$1.4M
|
-$124K
|
-800
|
-8%
|
|
|
643
|
Lido Advisors
Los Angeles,
California
|
$1.4M
|
+$10.7K
|
+69
|
+0.8%
|
|
|
644
|
Whitney & Co
Rochester,
New York
|
$1.39M
|
-$15.5K
|
-100
|
-1%
|
|
|
645
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.38M
|
+$490K
|
+3,161
|
+55%
|
|
|
646
|
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
|
$1.38M
|
+$372K
|
+2,400
|
+37%
|
|
|
647
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$1.38M
|
+$1.01M
|
+6,501
|
+277%
|
|
|
648
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$1.37M
|
+$60.1K
|
+388
|
+5%
|
|
|
649
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.37M
|
+$25K
|
+161
|
+2%
|
|
|
650
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$1.37M
|
–
|
–
|
–
|
|
