|
1701
|
Essex Savings Bank
Essex,
Connecticut
|
$1.7M
|
–
|
–
|
–
|
|
|
1702
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$1.7M
|
-$18.5K
|
-48
|
-1%
|
|
|
1703
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$1.69M
|
+$978K
|
+2,537
|
+146%
|
|
|
1704
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1.69M
|
+$455K
|
+1,180
|
+38%
|
|
|
1705
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$1.69M
|
-$23.5K
|
-61
|
-1%
|
|
|
1706
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.68M
|
-$116K
|
-302
|
-7%
|
|
|
1707
|
AssetMark Inc
Concord,
California
|
$1.67M
|
+$292K
|
+757
|
+22%
|
|
|
1708
|
Penbrook Management
New York
|
$1.66M
|
-$70.2K
|
-182
|
-4%
|
|
|
1709
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$1.66M
|
-$18.5K
|
-48
|
-1%
|
|
|
1710
|
Front Row Advisors
Tiburon,
California
|
$1.66M
|
-$13.1K
|
-34
|
-0.8%
|
|
|
1711
|
Platt Investment Counsel
Lake Mary,
Florida
|
$1.65M
|
-$1.23M
|
-3,187
|
-43%
|
|
|
1712
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.65M
|
+$27K
|
+70
|
+2%
|
|
|
1713
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$1.65M
|
+$201K
|
+520
|
+14%
|
|
|
1714
|
Catalyst Private Wealth
San Mateo,
California
|
$1.64M
|
+$121K
|
+315
|
+8%
|
|
|
1715
|
One Capital Management
Westlake Village,
California
|
$1.64M
|
-$54.8K
|
-142
|
-3%
|
|
|
1716
|
Capital World Investors
Los Angeles,
California
|
$1.63M
|
-$560K
|
-1,452
|
-26%
|
|
|
1717
|
Atwood & Palmer
Kansas City,
Missouri
|
$1.63M
|
-$236K
|
-612
|
-13%
|
|
|
1718
|
Oxbow Advisors
Austin,
Texas
|
$1.62M
|
+$283K
|
+735
|
+22%
|
|
|
1719
|
SVB Investment Services
Salt Lake City,
Utah
|
$1.62M
|
-$147K
|
-380
|
-9%
|
|
|
1720
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.62M
|
+$112K
|
+291
|
+8%
|
|
|
1721
|
Penserra Capital Management
Orinda,
California
|
$1.62M
|
+$1.58M
|
+4,088
|
New
|
|
|
1722
|
Cornerstone Investment Partners
Atlanta,
Georgia
|
$1.62M
|
-$271K
|
-704
|
-15%
|
|
|
1723
|
1900 Wealth Management
San Antonio,
Texas
|
$1.62M
|
+$290K
|
+753
|
+23%
|
|
|
1724
|
|
$1.61M
|
+$193K
|
+500
|
+14%
|
|
|
1725
|
Compton Capital Management
Providence,
Rhode Island
|
$1.61M
|
+$24.3K
|
+63
|
+2%
|
|
