|
1026
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$1.8M
|
–
|
–
|
–
|
|
|
1027
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.8M
|
+$92.9K
|
+465
|
+6%
|
|
|
1028
|
Shoker Investment Counsel
Oxford,
Ohio
|
$1.79M
|
+$15.8K
|
+79
|
+0.9%
|
|
|
1029
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.77M
|
–
|
–
|
–
|
|
|
1030
|
|
$1.77M
|
-$6.39K
|
-32
|
-0.4%
|
|
|
1031
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.77M
|
+$545K
|
+2,730
|
+47%
|
|
|
1032
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.77M
|
+$119K
|
+596
|
+8%
|
|
|
1033
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.76M
|
-$115K
|
-578
|
-6%
|
|
|
1034
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.75M
|
+$34.8K
|
+174
|
+2%
|
|
|
1035
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.75M
|
+$819K
|
+4,100
|
+95%
|
|
|
1036
|
NWAM LLC
Mercer Island,
Washington
|
$1.75M
|
+$1.68M
|
+8,401
|
New
|
|
|
1037
|
Tiedemann Advisors
New York
|
$1.75M
|
+$846K
|
+4,236
|
+102%
|
|
|
1038
|
American National Registered Investment Advisor
Galveston,
Texas
|
$1.75M
|
–
|
–
|
–
|
|
|
1039
|
Brighton Jones LLC
Seattle,
Washington
|
$1.75M
|
-$87.9K
|
-440
|
-5%
|
|
|
1040
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.74M
|
+$167K
|
+836
|
+11%
|
|
|
1041
|
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
|
$1.74M
|
+$826K
|
+4,136
|
+98%
|
|
|
1042
|
Inverness Counsel
New York
|
$1.73M
|
-$30.4K
|
-152
|
-2%
|
|
|
1043
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.73M
|
+$108K
|
+539
|
+7%
|
|
|
1044
|
North American Management
Boston,
Massachusetts
|
$1.73M
|
+$116K
|
+579
|
+8%
|
|
|
1045
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$1.71M
|
+$573K
|
+2,870
|
+54%
|
|
|
1046
|
Belpointe Asset Management
Reno,
Nevada
|
$1.69M
|
+$15.8K
|
+79
|
+1%
|
|
|
1047
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$1.69M
|
-$34K
|
-170
|
-2%
|
|
|
1048
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$1.69M
|
+$195K
|
+974
|
+14%
|
|
|
1049
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.68M
|
-$571K
|
-2,857
|
-26%
|
|
|
1050
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$1.68M
|
–
|
–
|
–
|
|
