|
976
|
Certuity
North Palm Beach,
Florida
|
$3.07M
|
-$355K
|
-7,351
|
-11%
|
|
|
977
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$3.05M
|
+$15.7K
|
+326
|
+0.5%
|
|
|
978
|
Simplicity Wealth
Summit,
New Jersey
|
$3.05M
|
+$2.65M
|
+54,850
|
+918%
|
|
|
979
|
Boston Family Office
Boston,
Massachusetts
|
$3.05M
|
-$40.2K
|
-833
|
-1%
|
|
|
980
|
Diversified Trust
Memphis,
Tennessee
|
$3.04M
|
+$94.4K
|
+1,954
|
+3%
|
|
|
981
|
Trevian Wealth Management
Weston,
Massachusetts
|
$3.02M
|
+$479K
|
+9,925
|
+20%
|
|
|
982
|
Pachira Investments
Dana Point,
California
|
$3.01M
|
+$488K
|
+10,098
|
+20%
|
|
|
983
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3M
|
+$1.34M
|
+27,654
|
+86%
|
|
|
984
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$3M
|
-$198K
|
-4,096
|
-6%
|
|
|
985
|
Gray Private Wealth
Canton,
Massachusetts
|
$2.99M
|
+$2.88M
|
+59,597
|
New
|
|
|
986
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$2.96M
|
+$31.4K
|
+650
|
+1%
|
|
|
987
|
First National Trust
Hermitage,
Pennsylvania
|
$2.94M
|
-$24K
|
-497
|
-0.8%
|
|
|
988
|
Five Oceans Advisors
Santa Monica,
California
|
$2.91M
|
-$324K
|
-6,705
|
-10%
|
|
|
989
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$2.9M
|
+$1.05M
|
+21,773
|
+60%
|
|
|
990
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.9M
|
+$2.79M
|
+57,791
|
New
|
|
|
991
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$2.9M
|
+$46.6K
|
+964
|
+2%
|
|
|
992
|
Beacon Financial Group
Dallas,
Texas
|
$2.89M
|
-$103K
|
-2,139
|
-4%
|
|
|
993
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.88M
|
+$98.5K
|
+2,040
|
+4%
|
|
|
994
|
Falcon Wealth Planning
Ontario,
California
|
$2.88M
|
-$317K
|
-6,571
|
-10%
|
|
|
995
|
Horizon Investment Services
Hammond,
Indiana
|
$2.84M
|
-$206K
|
-4,275
|
-7%
|
|
|
996
|
NorthLanding Financial Partners
Rochester,
New York
|
$2.82M
|
-$5.12K
|
-106
|
-0.2%
|
|
|
997
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$2.81M
|
+$95.9K
|
+1,985
|
+4%
|
|
|
998
|
Moser Wealth Advisors
Bellevue,
Washington
|
$2.81M
|
+$48.6K
|
+1,006
|
+2%
|
|
|
999
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$2.81M
|
-$79.4K
|
-1,645
|
-3%
|
|
|
1000
|
Washington Trust Bank
Spokane,
Washington
|
$2.8M
|
+$3.33K
|
+69
|
+0.1%
|
|
