|
926
|
SVB Wealth
Boston,
Massachusetts
|
$19.5M
|
-$1.33M
|
-1,994
|
-7%
|
|
|
927
|
TriCert Investment Counsel
Waterloo,
|
$19.4M
|
+$18.8M
|
+28,271
|
New
|
|
|
928
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$19.4M
|
+$4.26M
|
+6,391
|
+29%
|
|
|
929
|
Vested Financial Planning
San Carlos,
California
|
$19.3M
|
+$279K
|
+419
|
+2%
|
|
|
930
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$19.3M
|
+$226K
|
+339
|
+1%
|
|
|
931
|
Cadia Private Client
Parsippany,
New Jersey
|
$19.3M
|
+$767K
|
+1,150
|
+4%
|
|
|
932
|
Atomi Financial Group
New York
|
$19.3M
|
-$3.33K
|
-5
|
-0%
|
|
|
933
|
Glenview Trust
Louisville,
Kentucky
|
$19.3M
|
+$279K
|
+418
|
+2%
|
|
|
934
|
Two Sigma Securities
New York
|
$19.3M
|
+$12.4M
|
+18,527
|
+194%
|
|
|
935
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$19.3M
|
-$365K
|
-547
|
-2%
|
|
|
936
|
|
$19.3M
|
-$66.7K
|
-100
|
-0.4%
|
|
|
937
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$19.2M
|
+$11M
|
+16,495
|
+144%
|
|
|
938
|
Allie Family Office
Miami,
Florida
|
$19.2M
|
-$316K
|
-474
|
-2%
|
|
|
939
|
Skyline Advisors
Bellingham,
Washington
|
$19.1M
|
+$10.6M
|
+15,838
|
+132%
|
|
|
940
|
Independent Family Office
Albany,
New York
|
$19.1M
|
+$1.18M
|
+1,765
|
+7%
|
|
|
941
|
Copper Harbor Investment Advisors
Appleton,
Wisconsin
|
$19M
|
+$18.4M
|
+27,598
|
New
|
|
|
942
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$18.9M
|
-$13.2M
|
-19,815
|
-42%
|
|
|
943
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
$18.9M
|
+$47.3K
|
+71
|
+0.3%
|
|
|
944
|
FWG Investments
Lexington,
Kentucky
|
$18.9M
|
-$517K
|
-776
|
-3%
|
|
|
945
|
Clark Asset Management
Stratham,
New Hampshire
|
$18.8M
|
+$5.17M
|
+7,762
|
+40%
|
|
|
946
|
Lowery Thomas LLC
Pebble Beach,
California
|
$18.8M
|
-$126K
|
-189
|
-0.7%
|
|
|
947
|
Corda Investment Management
Houston,
Texas
|
$18.7M
|
+$164K
|
+246
|
+0.9%
|
|
|
948
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$18.5M
|
+$18M
|
+27,000
|
New
|
|
|
949
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$18.4M
|
+$5.25M
|
+7,880
|
+42%
|
|
|
950
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$18.4M
|
+$3.43M
|
+5,138
|
+24%
|
|
