|
951
|
Inverness Counsel
New York
|
$3.27M
|
–
|
–
|
–
|
|
|
952
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$3.26M
|
+$798K
|
+1,891
|
+34%
|
|
|
953
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$3.25M
|
+$68.8K
|
+163
|
+2%
|
|
|
954
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$3.25M
|
+$179K
|
+425
|
+6%
|
|
|
955
|
Stockman Wealth Management
Billings,
Montana
|
$3.25M
|
-$12.7K
|
-30
|
-0.4%
|
|
|
956
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$3.23M
|
–
|
–
|
–
|
|
|
957
|
One Capital Management
Westlake Village,
California
|
$3.21M
|
+$177K
|
+419
|
+6%
|
|
|
958
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$3.2M
|
-$12.7K
|
-30
|
-0.4%
|
|
|
959
|
Fulcrum Equity Management
Plano,
Texas
|
$3.19M
|
+$3.09M
|
+7,312
|
New
|
|
|
960
|
Perennial Investment Advisors
Los Angeles,
California
|
$3.19M
|
+$23.6K
|
+56
|
+0.8%
|
|
|
961
|
9258 Wealth Management
Blue Ash,
Ohio
|
$3.17M
|
+$938K
|
+2,223
|
+44%
|
|
|
962
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.17M
|
+$5.07K
|
+12
|
+0.2%
|
|
|
963
|
FOCUS Wealth Advisors
Houston,
Texas
|
$3.16M
|
–
|
–
|
–
|
|
|
964
|
Private Portfolio Partners
Paramus,
New Jersey
|
$3.16M
|
-$285K
|
-674
|
-9%
|
|
|
965
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$3.1M
|
+$72.6K
|
+172
|
+2%
|
|
|
966
|
Cambridge Trust
Cambridge,
Massachusetts
|
$3.1M
|
+$2.51M
|
+5,946
|
+518%
|
|
|
967
|
Iconiq Capital
San Francisco,
California
|
$3.09M
|
–
|
–
|
–
|
|
|
968
|
Warner Financial
Bethesda,
Maryland
|
$3.08M
|
+$2.98M
|
+7,063
|
New
|
|
|
969
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3.08M
|
-$422
|
-1
|
-0%
|
|
|
970
|
SFG Wealth Management
Towson,
Maryland
|
$3.08M
|
+$2.97M
|
+7,047
|
New
|
|
|
971
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$3.08M
|
+$2.97M
|
+7,047
|
New
|
|
|
972
|
Sanford Advisory Services
Portage,
Michigan
|
$3.08M
|
+$389K
|
+921
|
+15%
|
|
|
973
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.06M
|
-$60.4K
|
-143
|
-2%
|
|
|
974
|
Childress Capital Advisors
Houston,
Texas
|
$3.05M
|
-$1.29M
|
-3,057
|
-30%
|
|
|
975
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.05M
|
+$21.1K
|
+50
|
+0.7%
|
|
