|
801
|
Monte Financial Group
Guilford,
Connecticut
|
$2.93M
|
+$2.85M
|
+54,435
|
New
|
|
|
802
|
Enterprise Trust & Investment
Los Gatos,
California
|
$2.91M
|
+$786K
|
+15,000
|
+38%
|
|
|
803
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.91M
|
+$54.9K
|
+1,048
|
+2%
|
|
|
804
|
IEQ Capital
Foster City,
California
|
$2.91M
|
+$2.83M
|
+54,014
|
New
|
|
|
805
|
Cypress Wealth Services
Palm Desert,
California
|
$2.9M
|
-$615K
|
-11,750
|
-18%
|
|
|
806
|
Brio Consultants
San Francisco,
California
|
$2.9M
|
+$367
|
+7
|
+0%
|
|
|
807
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$2.9M
|
+$756K
|
+14,439
|
+37%
|
|
|
808
|
Private Trust Company
Cleveland,
Ohio
|
$2.89M
|
+$119K
|
+2,276
|
+4%
|
|
|
809
|
Adams Wealth Management
Logan,
Utah
|
$2.89M
|
+$2.81M
|
+53,743
|
New
|
|
|
810
|
Mission Wealth Management
Santa Barbara,
California
|
$2.89M
|
+$4.29K
|
+82
|
+0.2%
|
|
|
811
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$2.88M
|
-$607K
|
-11,586
|
-18%
|
|
|
812
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$2.88M
|
–
|
–
|
–
|
|
|
813
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.87M
|
+$548K
|
+10,471
|
+24%
|
|
|
814
|
Paradigm Asset Management
New York
|
$2.87M
|
+$107K
|
+2,050
|
+4%
|
|
|
815
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$2.83M
|
+$82.8K
|
+1,580
|
+3%
|
|
|
816
|
HoyleCohen
San Diego,
California
|
$2.83M
|
+$14.9K
|
+285
|
+0.5%
|
|
|
817
|
Leavell Investment Management
Mobile,
Alabama
|
$2.8M
|
-$421K
|
-8,045
|
-13%
|
|
|
818
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.79M
|
+$2.71M
|
+51,702
|
New
|
|
|
819
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$2.79M
|
-$61.5K
|
-1,175
|
-2%
|
|
|
820
|
EP Wealth Advisors
Torrance,
California
|
$2.79M
|
+$361K
|
+6,893
|
+15%
|
|
|
821
|
Sequent Asset Management
Houston,
Texas
|
$2.77M
|
+$779K
|
+14,871
|
+41%
|
|
|
822
|
Armstrong Shaw Associates
New Canaan,
Connecticut
|
$2.77M
|
-$192K
|
-3,672
|
-7%
|
|
|
823
|
BMT Investment Advisors
Berwyn,
Pennsylvania
|
$2.77M
|
+$319K
|
+6,100
|
+13%
|
|
|
824
|
|
$2.76M
|
–
|
–
|
–
|
|
|
825
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.75M
|
-$256K
|
-4,883
|
-9%
|
|
