|
826
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.3M
|
+$312K
|
+7,256
|
+36%
|
|
|
827
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.3M
|
+$1.38K
|
+32
|
+0.1%
|
|
|
828
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.3M
|
+$40.5K
|
+942
|
+4%
|
|
|
829
|
Boston Financial Management
Boston,
Massachusetts
|
$1.3M
|
+$43K
|
+1,000
|
+4%
|
|
|
830
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$1.3M
|
+$8.59K
|
+200
|
+0.7%
|
|
|
831
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.3M
|
-$40.6K
|
-946
|
-3%
|
|
|
832
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$1.29M
|
+$341K
|
+7,938
|
+41%
|
|
|
833
|
Acropolis Investment Management
St. Louis,
Missouri
|
$1.28M
|
-$24.5K
|
-570
|
-2%
|
|
|
834
|
Cladis Investment Advisory
Billings,
Montana
|
$1.28M
|
+$133K
|
+3,090
|
+13%
|
|
|
835
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.27M
|
+$1.15M
|
+26,866
|
New
|
|
|
836
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1.27M
|
+$86
|
+2
|
+0%
|
|
|
837
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.27M
|
-$2.32K
|
-54
|
-0.2%
|
|
|
838
|
Washburn Capital Management
Vero Beach,
Florida
|
$1.26M
|
-$227K
|
-5,294
|
-17%
|
|
|
839
|
Narus Financial Partners
Salt Lake City,
Utah
|
$1.26M
|
-$42.8K
|
-996
|
-4%
|
|
|
840
|
Montag & Associates
Atlanta,
Georgia
|
$1.26M
|
-$42.7K
|
-994
|
-4%
|
|
|
841
|
MA Private Wealth
San Carlos,
California
|
$1.26M
|
-$450K
|
-10,476
|
-28%
|
|
|
842
|
Joule Financial
Lexington,
Kentucky
|
$1.25M
|
+$92.1K
|
+2,144
|
+9%
|
|
|
843
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$1.25M
|
+$7.04K
|
+164
|
+0.6%
|
|
|
844
|
Greenline Partners
New York
|
$1.25M
|
-$86
|
-2
|
-0%
|
|
|
845
|
Wellington Management Group
Boston,
Massachusetts
|
$1.24M
|
-$17.3M
|
-402,168
|
-94%
|
|
|
846
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.24M
|
–
|
–
|
–
|
|
|
847
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.24M
|
-$82.2K
|
-1,914
|
-7%
|
|
|
848
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.23M
|
+$77.7K
|
+1,808
|
+7%
|
|
|
849
|
Soltis Investment Advisors
St. George,
Utah
|
$1.23M
|
-$251K
|
-5,854
|
-18%
|
|
|
850
|
Moors & Cabot
Boston,
Massachusetts
|
$1.23M
|
+$131K
|
+3,058
|
+13%
|
|
