|
1001
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.32M
|
-$1.08M
|
1
|
0.04%
|
Reduced
|
|
|
1002
|
O'Rourke & Company
Boston,
Massachusetts
|
$2.29M
|
+$3.83K
|
1
|
1.33%
|
Increased
|
|
|
1003
|
Pensionfund Sabic
Sittard,
Netherlands
|
$2.29M
|
-$456K
|
1
|
0.68%
|
Reduced
|
|
|
1004
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$2.28M
|
-$1.65M
|
1
|
1.94%
|
Reduced
|
|
|
1005
|
Gifford Fong Associates
Lafayette,
California
|
$2.27M
|
$0
|
1
|
0.63%
|
Maintained
|
|
|
1006
|
Little House Capital
Braintree,
Massachusetts
|
$2.27M
|
-$169K
|
1
|
0.75%
|
Reduced
|
|
|
1007
|
Zuckerman Investment Group
Chicago,
Illinois
|
$2.26M
|
+$551K
|
1
|
0.26%
|
Increased
|
|
|
1008
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.26M
|
-$308K
|
2
|
0.08%
|
Reduced
|
|
|
1009
|
Lantz Financial
Naperville,
Illinois
|
$2.26M
|
+$56.7K
|
1
|
0.73%
|
Increased
|
|
|
1010
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.25M
|
-$85.9K
|
1
|
0.18%
|
Reduced
|
|
|
1011
|
NBC Securities
Birmingham,
Alabama
|
$2.25M
|
-$21K
|
3
|
0.21%
|
Reduced
|
|
|
1012
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$2.25M
|
-$59.3K
|
1
|
0.91%
|
Reduced
|
|
|
1013
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.25M
|
+$211K
|
1
|
0.02%
|
Increased
|
|
|
1014
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.23M
|
+$97.8K
|
1
|
0.06%
|
Increased
|
|
|
1015
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$2.23M
|
-$54.7K
|
1
|
2.55%
|
Reduced
|
|
|
1016
|
Sompo Asset Management
Tokyo,
Japan
|
$2.23M
|
-$1.49M
|
1
|
0.36%
|
Reduced
|
|
|
1017
|
Valicenti Advisory Services
Elmira,
New York
|
$2.22M
|
-$27.4K
|
1
|
0.62%
|
Reduced
|
|
|
1018
|
Aries Wealth Management
Portland,
Maine
|
$2.22M
|
$0
|
1
|
0.72%
|
Maintained
|
|
|
1019
|
Ceera Investments
Bellaire,
Texas
|
$2.21M
|
$0
|
1
|
0.97%
|
Maintained
|
|
|
1020
|
Bay Colony Advisors
Concord,
Massachusetts
|
$2.21M
|
+$27.2K
|
1
|
0.39%
|
Increased
|
|
|
1021
|
Hartline Investment Corp
Winnetka,
Illinois
|
$2.21M
|
-$7.46M
|
1
|
0.39%
|
Reduced
|
|
|
1022
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$2.21M
|
-$192K
|
1
|
0.34%
|
Reduced
|
|
|
1023
|
D.J. St. Germain
Springfield,
Massachusetts
|
$2.2M
|
-$89K
|
1
|
0.11%
|
Reduced
|
|
|
1024
|
Trust Point Inc
La Crosse,
Wisconsin
|
$2.2M
|
-$480K
|
1
|
0.17%
|
Reduced
|
|
|
1025
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$2.2M
|
+$1.12M
|
1
|
0.8%
|
Increased
|
|
