|
5001
|
DB Wealth Management Group
San Diego,
California
|
$156M
|
+$10.3M
|
+7%
|
|
|
394
|
|
|
|
5002
|
Hutner Capital Management
Manchester,
Vermont
|
$156M
|
+$3.75M
|
+2%
|
|
|
47
|
|
|
|
5003
|
Orleans Capital Management
Mandeville,
Louisiana
|
$156M
|
+$8.97M
|
+6%
|
|
|
81
|
|
|
|
5004
|
Summit Street Capital Management
New York
|
$156M
|
+$1.98M
|
+1%
|
|
|
33
|
|
|
|
5005
|
Field & Main Bank
Henderson,
Kentucky
|
$156M
|
+$16.7M
|
+12%
|
|
|
209
|
|
|
|
5006
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$156M
|
+$1.38M
|
+0.9%
|
|
|
52
|
|
|
|
5007
|
Mad River Investors
Boston,
Massachusetts
|
$156M
|
+$5.85M
|
+4%
|
|
|
25
|
|
|
|
5008
|
Oakwell Private Wealth Management
Austin,
Texas
|
$156M
|
+$14.6M
|
+10%
|
|
|
65
|
|
|
|
5009
|
Brooktree Capital Management
Gand Rapids,
Michigan
|
$156M
|
+$6.52M
|
+4%
|
|
|
43
|
|
|
|
5010
|
Concentrum Wealth Management
San Jose,
California
|
$156M
|
+$23.3M
|
+18%
|
|
|
58
|
|
|
|
5011
|
Ridgewood Investments
Springfield,
New Jersey
|
$156M
|
-$7.49M
|
-5%
|
|
|
207
|
|
|
|
5012
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$156M
|
+$178K
|
+0.1%
|
|
|
31
|
|
|
|
5013
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$156M
|
+$9.6M
|
+7%
|
|
|
150
|
|
|
|
5014
|
Doheny Asset Management
Los Angeles,
California
|
$155M
|
+$7.81M
|
+5%
|
|
|
105
|
|
|
|
5015
|
Moser Wealth Advisors
Bellevue,
Washington
|
$155M
|
+$12.9M
|
+9%
|
|
|
175
|
|
|
|
5016
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$155M
|
+$26.2M
|
+20%
|
|
|
95
|
|
|
|
5017
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$155M
|
+$14.3M
|
+10%
|
|
|
36
|
|
|
|
5018
|
Boyar Asset Management
New York
|
$155M
|
+$7.35M
|
+5%
|
|
|
85
|
|
|
|
5019
|
TPB Wealth Advisors
San Antonio,
Texas
|
$155M
|
+$38.7M
|
+33%
|
|
|
39
|
|
|
|
5020
|
Hall Capital Management
Barrington,
Rhode Island
|
$155M
|
–
|
–
|
|
|
95
|
|
|
|
5021
|
Masterton Capital Management
New York
|
$155M
|
+$17M
|
+12%
|
|
|
24
|
|
|
|
5022
|
|
$155M
|
+$11M
|
+8%
|
|
|
8
|
|
|
|
5023
|
Lakestar II
St. Peter Port, Gy1 3pp,
Guernsey
|
$155M
|
-$165M
|
-52%
|
|
|
2
|
|
|
|
5024
|
&Partners
Nashville,
Tennessee
|
$155M
|
+$17.1M
|
+12%
|
|
|
183
|
|
|
|
5025
|
Spreng Capital Management
Bucyrus,
Ohio
|
$155M
|
+$10.9M
|
+8%
|
|
|
108
|
|
|