|
2501
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$8.15M
|
-$589K
|
-3,500
|
-7%
|
|
|
2502
|
Concentric Wealth Management
Lafayette,
California
|
$8.15M
|
+$398K
|
+2,365
|
+5%
|
|
|
2503
|
Sonata Capital Group
Seattle,
Washington
|
$8.15M
|
-$83.7K
|
-498
|
-1%
|
|
|
2504
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
$8.15M
|
-$160K
|
-954
|
-2%
|
|
|
2505
|
Lynch & Associates
Newburgh,
Indiana
|
$8.11M
|
+$41.2K
|
+245
|
+0.5%
|
|
|
2506
|
Crew Capital Management
Cincinnati,
Ohio
|
$8.09M
|
+$130K
|
+775
|
+2%
|
|
|
2507
|
GDS Wealth Management
Flower Mound,
Texas
|
$8.07M
|
+$177K
|
+1,052
|
+2%
|
|
|
2508
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$8.06M
|
-$3.82M
|
-22,724
|
-33%
|
|
|
2509
|
Summit Asset Management
Memphis,
Tennessee
|
$8.04M
|
-$238K
|
-1,416
|
-3%
|
|
|
2510
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$8.03M
|
-$430K
|
-2,557
|
-5%
|
|
|
2511
|
East Coast Asset Management
Essex,
Massachusetts
|
$8.03M
|
-$60.4K
|
-359
|
-0.8%
|
|
|
2512
|
Atlas Private Wealth Management
Albany,
New York
|
$8.02M
|
-$41K
|
-244
|
-0.5%
|
|
|
2513
|
Planning Directions
Glen Mills,
Pennsylvania
|
$8.01M
|
-$43.6K
|
-259
|
-0.6%
|
|
|
2514
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$7.99M
|
+$10.1K
|
+60
|
+0.1%
|
|
|
2515
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$7.99M
|
-$258M
|
-1,532,538
|
-97%
|
|
|
2516
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$7.99M
|
+$114K
|
+675
|
+1%
|
|
|
2517
|
Gyroscope Capital Management Group
Naples,
Florida
|
$7.99M
|
+$3.71M
|
+22,054
|
+93%
|
|
|
2518
|
Golden State Equity Partners
South Coast Metro,
California
|
$7.99M
|
-$41.7K
|
-248
|
-0.5%
|
|
|
2519
|
Curated Wealth Partners
El Segundo,
California
|
$7.99M
|
–
|
–
|
–
|
|
|
2520
|
Chilton Investment Company
Stamford,
Connecticut
|
$7.98M
|
+$853K
|
+5,072
|
+12%
|
|
|
2521
|
Seven Eight Capital
New York
|
$7.97M
|
+$4M
|
+23,812
|
+109%
|
|
|
2522
|
Kadensa Capital
Central,
Hong Kong
|
$7.96M
|
+$7.66M
|
+45,566
|
New
|
|
|
2523
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$7.93M
|
-$190K
|
-1,132
|
-2%
|
|
|
2524
|
Wolff Wiese Magana
Carslbad,
California
|
$7.93M
|
+$96.4K
|
+573
|
+1%
|
|
|
2525
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$7.92M
|
-$419K
|
-2,491
|
-5%
|
|
