|
1001
|
JGP Wealth Management
Bend,
Oregon
|
$58.7M
|
-$136K
|
-522
|
-0.2%
|
|
|
1002
|
Nilsine Partners
Greenwood Village,
Colorado
|
$58.5M
|
+$1.31M
|
+5,052
|
+2%
|
|
|
1003
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$58.4M
|
-$519K
|
-1,996
|
-0.9%
|
|
|
1004
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$58.1M
|
-$6.55M
|
-25,172
|
-10%
|
|
|
1005
|
Avenir Corporation
Alexandria,
Virginia
|
$58.1M
|
-$439K
|
-1,687
|
-0.7%
|
|
|
1006
|
Addenda Capital
Montreal,
Quebec, Canada
|
$57.8M
|
+$2.81M
|
+10,814
|
+5%
|
|
|
1007
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$57.6M
|
-$1.77M
|
-6,819
|
-3%
|
|
|
1008
|
United Asset Strategies
Garden City,
New York
|
$57.6M
|
-$777K
|
-2,986
|
-1%
|
|
|
1009
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$57.5M
|
+$2.01M
|
+7,719
|
+4%
|
|
|
1010
|
Zhang Financial
Portage,
Michigan
|
$57.4M
|
+$2.43M
|
+9,352
|
+4%
|
|
|
1011
|
AlphaCore Capital
La Jolla,
California
|
$57.4M
|
-$8.2M
|
-31,522
|
-12%
|
|
|
1012
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$57.3M
|
+$4.2M
|
+16,122
|
+8%
|
|
|
1013
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$57.2M
|
-$1.4M
|
-5,387
|
-2%
|
|
|
1014
|
Telos Capital Management
San Diego,
California
|
$57.1M
|
-$165K
|
-633
|
-0.3%
|
|
|
1015
|
F/M Investments
Washington,
District of Columbia
|
$57.1M
|
-$54M
|
-207,551
|
-48%
|
|
|
1016
|
Novare Capital Management
Charlotte,
North Carolina
|
$57M
|
-$754K
|
-2,896
|
-1%
|
|
|
1017
|
Syon Capital
San Francisco,
California
|
$57M
|
+$180K
|
+691
|
+0.3%
|
|
|
1018
|
Vision Capital Management
Portland,
Oregon
|
$57M
|
-$906K
|
-3,483
|
-2%
|
|
|
1019
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$56.9M
|
+$598K
|
+2,298
|
+1%
|
|
|
1020
|
Middleton & Co
Boston,
Massachusetts
|
$56.9M
|
-$868K
|
-3,336
|
-1%
|
|
|
1021
|
SP Asset Management
Cupertino,
California
|
$56.7M
|
+$472K
|
+1,815
|
+0.8%
|
|
|
1022
|
Spinnaker Trust
Portland,
Maine
|
$56.6M
|
+$2.72M
|
+10,444
|
+5%
|
|
|
1023
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$56.4M
|
+$423K
|
+1,627
|
+0.7%
|
|
|
1024
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$56.2M
|
+$194K
|
+747
|
+0.3%
|
|
|
1025
|
Y-Intercept (HK)
Hong Kong
|
$56.1M
|
-$12.4M
|
-47,497
|
-18%
|
|
