|
1026
|
Woodstock Corp
Boston,
Massachusetts
|
$13.9M
|
-$23K
|
-440
|
-0.2%
|
|
|
1027
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$13.9M
|
-$99.8K
|
-1,908
|
-0.8%
|
|
|
1028
|
Glassman Wealth Services
Vienna,
Virginia
|
$13.9M
|
-$151K
|
-2,892
|
-1%
|
|
|
1029
|
Aljian Capital Management
Carson City,
Nevada
|
$13.9M
|
-$231K
|
-4,416
|
-2%
|
|
|
1030
|
Clare Market Investments
Dallas,
Texas
|
$13.8M
|
+$134K
|
+2,560
|
+1%
|
|
|
1031
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$13.8M
|
+$726K
|
+13,880
|
+6%
|
|
|
1032
|
Monetary Management Group
St Louis,
Missouri
|
$13.8M
|
+$1.93M
|
+36,936
|
+18%
|
|
|
1033
|
|
$13.8M
|
+$1.24M
|
+23,716
|
+11%
|
|
|
1034
|
Financial Enhancement Group
Anderson,
Indiana
|
$13.8M
|
-$155K
|
-2,968
|
-1%
|
|
|
1035
|
Ballentine Partners
Waltham,
Massachusetts
|
$13.8M
|
+$83K
|
+1,588
|
+0.6%
|
|
|
1036
|
Blue Fin Capital
Warren,
Rhode Island
|
$13.8M
|
-$431K
|
-8,244
|
-3%
|
|
|
1037
|
RiverPark Advisors
New York
|
$13.7M
|
-$1.19M
|
-22,812
|
-9%
|
|
|
1038
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.7M
|
+$1.05M
|
+20,112
|
+9%
|
|
|
1039
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$13.6M
|
+$94.1K
|
+1,800
|
+0.7%
|
|
|
1040
|
Peak Asset Management
Louisville,
Colorado
|
$13.6M
|
-$132K
|
-2,520
|
-1%
|
|
|
1041
|
Regent Investment Management
Louisville,
Kentucky
|
$13.6M
|
+$97.2K
|
+1,860
|
+0.8%
|
|
|
1042
|
Lionstone Capital Management
New York
|
$13.6M
|
-$7.48M
|
-143,040
|
-37%
|
|
|
1043
|
UAS Asset Management
New York
|
$13.5M
|
-$1.63M
|
-31,200
|
-11%
|
|
|
1044
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$13.5M
|
-$120K
|
-2,288
|
-0.9%
|
|
|
1045
|
WP Advisors
San Francisco,
California
|
$13.5M
|
-$22K
|
-420
|
-0.2%
|
|
|
1046
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$13.5M
|
-$285K
|
-5,460
|
-2%
|
|
|
1047
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$13.4M
|
-$149K
|
-2,856
|
-1%
|
|
|
1048
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$13.4M
|
-$250K
|
-4,780
|
-2%
|
|
|
1049
|
Abbrea Capital
Greenbrae,
California
|
$13.4M
|
+$148K
|
+2,840
|
+1%
|
|
|
1050
|
Verity & Verity
Beaufort,
South Carolina
|
$13.3M
|
+$1.05M
|
+20,060
|
+9%
|
|
