|
1026
|
Blue Fin Capital
Warren,
Rhode Island
|
$18.2M
|
+$128K
|
+1,992
|
+0.8%
|
|
|
1027
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$18.1M
|
-$329K
|
-5,108
|
-2%
|
|
|
1028
|
Wellington Shields Capital Management
New York
|
$18.1M
|
-$197K
|
-3,056
|
-1%
|
|
|
1029
|
First American Trust
Santa Ana,
California
|
$18.1M
|
-$468K
|
-7,280
|
-3%
|
|
|
1030
|
Columbus Circle Investors
|
$18.1M
|
-$27.2M
|
-423,400
|
-63%
|
|
|
1031
|
Spinnaker Trust
Portland,
Maine
|
$18M
|
-$720K
|
-11,188
|
-4%
|
|
|
1032
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$18M
|
-$55.8K
|
-868
|
-0.4%
|
|
|
1033
|
|
$18M
|
-$607K
|
-9,432
|
-4%
|
|
|
1034
|
Strategic Advisors
New York
|
$18M
|
-$314K
|
-4,884
|
-2%
|
|
|
1035
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$18M
|
-$183K
|
-2,848
|
-1%
|
|
|
1036
|
ExodusPoint Capital Management
New York
|
$18M
|
-$27.7M
|
-430,800
|
-64%
|
|
|
1037
|
DRH Investments
Thousand Oaks,
California
|
$18M
|
+$15.7M
|
+244,676
|
New
|
|
|
1038
|
Adams Asset Advisors
Dallas,
Texas
|
$17.8M
|
-$383K
|
-5,948
|
-2%
|
|
|
1039
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$17.8M
|
+$583K
|
+9,060
|
+4%
|
|
|
1040
|
Ballentine Partners
Waltham,
Massachusetts
|
$17.8M
|
-$222K
|
-3,456
|
-1%
|
|
|
1041
|
Lionstone Capital Management
New York
|
$17.8M
|
–
|
–
|
–
|
|
|
1042
|
|
$17.7M
|
-$291K
|
-4,516
|
-2%
|
|
|
1043
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$17.7M
|
-$12.2M
|
-190,076
|
-44%
|
|
|
1044
|
Corient Capital Partners
Newport Beach,
California
|
$17.7M
|
+$1.05M
|
+16,276
|
+7%
|
|
|
1045
|
WP Advisors
San Francisco,
California
|
$17.7M
|
+$2.06K
|
+32
|
+0%
|
|
|
1046
|
Koshinski Asset Management
Decatur,
Illinois
|
$17.6M
|
+$3.46M
|
+53,740
|
+29%
|
|
|
1047
|
Telos Capital Management
San Diego,
California
|
$17.5M
|
+$473K
|
+7,348
|
+3%
|
|
|
1048
|
Glassman Wealth Services
Vienna,
Virginia
|
$17.5M
|
-$597K
|
-9,276
|
-4%
|
|
|
1049
|
Essex Financial Services
Essex,
Connecticut
|
$17.4M
|
+$650K
|
+10,096
|
+4%
|
|
|
1050
|
Augustine Asset Management
Jacksonville,
Florida
|
$17.4M
|
+$220K
|
+3,424
|
+1%
|
|
