|
1051
|
True North Advisors
Dallas,
Texas
|
$17.4M
|
+$15.2M
|
+236,904
|
New
|
|
|
1052
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$17.3M
|
-$241K
|
-3,740
|
-2%
|
|
|
1053
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$17.3M
|
-$1.04M
|
-16,196
|
-6%
|
|
|
1054
|
Principle Wealth Partners
Madison,
Connecticut
|
$17.3M
|
+$158K
|
+2,452
|
+1%
|
|
|
1055
|
Monetary Management Group
St Louis,
Missouri
|
$17.3M
|
-$701K
|
-10,904
|
-4%
|
|
|
1056
|
Certuity
North Palm Beach,
Florida
|
$17.2M
|
+$15.1M
|
+234,912
|
New
|
|
|
1057
|
Holocene Advisors
New York
|
$17.2M
|
-$133M
|
-2,064,908
|
-90%
|
|
|
1058
|
TrinityPoint Wealth
Milford,
Connecticut
|
$17.2M
|
-$838K
|
-13,028
|
-5%
|
|
|
1059
|
Abbrea Capital
Greenbrae,
California
|
$17.2M
|
-$320K
|
-4,980
|
-2%
|
|
|
1060
|
TownSquare Capital
Provo,
Utah
|
$17.2M
|
-$4.7M
|
-72,988
|
-24%
|
|
|
1061
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$17.2M
|
+$1M
|
+15,616
|
+7%
|
|
|
1062
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$17.1M
|
-$2.06M
|
-32,064
|
-12%
|
|
|
1063
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$17M
|
-$262K
|
-4,072
|
-2%
|
|
|
1064
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$17M
|
-$3.43M
|
-53,296
|
-19%
|
|
|
1065
|
Regent Investment Management
Louisville,
Kentucky
|
$17M
|
-$711K
|
-11,056
|
-5%
|
|
|
1066
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$17M
|
-$376K
|
-5,844
|
-2%
|
|
|
1067
|
Accredited Investors
Edina,
Minnesota
|
$17M
|
+$393K
|
+6,108
|
+3%
|
|
|
1068
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$16.9M
|
-$604K
|
-9,392
|
-4%
|
|
|
1069
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.9M
|
-$172K
|
-2,676
|
-1%
|
|
|
1070
|
Transform Wealth
Greenwood Village,
Colorado
|
$16.9M
|
+$279K
|
+4,336
|
+2%
|
|
|
1071
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$16.9M
|
-$114K
|
-1,776
|
-0.8%
|
|
|
1072
|
Trust Company of Toledo
Holland,
Ohio
|
$16.8M
|
+$238K
|
+3,696
|
+2%
|
|
|
1073
|
Verity & Verity
Beaufort,
South Carolina
|
$16.8M
|
-$319K
|
-4,952
|
-2%
|
|
|
1074
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$16.8M
|
+$25K
|
+388
|
+0.2%
|
|
|
1075
|
SkyOak Wealth
Southfield,
Michigan
|
$16.8M
|
+$14.7M
|
+228,956
|
New
|
|
