|
1101
|
Graypoint LLC
Albany,
New York
|
$33.9M
|
+$3.51M
|
+20,886
|
+12%
|
|
|
1102
|
CRA Financial Services
Northfield,
New Jersey
|
$33.9M
|
+$475K
|
+2,825
|
+1%
|
|
|
1103
|
Regent Investment Management
Louisville,
Kentucky
|
$33.8M
|
-$864K
|
-5,135
|
-3%
|
|
|
1104
|
Perennial Investment Advisors
Los Angeles,
California
|
$33.8M
|
+$143K
|
+851
|
+0.4%
|
|
|
1105
|
Campbell Capital Management
Miami,
Florida
|
$33.8M
|
-$3.51M
|
-20,855
|
-10%
|
|
|
1106
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$33.8M
|
-$1.64M
|
-9,779
|
-5%
|
|
|
1107
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$33.8M
|
+$800K
|
+4,759
|
+3%
|
|
|
1108
|
Condor Capital Management
Martinsville,
New Jersey
|
$33.7M
|
-$2.12M
|
-12,581
|
-6%
|
|
|
1109
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$33.7M
|
-$367K
|
-2,183
|
-1%
|
|
|
1110
|
WP Advisors
San Francisco,
California
|
$33.5M
|
-$332K
|
-1,972
|
-1%
|
|
|
1111
|
|
$33.5M
|
-$3.96M
|
-23,578
|
-11%
|
|
|
1112
|
V Wealth Advisors
Overland Park,
Kansas
|
$33.5M
|
-$3.64M
|
-21,630
|
-10%
|
|
|
1113
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$33.5M
|
+$172K
|
+1,025
|
+0.5%
|
|
|
1114
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$33.5M
|
-$317K
|
-1,888
|
-1%
|
|
|
1115
|
Winning Points Advisors
Boca Raton,
Florida
|
$33.5M
|
+$23.7M
|
+141,218
|
+279%
|
|
|
1116
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$33.5M
|
-$1.15M
|
-6,837
|
-3%
|
|
|
1117
|
Csenge Advisory Group
Clearwater,
Florida
|
$33.5M
|
+$9.08M
|
+53,991
|
+39%
|
|
|
1118
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$33.4M
|
-$1.84M
|
-10,967
|
-5%
|
|
|
1119
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$33.4M
|
-$2.13M
|
-12,690
|
-6%
|
|
|
1120
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$33.3M
|
-$7.63M
|
-45,377
|
-19%
|
|
|
1121
|
JGP Wealth Management
Bend,
Oregon
|
$33.3M
|
+$416K
|
+2,474
|
+1%
|
|
|
1122
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$33.2M
|
+$464K
|
+2,762
|
+1%
|
|
|
1123
|
Montis Financial
Waltham,
Massachusetts
|
$33.2M
|
-$498K
|
-2,960
|
-2%
|
|
|
1124
|
Realta Investment Advisors
Wilmington,
Delaware
|
$33.1M
|
-$710K
|
-4,220
|
-2%
|
|
|
1125
|
Sanford Advisory Services
Portage,
Michigan
|
$33M
|
-$3.22M
|
-19,141
|
-9%
|
|
