|
1376
|
Whalerock Point Partners
Providence,
Rhode Island
|
$39.2M
|
-$765K
|
-2,675
|
-2%
|
|
|
1377
|
Vision Retirement
Ridgewood,
New Jersey
|
$39.2M
|
+$157K
|
+548
|
+0.4%
|
|
|
1378
|
Semus Wealth Partners
Boca Raton,
Florida
|
$39.1M
|
-$464K
|
-1,623
|
-1%
|
|
|
1379
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$39.1M
|
+$22.1M
|
+77,210
|
+133%
|
|
|
1380
|
Rockline Wealth Management
Plainview,
New York
|
$39M
|
-$215K
|
-751
|
-0.6%
|
|
|
1381
|
Bensler
Bellevue,
Washington
|
$39M
|
+$412K
|
+1,440
|
+1%
|
|
|
1382
|
GDS Wealth Management
Flower Mound,
Texas
|
$39M
|
+$2.07M
|
+7,242
|
+6%
|
|
|
1383
|
Icon Wealth Advisors
Houston,
Texas
|
$39M
|
+$7.11M
|
+24,844
|
+23%
|
|
|
1384
|
Synergy Asset Management
Vancouver,
Washington
|
$39M
|
-$6.74M
|
-23,573
|
-15%
|
|
|
1385
|
Family Management
New York
|
$39M
|
+$6.03M
|
+21,092
|
+19%
|
|
|
1386
|
Hardy Reed
Tupelo,
Mississippi
|
$39M
|
-$45.2K
|
-158
|
-0.1%
|
|
|
1387
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$38.9M
|
-$178K
|
-623
|
-0.5%
|
|
|
1388
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$38.8M
|
+$38.4M
|
+134,146
|
New
|
|
|
1389
|
JB Capital
Wethersfield,
Connecticut
|
$38.8M
|
+$254K
|
+887
|
+0.7%
|
|
|
1390
|
Clarity Wealth Advisors
San Jose,
California
|
$38.7M
|
-$481K
|
-1,682
|
-1%
|
|
|
1391
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$38.6M
|
-$290K
|
-1,013
|
-0.8%
|
|
|
1392
|
1ST Source Bank
South Bend,
Indiana
|
$38.6M
|
-$85K
|
-297
|
-0.2%
|
|
|
1393
|
Buffalo Business & Estate Services
Orchard Park,
New York
|
$38.5M
|
-$39.9M
|
-139,489
|
Closed
|
|
|
1394
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$38.4M
|
-$211K
|
-736
|
-0.6%
|
|
|
1395
|
Regatta Capital Group
El Segundo,
California
|
$38.3M
|
+$2.42M
|
+8,473
|
+7%
|
|
|
1396
|
RPG Investment Advisory
Pleasanton,
California
|
$38.3M
|
-$211K
|
-739
|
-0.6%
|
|
|
1397
|
RVW Wealth
Los Angeles,
California
|
$38.2M
|
-$1.1M
|
-3,831
|
-3%
|
|
|
1398
|
Princeton Capital Management
Red Bank,
New Jersey
|
$38.2M
|
-$1.05M
|
-3,664
|
-3%
|
|
|
1399
|
Steele Capital Management
Dubuque,
Iowa
|
$38.2M
|
-$1.17M
|
-4,077
|
-3%
|
|
|
1400
|
BOCHK Asset Management
Hong Kong
|
$38.2M
|
+$3.62M
|
+12,650
|
+11%
|
|
