|
2101
|
Fusion Family Wealth
Woodbury,
New York
|
$2.23M
|
–
|
–
|
–
|
|
|
2102
|
Vaughan David Investments
Peoria,
Illinois
|
$2.22M
|
+$311K
|
+6,868
|
+17%
|
|
|
2103
|
Ken Stern & Associates
San Diego,
California
|
$2.22M
|
-$20.9K
|
-460
|
-0.9%
|
|
|
2104
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$2.21M
|
-$1.18M
|
-25,920
|
-35%
|
|
|
2105
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$2.2M
|
-$33.4K
|
-736
|
-2%
|
|
|
2106
|
Kaizen Advisory
Wheaton,
Illinois
|
$2.19M
|
+$1.25M
|
+27,592
|
+139%
|
|
|
2107
|
Factorial Partners
Mt. Kisco,
New York
|
$2.19M
|
–
|
–
|
–
|
|
|
2108
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$2.18M
|
–
|
–
|
–
|
|
|
2109
|
Derby & Company
Newton,
Massachusetts
|
$2.18M
|
–
|
–
|
–
|
|
|
2110
|
American Asset Management
Boca Raton,
Florida
|
$2.18M
|
-$113K
|
-2,496
|
-5%
|
|
|
2111
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$2.18M
|
-$24.9K
|
-548
|
-1%
|
|
|
2112
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$2.17M
|
-$3.72M
|
-82,068
|
-64%
|
|
|
2113
|
Orser Capital Management
Southlake,
Texas
|
$2.17M
|
-$27.4K
|
-604
|
-1%
|
|
|
2114
|
Tributary Capital Management
Omaha,
Nebraska
|
$2.17M
|
-$124K
|
-2,740
|
-6%
|
|
|
2115
|
Willow Creek Wealth Management
Sebastopol,
California
|
$2.17M
|
-$657K
|
-14,496
|
-24%
|
|
|
2116
|
Cooper/Haims Advisors
Victor,
New York
|
$2.16M
|
+$5.62K
|
+124
|
+0.3%
|
|
|
2117
|
Summit Financial Group
Moorefield,
West Virginia
|
$2.16M
|
–
|
–
|
–
|
|
|
2118
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
$2.16M
|
+$37.7K
|
+832
|
+2%
|
|
|
2119
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$2.16M
|
-$21.6K
|
-476
|
-1%
|
|
|
2120
|
Profit Investment Management
North Bethesda,
Maryland
|
$2.16M
|
–
|
–
|
–
|
|
|
2121
|
Affiance Financial
St. Louis Park,
Minnesota
|
$2.16M
|
-$3.27K
|
-72
|
-0.2%
|
|
|
2122
|
Northwest Wealth Management
Spencer,
Iowa
|
$2.15M
|
-$6.71K
|
-148
|
-0.3%
|
|
|
2123
|
Sustainable Growth Advisers
Stamford,
Connecticut
|
$2.13M
|
–
|
–
|
–
|
|
|
2124
|
Dodge & Cox
San Francisco,
California
|
$2.13M
|
–
|
–
|
–
|
|
|
2125
|
Monroe Bank & Trust
Monroe,
Michigan
|
$2.12M
|
-$143K
|
-3,164
|
-6%
|
|
