|
1201
|
Lipe & Dalton
Syracuse,
New York
|
$1.25M
|
+$778K
|
+8,200
|
+163%
|
|
|
1202
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$1.25M
|
-$260K
|
-2,746
|
-17%
|
|
|
1203
|
Norman Fields Gottscho Capital Management
New York
|
$1.24M
|
–
|
–
|
–
|
|
|
1204
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.24M
|
+$57.1K
|
+602
|
+5%
|
|
|
1205
|
WBH Advisory
Baltimore,
Maryland
|
$1.24M
|
-$170K
|
-1,794
|
-12%
|
|
|
1206
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.24M
|
+$29.1K
|
+307
|
+2%
|
|
|
1207
|
Doliver Advisors
Houston,
Texas
|
$1.23M
|
+$108K
|
+1,144
|
+10%
|
|
|
1208
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.22M
|
+$33.2K
|
+350
|
+3%
|
|
|
1209
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.21M
|
+$46K
|
+485
|
+4%
|
|
|
1210
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.21M
|
+$384K
|
+4,047
|
+47%
|
|
|
1211
|
SouthState Corp
Winter Haven,
Florida
|
$1.2M
|
+$29.3K
|
+309
|
+2%
|
|
|
1212
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.2M
|
+$52K
|
+548
|
+4%
|
|
|
1213
|
Northside Capital Management
Hood River,
Oregon
|
$1.2M
|
-$158K
|
-1,670
|
-12%
|
|
|
1214
|
Calton & Associates
Tampa,
Florida
|
$1.19M
|
+$44.8K
|
+472
|
+4%
|
|
|
1215
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.19M
|
-$273K
|
-2,874
|
-19%
|
|
|
1216
|
GW & Wade
Wellesley,
Massachusetts
|
$1.19M
|
-$99.8K
|
-1,052
|
-8%
|
|
|
1217
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$1.19M
|
-$21.3K
|
-225
|
-2%
|
|
|
1218
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$1.19M
|
+$237K
|
+2,499
|
+25%
|
|
|
1219
|
Mengis Capital Management
Portland,
Oregon
|
$1.19M
|
-$180K
|
-1,900
|
-13%
|
|
|
1220
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$1.19M
|
–
|
–
|
–
|
|
|
1221
|
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
$1.18M
|
-$2.81M
|
-29,600
|
-70%
|
|
|
1222
|
Diversified Trust
Memphis,
Tennessee
|
$1.18M
|
-$853
|
-9
|
-0.1%
|
|
|
1223
|
Aries Wealth Management
Portland,
Maine
|
$1.18M
|
–
|
–
|
–
|
|
|
1224
|
Tiedemann Advisors
New York
|
$1.18M
|
+$204K
|
+2,150
|
+21%
|
|
|
1225
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$1.17M
|
-$23.7K
|
-250
|
-2%
|
|
