|
1401
|
Journey Advisory Group
Covington,
Kentucky
|
$1.67M
|
+$57.3K
|
+536
|
+4%
|
|
|
1402
|
Doliver Advisors
Houston,
Texas
|
$1.67M
|
+$120K
|
+1,124
|
+8%
|
|
|
1403
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.67M
|
+$103K
|
+961
|
+7%
|
|
|
1404
|
Dodge & Cox
San Francisco,
California
|
$1.67M
|
–
|
–
|
–
|
|
|
1405
|
|
$1.66M
|
–
|
–
|
–
|
|
|
1406
|
Klingenstein Fields & Co
New York
|
$1.66M
|
-$1.82K
|
-17
|
-0.1%
|
|
|
1407
|
Pacific Global Investment Management
Glendale,
California
|
$1.66M
|
+$46.3K
|
+433
|
+3%
|
|
|
1408
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.65M
|
+$135K
|
+1,262
|
+9%
|
|
|
1409
|
Oxler Private Wealth
Rye Brook,
New York
|
$1.64M
|
+$478K
|
+4,473
|
+42%
|
|
|
1410
|
McDaniel Terry & Co
Austin,
Texas
|
$1.64M
|
+$6.31K
|
+59
|
+0.4%
|
|
|
1411
|
Spinnaker Trust
Portland,
Maine
|
$1.63M
|
+$47.6K
|
+445
|
+3%
|
|
|
1412
|
Investors Research Corp
Atlanta,
Georgia
|
$1.63M
|
-$29.4K
|
-275
|
-2%
|
|
|
1413
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.63M
|
+$201K
|
+1,879
|
+14%
|
|
|
1414
|
Excalibur Management
Waltham,
Massachusetts
|
$1.63M
|
+$89.6K
|
+838
|
+6%
|
|
|
1415
|
Inscription Capital
Houston,
Texas
|
$1.62M
|
-$81.5K
|
-762
|
-5%
|
|
|
1416
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.61M
|
+$22.4K
|
+209
|
+1%
|
|
|
1417
|
Cypress Asset Management
Houston,
Texas
|
$1.61M
|
-$14.4K
|
-135
|
-0.9%
|
|
|
1418
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.61M
|
+$96.1K
|
+898
|
+6%
|
|
|
1419
|
Beacon Financial Group
Dallas,
Texas
|
$1.61M
|
–
|
–
|
–
|
|
|
1420
|
Apriem Advisors
Irvine,
California
|
$1.61M
|
-$5.35K
|
-50
|
-0.3%
|
|
|
1421
|
Jackson Square Capital
San Francisco,
California
|
$1.6M
|
+$186K
|
+1,740
|
+13%
|
|
|
1422
|
Access Financial Services
Minneapolis,
Minnesota
|
$1.6M
|
-$101K
|
-941
|
-6%
|
|
|
1423
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.6M
|
+$592K
|
+5,536
|
+60%
|
|
|
1424
|
Blankinship & Foster
Solana Beach,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
1425
|
Poplar Forest Capital
Pasadena,
California
|
$1.6M
|
-$32.1K
|
-300
|
-2%
|
|
