|
1026
|
Oppenheimer Asset Management
New York
|
$2.59M
|
+$2.85M
|
+25,212
|
New
|
|
|
1027
|
DF Dent & Co
Baltimore,
Maryland
|
$2.59M
|
-$618K
|
-5,477
|
-18%
|
|
|
1028
|
Fideuram - Intesa Sanpaolo Private Banking
Turin,
|
$2.58M
|
+$988K
|
+8,749
|
+53%
|
|
|
1029
|
Dover Advisors
Richmond,
Virginia
|
$2.58M
|
+$31.7K
|
+281
|
+1%
|
|
|
1030
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$2.57M
|
+$66.5K
|
+589
|
+2%
|
|
|
1031
|
Keynote Financial Services
Vernon,
Connecticut
|
$2.57M
|
-$21.5K
|
-190
|
-0.8%
|
|
|
1032
|
Simplicity Wealth
Summit,
New Jersey
|
$2.57M
|
+$746K
|
+6,608
|
+36%
|
|
|
1033
|
Level Four Advisory Services
Dallas,
Texas
|
$2.57M
|
+$83.3K
|
+738
|
+3%
|
|
|
1034
|
Sivik Global Healthcare
Greenwich,
Connecticut
|
$2.57M
|
-$1.69M
|
-15,000
|
-38%
|
|
|
1035
|
Chilton Investment Company
Stamford,
Connecticut
|
$2.56M
|
+$74K
|
+655
|
+3%
|
|
|
1036
|
TIAA Wealth Investment Management
New York
|
$2.54M
|
+$2.8M
|
+24,776
|
New
|
|
|
1037
|
Voleon Capital Management
Berkeley,
California
|
$2.54M
|
-$7.06M
|
-62,534
|
-72%
|
|
|
1038
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$2.54M
|
+$376K
|
+3,330
|
+16%
|
|
|
1039
|
Tred Avon Family Wealth
Easton,
Maryland
|
$2.54M
|
-$5.87K
|
-52
|
-0.2%
|
|
|
1040
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.53M
|
+$201K
|
+1,782
|
+8%
|
|
|
1041
|
Essex Financial Services
Essex,
Connecticut
|
$2.53M
|
-$84.1K
|
-745
|
-3%
|
|
|
1042
|
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
$2.52M
|
-$173K
|
-1,530
|
-6%
|
|
|
1043
|
Fulton Bank
Lancaster,
Pennsylvania
|
$2.52M
|
+$127K
|
+1,122
|
+5%
|
|
|
1044
|
Cornerstone Planning
Charlotte,
North Carolina
|
$2.52M
|
+$201K
|
+1,784
|
+8%
|
|
|
1045
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$2.51M
|
+$8.47K
|
+75
|
+0.3%
|
|
|
1046
|
Hall Capital Management
Barrington,
Rhode Island
|
$2.51M
|
+$30.1K
|
+267
|
+1%
|
|
|
1047
|
Empire Financial Management Company
New York
|
$2.51M
|
-$486K
|
-4,302
|
-15%
|
|
|
1048
|
Stiles Financial Services
Edina,
Minnesota
|
$2.5M
|
-$338K
|
-2,990
|
-11%
|
|
|
1049
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$2.5M
|
+$2.75M
|
+24,381
|
New
|
|
|
1050
|
Mission Wealth Management
Santa Barbara,
California
|
$2.5M
|
-$952K
|
-8,432
|
-26%
|
|
