|
1701
|
VisionPoint Advisory Group
Dallas,
Texas
|
$5.71M
|
-$636K
|
-5,034
|
-9%
|
|
|
1702
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$5.71M
|
+$715K
|
+5,653
|
+13%
|
|
|
1703
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$5.7M
|
–
|
–
|
–
|
|
|
1704
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$5.7M
|
+$796K
|
+6,301
|
+14%
|
|
|
1705
|
Greenline Partners
New York
|
$5.7M
|
-$1.9M
|
-15,030
|
-23%
|
|
|
1706
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$5.69M
|
-$1.18M
|
-9,336
|
-16%
|
|
|
1707
|
Clear Creek Financial Management
Silverdale,
Washington
|
$5.67M
|
+$35.5K
|
+281
|
+0.6%
|
|
|
1708
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$5.67M
|
-$142K
|
-1,120
|
-2%
|
|
|
1709
|
Scholtz & Company
Stamford,
Connecticut
|
$5.66M
|
-$3.09M
|
-24,464
|
-30%
|
|
|
1710
|
Trust Company of Kansas
Wichita,
Kansas
|
$5.65M
|
-$975K
|
-7,713
|
-13%
|
|
|
1711
|
Alight Capital Management
New York
|
$5.65M
|
+$3.16M
|
+25,000
|
+100%
|
|
|
1712
|
Capital City Trust
Tallahassee,
Florida
|
$5.65M
|
-$12.8K
|
-101
|
-0.2%
|
|
|
1713
|
Audent Global Asset Management
West Hollywood,
California
|
$5.62M
|
-$1.4M
|
-11,097
|
-18%
|
|
|
1714
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$5.62M
|
+$156K
|
+1,234
|
+3%
|
|
|
1715
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$5.62M
|
-$870K
|
-6,880
|
-12%
|
|
|
1716
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$5.61M
|
-$3.98M
|
-31,459
|
-39%
|
|
|
1717
|
Violich Capital Management
San Francisco,
California
|
$5.61M
|
-$72K
|
-570
|
-1%
|
|
|
1718
|
Buckhead Capital Management
Atlanta,
Georgia
|
$5.6M
|
+$559K
|
+4,422
|
+10%
|
|
|
1719
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$5.58M
|
-$36.5K
|
-289
|
-0.6%
|
|
|
1720
|
Jump Financial
Chicago,
Illinois
|
$5.57M
|
+$6.22M
|
+49,244
|
New
|
|
|
1721
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$5.56M
|
-$19.2K
|
-152
|
-0.3%
|
|
|
1722
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$5.55M
|
+$33.4K
|
+264
|
+0.5%
|
|
|
1723
|
SlateStone Wealth
Jupiter,
Florida
|
$5.55M
|
-$759K
|
-6,004
|
-11%
|
|
|
1724
|
IFG Advisory
Atlanta,
Georgia
|
$5.55M
|
+$1.37M
|
+10,840
|
+28%
|
|
|
1725
|
Burton Enright Welch
Walnut Creek,
California
|
$5.55M
|
+$29.2K
|
+231
|
+0.5%
|
|
