|
1676
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$2.52M
|
-$379K
|
-1,323
|
-14%
|
|
|
1677
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$2.51M
|
+$135K
|
+470
|
+6%
|
|
|
1678
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$2.51M
|
-$18.9K
|
-66
|
-0.8%
|
|
|
1679
|
Physicians Financial Services
Raleigh,
North Carolina
|
$2.51M
|
-$21.5K
|
-75
|
-0.9%
|
|
|
1680
|
Peterson Financial Group
Des Moines,
Iowa
|
$2.5M
|
+$2.4M
|
+8,369
|
New
|
|
|
1681
|
BigSur Wealth Management
Miami,
Florida
|
$2.5M
|
+$573K
|
+2,000
|
+31%
|
|
|
1682
|
CRA Financial Services
Northfield,
New Jersey
|
$2.5M
|
+$37.2K
|
+130
|
+2%
|
|
|
1683
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$2.5M
|
-$7.16K
|
-25
|
-0.3%
|
|
|
1684
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.49M
|
+$570K
|
+1,990
|
+31%
|
|
|
1685
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$2.48M
|
-$11.2K
|
-39
|
-0.5%
|
|
|
1686
|
Aufman Associates
Sewickley,
Pennsylvania
|
$2.48M
|
–
|
–
|
–
|
|
|
1687
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$2.48M
|
+$229K
|
+800
|
+11%
|
|
|
1688
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$2.48M
|
-$28.6K
|
-100
|
-1%
|
|
|
1689
|
Security Asset Management
New York
|
$2.48M
|
-$174K
|
-606
|
-7%
|
|
|
1690
|
Asset Management Corp
Northbrook,
Illinois
|
$2.47M
|
-$21.5K
|
-75
|
-0.9%
|
|
|
1691
|
C2C Wealth Management
Scottsdale,
Arizona
|
$2.46M
|
+$2.36M
|
+8,242
|
New
|
|
|
1692
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.46M
|
-$724K
|
-2,529
|
-23%
|
|
|
1693
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$2.46M
|
+$241K
|
+840
|
+11%
|
|
|
1694
|
Advisory Research
Chicago,
Illinois
|
$2.46M
|
+$171K
|
+598
|
+8%
|
|
|
1695
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$2.46M
|
+$150K
|
+523
|
+7%
|
|
|
1696
|
|
$2.45M
|
+$297K
|
+1,036
|
+14%
|
|
|
1697
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$2.45M
|
+$39K
|
+136
|
+2%
|
|
|
1698
|
Weatherly Asset Management
Del Mar,
California
|
$2.44M
|
-$252K
|
-880
|
-10%
|
|
|
1699
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$2.44M
|
-$391K
|
-1,365
|
-14%
|
|
|
1700
|
First American Trust
Santa Ana,
California
|
$2.43M
|
+$85.6K
|
+299
|
+4%
|
|
