|
701
|
DF Dent & Co
Baltimore,
Maryland
|
$15.3M
|
-$33.4K
|
-36
|
-0.2%
|
|
|
702
|
Kanawha Capital Management
Richmond,
Virginia
|
$15.3M
|
+$560K
|
+604
|
+4%
|
|
|
703
|
Unio Capital
Princeton,
New Jersey
|
$15.2M
|
+$2.39M
|
+2,576
|
+18%
|
|
|
704
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$15.2M
|
+$57.5K
|
+62
|
+0.4%
|
|
|
705
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$15.1M
|
-$381K
|
-411
|
-2%
|
|
|
706
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$15.1M
|
+$1.67M
|
+1,803
|
+12%
|
|
|
707
|
Integrated Advisors Network
Dallas,
Texas
|
$15M
|
+$309K
|
+333
|
+2%
|
|
|
708
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$15M
|
-$89.1K
|
-96
|
-0.6%
|
|
|
709
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$15M
|
-$238K
|
-256
|
-2%
|
|
|
710
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$14.9M
|
-$315K
|
-339
|
-2%
|
|
|
711
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$14.9M
|
-$3.36M
|
-3,617
|
-18%
|
|
|
712
|
|
$14.9M
|
+$148K
|
+160
|
+1%
|
|
|
713
|
Hutner Capital Management
Manchester,
Vermont
|
$14.8M
|
-$94.6K
|
-102
|
-0.6%
|
|
|
714
|
Liberty Capital Management
Birmingham,
Michigan
|
$14.8M
|
-$109K
|
-117
|
-0.7%
|
|
|
715
|
Wealthspire Advisors (New York)
New York
|
$14.8M
|
-$1.6M
|
-1,719
|
-10%
|
|
|
716
|
Willow Creek Wealth Management
Sebastopol,
California
|
$14.8M
|
–
|
–
|
–
|
|
|
717
|
First National Bank of Omaha
Omaha,
Nebraska
|
$14.6M
|
-$533K
|
-574
|
-3%
|
|
|
718
|
Oppenheimer Asset Management
New York
|
$14.5M
|
+$244K
|
+263
|
+2%
|
|
|
719
|
Purus Wealth Management
Newport Beach,
California
|
$14.4M
|
+$44.5K
|
+48
|
+0.3%
|
|
|
720
|
Mutual Advisors
Omaha,
Nebraska
|
$14.4M
|
-$213K
|
-230
|
-1%
|
|
|
721
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$14.4M
|
-$753K
|
-812
|
-5%
|
|
|
722
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$14.4M
|
+$1.01M
|
+1,084
|
+7%
|
|
|
723
|
GAM Holding
Zurich,
Switzerland
|
$14.3M
|
+$2.06M
|
+2,216
|
+16%
|
|
|
724
|
Stephens Inc
Little Rock,
Arkansas
|
$14.3M
|
+$154K
|
+166
|
+1%
|
|
|
725
|
Regency Capital Management
Honolulu,
Hawaii
|
$14.2M
|
-$16.7K
|
-18
|
-0.1%
|
|
