|
1101
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$2.9M
|
-$83.7K
|
-187
|
-3%
|
|
|
1102
|
Turning Point Benefit Group
Frederick,
Maryland
|
$2.9M
|
-$345K
|
-770
|
-10%
|
|
|
1103
|
AGF Management
Toronto,
Ontario, Canada
|
$2.9M
|
+$233K
|
+520
|
+8%
|
|
|
1104
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$2.89M
|
+$728K
|
+1,626
|
+32%
|
|
|
1105
|
|
$2.88M
|
-$47.9K
|
-107
|
-2%
|
|
|
1106
|
Silverlake Wealth Management
Williston,
Vermont
|
$2.88M
|
-$81.5K
|
-182
|
-3%
|
|
|
1107
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$2.87M
|
-$9.4K
|
-21
|
-0.3%
|
|
|
1108
|
Bravera Wealth
Bismarck,
North Dakota
|
$2.87M
|
+$325K
|
+725
|
+12%
|
|
|
1109
|
Strategic Financial Concepts
San Antonio,
Texas
|
$2.87M
|
-$214K
|
-477
|
-7%
|
|
|
1110
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.86M
|
+$215K
|
+479
|
+8%
|
|
|
1111
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.86M
|
-$1.95M
|
-4,344
|
-40%
|
|
|
1112
|
Allied Investment Advisors
Billings,
Montana
|
$2.85M
|
–
|
–
|
–
|
|
|
1113
|
SpringVest Wealth Management
Dallas,
Texas
|
$2.85M
|
+$11.6K
|
+26
|
+0.4%
|
|
|
1114
|
Investment Management Trust
Fitchburg,
Massachusetts
|
$2.85M
|
+$2.97M
|
+6,622
|
New
|
|
|
1115
|
Modus Advisors
Excelsior,
Minnesota
|
$2.84M
|
-$115K
|
-257
|
-4%
|
|
|
1116
|
Excalibur Management
Waltham,
Massachusetts
|
$2.83M
|
-$33.6K
|
-75
|
-1%
|
|
|
1117
|
Shuttleworth & Co
Powell,
Ohio
|
$2.83M
|
+$72.1K
|
+161
|
+3%
|
|
|
1118
|
F&V Capital Management
Boca Raton,
Florida
|
$2.81M
|
+$2.92M
|
+6,530
|
New
|
|
|
1119
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$2.81M
|
-$82K
|
-183
|
-3%
|
|
|
1120
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$2.81M
|
+$172K
|
+383
|
+6%
|
|
|
1121
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$2.8M
|
+$1.44M
|
+3,214
|
+97%
|
|
|
1122
|
Disciplined Investors
Waco,
Texas
|
$2.8M
|
-$31.3K
|
-70
|
-1%
|
|
|
1123
|
Holowesko Partners
Nassau,
Bahamas
|
$2.8M
|
+$717K
|
+1,600
|
+33%
|
|
|
1124
|
S.A. Mason
Holland,
Michigan
|
$2.79M
|
-$11.2K
|
-25
|
-0.4%
|
|
|
1125
|
Ritholtz Wealth Management
New York
|
$2.78M
|
+$263K
|
+588
|
+10%
|
|
