|
1001
|
Roberts Wealth Advisors
Palo Alto,
California
|
$15.6M
|
+$6.8K
|
+40
|
+0%
|
|
|
1002
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$15.6M
|
–
|
–
|
–
|
|
|
1003
|
Jones Financial Companies
Des Peres,
Missouri
|
$15.6M
|
+$12.4M
|
+72,880
|
+587%
|
|
|
1004
|
Blume Capital Management
Berkeley,
California
|
$15.6M
|
-$79.1K
|
-465
|
-0.5%
|
|
|
1005
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$15.5M
|
+$10K
|
+59
|
+0.1%
|
|
|
1006
|
IHT Wealth Management
Chicago,
Illinois
|
$15.5M
|
-$484K
|
-2,845
|
-3%
|
|
|
1007
|
Franchise Capital
Grand Cayman,
Cayman Islands
|
$15.5M
|
+$14.4M
|
+84,376
|
New
|
|
|
1008
|
Financial Sense Advisors
San Diego,
California
|
$15.4M
|
+$1.3M
|
+7,668
|
+10%
|
|
|
1009
|
WesBanco Bank
Wheeling,
West Virginia
|
$15.4M
|
-$255K
|
-1,500
|
-2%
|
|
|
1010
|
AGF Management
Toronto,
Ontario, Canada
|
$15.3M
|
-$54.1K
|
-318
|
-0.4%
|
|
|
1011
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$15.3M
|
+$11.4M
|
+66,974
|
+402%
|
|
|
1012
|
Parkside Investments
Deerfield,
Illinois
|
$15.3M
|
-$719K
|
-4,226
|
-5%
|
|
|
1013
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$15.3M
|
+$103K
|
+603
|
+0.7%
|
|
|
1014
|
Congress Asset Management
Boston,
Massachusetts
|
$15.3M
|
+$11.6K
|
+68
|
+0.1%
|
|
|
1015
|
D.J. St. Germain
Springfield,
Massachusetts
|
$15.2M
|
-$577K
|
-3,390
|
-4%
|
|
|
1016
|
Chou Associates Management
Toronto,
Ontario, Canada
|
$15.1M
|
+$14M
|
+82,390
|
New
|
|
|
1017
|
Proficio Capital Partners
Newton,
Massachusetts
|
$15.1M
|
-$19.6K
|
-115
|
-0.1%
|
|
|
1018
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$15.1M
|
+$32.7K
|
+192
|
+0.2%
|
|
|
1019
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$15M
|
-$3.96M
|
-23,296
|
-22%
|
|
|
1020
|
Mayar Capital
London,
United Kingdom
|
$15M
|
-$6.43M
|
-37,777
|
-32%
|
|
|
1021
|
Engineers Gate Manager
New York
|
$15M
|
+$12.2M
|
+71,612
|
+707%
|
|
|
1022
|
Asio Capital
Lexington,
Kentucky
|
$15M
|
+$82.7K
|
+486
|
+0.6%
|
|
|
1023
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$15M
|
+$321K
|
+1,888
|
+2%
|
|
|
1024
|
Lakehouse Capital
Sydney NSW,
Australia
|
$15M
|
–
|
–
|
–
|
|
|
1025
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$14.9M
|
-$352K
|
-2,070
|
-2%
|
|
