|
1201
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$5.31M
|
+$99K
|
+1,025
|
+2%
|
|
|
1202
|
Edge Capital Group
Atlanta,
Georgia
|
$5.3M
|
-$1.11M
|
-11,520
|
-18%
|
|
|
1203
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$5.28M
|
+$196K
|
+2,029
|
+4%
|
|
|
1204
|
E Fund Management
Guangzhou,
China
|
$5.27M
|
-$3.3M
|
-34,172
|
-40%
|
|
|
1205
|
Adero Partners
Pleasanton,
California
|
$5.27M
|
-$1.11M
|
-11,448
|
-18%
|
|
|
1206
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$5.25M
|
-$116K
|
-1,200
|
-2%
|
|
|
1207
|
Global Retirement Partners
San Rafael,
California
|
$5.24M
|
+$537K
|
+5,565
|
+13%
|
|
|
1208
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$5.24M
|
-$89.8K
|
-930
|
-2%
|
|
|
1209
|
TD Private Client Wealth
New York
|
$5.23M
|
-$1.66M
|
-17,149
|
-25%
|
|
|
1210
|
Peak Planning Group
Centennial,
Colorado
|
$5.23M
|
+$124K
|
+1,286
|
+3%
|
|
|
1211
|
Bislett Management
Palo Alto,
California
|
$5.2M
|
–
|
–
|
–
|
|
|
1212
|
Knuff & Co
Foster City,
California
|
$5.19M
|
-$227K
|
-2,355
|
-5%
|
|
|
1213
|
Essex Financial Services
Essex,
Connecticut
|
$5.18M
|
-$196K
|
-2,031
|
-4%
|
|
|
1214
|
Romano Brothers & Co
Evanston,
Illinois
|
$5.17M
|
+$48.3K
|
+500
|
+1%
|
|
|
1215
|
Chilton Investment Company
Stamford,
Connecticut
|
$5.16M
|
+$3.77K
|
+39
|
+0.1%
|
|
|
1216
|
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
|
$5.14M
|
-$2.32M
|
-24,014
|
-33%
|
|
|
1217
|
Carlson Capital
Dallas,
Texas
|
$5.14M
|
+$1.2M
|
+12,400
|
+34%
|
|
|
1218
|
|
$5.13M
|
-$306K
|
-3,174
|
-6%
|
|
|
1219
|
Stolper & Co
Tulsa,
Oklahoma
|
$5.12M
|
+$4.75M
|
+49,181
|
New
|
|
|
1220
|
Level Four Advisory Services
Dallas,
Texas
|
$5.11M
|
+$1.38M
|
+14,323
|
+41%
|
|
|
1221
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$5.1M
|
-$561K
|
-5,805
|
-11%
|
|
|
1222
|
Circle Wealth Management
Summit,
New Jersey
|
$5.1M
|
-$219K
|
-2,271
|
-4%
|
|
|
1223
|
Atlas Wealth
Cincinnati,
Ohio
|
$5.09M
|
+$48.8K
|
+505
|
+1%
|
|
|
1224
|
Martin & Co
Knoxville,
Tennessee
|
$5.07M
|
-$98.8K
|
-1,023
|
-2%
|
|
|
1225
|
CFM Wealth Partners
Austin,
Texas
|
$5.07M
|
-$52.9K
|
-548
|
-1%
|
|
