|
1701
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.17M
|
+$914K
|
+15,100
|
+356%
|
|
|
1702
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$1.17M
|
-$92K
|
-1,520
|
-7%
|
|
|
1703
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.17M
|
–
|
–
|
–
|
|
|
1704
|
Orca Investment Management
Roseburg,
Oregon
|
$1.16M
|
-$73.9K
|
-1,220
|
-6%
|
|
|
1705
|
Ferris Capital
Marlborough,
Massachusetts
|
$1.15M
|
-$18.2K
|
-300
|
-2%
|
|
|
1706
|
Wills Financial Group
Richmond,
Virginia
|
$1.15M
|
+$83.5K
|
+1,380
|
+8%
|
|
|
1707
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.15M
|
+$121K
|
+2,000
|
+12%
|
|
|
1708
|
Potrero Capital Research
San Francisco,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
1709
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$1.14M
|
+$1.27M
|
+20,940
|
New
|
|
|
1710
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.14M
|
+$14.5K
|
+240
|
+1%
|
|
|
1711
|
Overbrook Management Corp
New York
|
$1.14M
|
-$9.69K
|
-160
|
-0.8%
|
|
|
1712
|
Grandfield & Dodd
New York
|
$1.13M
|
–
|
–
|
–
|
|
|
1713
|
Round Table Services
Westfield,
New Jersey
|
$1.13M
|
+$455K
|
+7,520
|
+67%
|
|
|
1714
|
DF Dent & Co
Baltimore,
Maryland
|
$1.13M
|
+$25.4K
|
+420
|
+2%
|
|
|
1715
|
Balentine LLC
Atlanta,
Georgia
|
$1.13M
|
+$119K
|
+1,960
|
+12%
|
|
|
1716
|
Summit Financial Group
Moorefield,
West Virginia
|
$1.13M
|
–
|
–
|
–
|
|
|
1717
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.12M
|
-$12.1K
|
-200
|
-1%
|
|
|
1718
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$1.12M
|
+$13.3K
|
+220
|
+1%
|
|
|
1719
|
Calton & Associates
Tampa,
Florida
|
$1.12M
|
-$78.7K
|
-1,300
|
-7%
|
|
|
1720
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$1.12M
|
+$6.05K
|
+100
|
+0.5%
|
|
|
1721
|
Hall Capital Management
Barrington,
Rhode Island
|
$1.12M
|
+$236K
|
+3,900
|
+27%
|
|
|
1722
|
Phocas Financial Corp
Alameda,
California
|
$1.11M
|
-$36.3K
|
-600
|
-3%
|
|
|
1723
|
Nuance Investments
Kansas City,
Missouri
|
$1.11M
|
+$344K
|
+5,680
|
+45%
|
|
|
1724
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$1.11M
|
+$534K
|
+8,820
|
+92%
|
|
|
1725
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$1.11M
|
+$4.84K
|
+80
|
+0.4%
|
|
