|
1026
|
Whalerock Point Partners
Providence,
Rhode Island
|
$1.82M
|
+$84.4K
|
+442
|
+5%
|
|
|
1027
|
Successful Portfolios
Clearwater,
Florida
|
$1.81M
|
–
|
–
|
–
|
|
|
1028
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.81M
|
–
|
–
|
–
|
|
|
1029
|
Burney Company
Reston,
Virginia
|
$1.8M
|
-$67.4K
|
-353
|
-4%
|
|
|
1030
|
Regent Investment Management
Louisville,
Kentucky
|
$1.8M
|
+$12K
|
+63
|
+0.7%
|
|
|
1031
|
Terra Nova Asset Management
New York
|
$1.79M
|
-$109K
|
-570
|
-6%
|
|
|
1032
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$1.79M
|
-$3.93M
|
-20,567
|
-70%
|
|
|
1033
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$1.79M
|
–
|
–
|
–
|
|
|
1034
|
Cigna Investments
Bloomfield,
Connecticut
|
$1.79M
|
+$3.25K
|
+17
|
+0.2%
|
|
|
1035
|
SOL Capital Management
Rockville,
Maryland
|
$1.78M
|
–
|
–
|
–
|
|
|
1036
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$1.76M
|
+$4.2K
|
+22
|
+0.3%
|
|
|
1037
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.76M
|
+$19.9K
|
+104
|
+1%
|
|
|
1038
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.76M
|
+$11.1K
|
+58
|
+0.7%
|
|
|
1039
|
Mystic Asset Management
Warwick,
Rhode Island
|
$1.76M
|
+$8.02K
|
+42
|
+0.5%
|
|
|
1040
|
Farmers Trust Company
Youngstown,
Ohio
|
$1.76M
|
-$5.92K
|
-31
|
-0.4%
|
|
|
1041
|
GM Advisory Group
Melville,
New York
|
$1.76M
|
-$262K
|
-1,370
|
-14%
|
|
|
1042
|
Legacy Bridge
West Des Moines,
Iowa
|
$1.75M
|
+$9.36K
|
+49
|
+0.6%
|
|
|
1043
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.75M
|
-$955
|
-5
|
-0.1%
|
|
|
1044
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$1.75M
|
-$7.26K
|
-38
|
-0.4%
|
|
|
1045
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.74M
|
-$11.7K
|
-61
|
-0.7%
|
|
|
1046
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$1.74M
|
+$1.64M
|
+8,600
|
New
|
|
|
1047
|
Weatherly Asset Management
Del Mar,
California
|
$1.73M
|
–
|
–
|
–
|
|
|
1048
|
Harfst & Associates
Sheridan,
Wyoming
|
$1.73M
|
+$21.6K
|
+113
|
+1%
|
|
|
1049
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.72M
|
+$18.9K
|
+99
|
+1%
|
|
|
1050
|
Dodge & Cox
San Francisco,
California
|
$1.72M
|
–
|
–
|
–
|
|
