|
351
|
First National Trust
Hermitage,
Pennsylvania
|
$10.7M
|
+$645K
|
+2,623
|
+6%
|
|
|
352
|
HB Wealth Management
Atlanta,
Georgia
|
$10.7M
|
-$163K
|
-662
|
-1%
|
|
|
353
|
Harvest Investment Advisors
Tallahassee,
Florida
|
$10.7M
|
+$455K
|
+1,850
|
+4%
|
|
|
354
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$10.7M
|
+$8.85M
|
+35,993
|
+485%
|
|
|
355
|
Atomi Financial Group
New York
|
$10.6M
|
+$1.55M
|
+6,302
|
+17%
|
|
|
356
|
Foster Group
West Des Moines,
Iowa
|
$10.5M
|
-$1.85M
|
-7,517
|
-15%
|
|
|
357
|
Level Four Advisory Services
Dallas,
Texas
|
$10.5M
|
+$5.82M
|
+23,666
|
+124%
|
|
|
358
|
Engine Capital Management
New York
|
$10.4M
|
-$2.21M
|
-9,000
|
-17%
|
|
|
359
|
XML Financial
Bethesda,
Maryland
|
$10.3M
|
-$56.8K
|
-231
|
-0.5%
|
|
|
360
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$10.3M
|
-$223K
|
-908
|
-2%
|
|
|
361
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$10.2M
|
+$16.7K
|
+68
|
+0.2%
|
|
|
362
|
Conning Inc
Hartford,
Connecticut
|
$10.2M
|
–
|
–
|
–
|
|
|
363
|
Howard Capital Management
Roswell,
Georgia
|
$10.2M
|
+$286K
|
+1,162
|
+3%
|
|
|
364
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.2M
|
+$489K
|
+1,987
|
+5%
|
|
|
365
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$10.1M
|
-$88.3K
|
-359
|
-0.9%
|
|
|
366
|
Gray Private Wealth
Canton,
Massachusetts
|
$10M
|
+$510K
|
+2,073
|
+5%
|
|
|
367
|
Independent Financial Group
San Diego,
California
|
$10M
|
+$2.05M
|
+8,358
|
+26%
|
|
|
368
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$9.98M
|
-$55.8K
|
-227
|
-0.6%
|
|
|
369
|
Citizens Business Bank
Ontario,
California
|
$9.95M
|
+$179K
|
+727
|
+2%
|
|
|
370
|
Greenberg Financial Group
Tucson,
Arizona
|
$9.85M
|
+$9.84M
|
+40,023
|
New
|
|
|
371
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$9.85M
|
–
|
–
|
–
|
|
|
372
|
LPWM LLC
Minneapolis,
Minnesota
|
$9.83M
|
+$1.12M
|
+4,548
|
+13%
|
|
|
373
|
Vavra Capital Management
Collegeville,
Pennsylvania
|
$9.68M
|
+$9.67M
|
+39,324
|
New
|
|
|
374
|
Evercore Wealth Management
New York
|
$9.62M
|
+$751K
|
+3,053
|
+8%
|
|
|
375
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$9.62M
|
-$280K
|
-1,137
|
-3%
|
|
