|
1201
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$6.25M
|
+$86.1K
|
+520
|
+1%
|
|
|
1202
|
Koshinski Asset Management
Decatur,
Illinois
|
$6.24M
|
-$1.52M
|
-9,156
|
-19%
|
|
|
1203
|
True North Advisors
Dallas,
Texas
|
$6.23M
|
-$82.8K
|
-500
|
-1%
|
|
|
1204
|
Searle & Co
Greenwich,
Connecticut
|
$6.23M
|
–
|
–
|
–
|
|
|
1205
|
Mission Wealth Management
Santa Barbara,
California
|
$6.23M
|
-$314K
|
-1,895
|
-5%
|
|
|
1206
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$6.23M
|
+$186K
|
+1,125
|
+3%
|
|
|
1207
|
Curi RMB Capital
Chicago,
Illinois
|
$6.19M
|
+$680K
|
+4,107
|
+12%
|
|
|
1208
|
Atwater Malick
Lancaster,
Pennsylvania
|
$6.18M
|
+$350K
|
+2,117
|
+6%
|
|
|
1209
|
Equitable Holdings
New York
|
$6.18M
|
-$582K
|
-3,515
|
-9%
|
|
|
1210
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$6.17M
|
+$49.7K
|
+300
|
+0.8%
|
|
|
1211
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$6.16M
|
+$524K
|
+3,164
|
+9%
|
|
|
1212
|
Ascension Asset Management
New York
|
$6.15M
|
-$20.7K
|
-125
|
-0.3%
|
|
|
1213
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$6.15M
|
+$15.7K
|
+95
|
+0.3%
|
|
|
1214
|
One Capital Management
Westlake Village,
California
|
$6.15M
|
+$529K
|
+3,196
|
+9%
|
|
|
1215
|
Transform Wealth
Greenwood Village,
Colorado
|
$6.15M
|
+$1.72M
|
+10,377
|
+39%
|
|
|
1216
|
Opus Investment Management
Worcester,
Massachusetts
|
$6.14M
|
–
|
–
|
–
|
|
|
1217
|
Berger Financial Group
Plymouth,
Minnesota
|
$6.14M
|
+$200K
|
+1,208
|
+3%
|
|
|
1218
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$6.13M
|
-$175K
|
-1,058
|
-3%
|
|
|
1219
|
Asset Planning Services Inc
Covington,
Louisiana
|
$6.13M
|
-$29.8K
|
-180
|
-0.5%
|
|
|
1220
|
AR Asset Management
West Hollywood,
California
|
$6.11M
|
–
|
–
|
–
|
|
|
1221
|
Iowa State Bank
Urbandale,
Iowa
|
$6.11M
|
-$63.1K
|
-381
|
-1%
|
|
|
1222
|
Roosevelt Investment Group
New York
|
$6.09M
|
-$23.7M
|
-142,873
|
-79%
|
|
|
1223
|
Somerset Trust
Somerset,
Pennsylvania
|
$6.08M
|
-$18.2K
|
-110
|
-0.3%
|
|
|
1224
|
Azzad Asset Management
Falls Church,
Virginia
|
$6.07M
|
+$182K
|
+1,100
|
+3%
|
|
|
1225
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$6.07M
|
-$10.1M
|
-61,189
|
-62%
|
|
