|
1301
|
Arete Wealth Advisors
Chicago,
Illinois
|
$5.07M
|
+$183K
|
+1,442
|
+4%
|
|
|
1302
|
Excalibur Management
Waltham,
Massachusetts
|
$5.07M
|
+$1.77K
|
+14
|
+0%
|
|
|
1303
|
Founders Capital Management (Texas)
Houston,
Texas
|
$5.07M
|
+$8.49K
|
+67
|
+0.2%
|
|
|
1304
|
Roberts Wealth Advisors
Palo Alto,
California
|
$5.07M
|
+$134K
|
+1,055
|
+3%
|
|
|
1305
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$5.05M
|
-$648K
|
-5,113
|
-12%
|
|
|
1306
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$5.04M
|
-$126K
|
-998
|
-3%
|
|
|
1307
|
Claro Advisors
Boston,
Massachusetts
|
$5.04M
|
+$1.03M
|
+8,150
|
+28%
|
|
|
1308
|
|
$5.03M
|
–
|
–
|
–
|
|
|
1309
|
Cerity Partners OCIO
New York
|
$5.01M
|
+$182K
|
+1,434
|
+4%
|
|
|
1310
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.99M
|
+$445K
|
+3,513
|
+10%
|
|
|
1311
|
Hilltop Holdings
Dallas,
Texas
|
$4.97M
|
+$1.13M
|
+8,893
|
+32%
|
|
|
1312
|
Legacy Trust
Grand Rapids,
Michigan
|
$4.95M
|
+$4.68M
|
+36,932
|
New
|
|
|
1313
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$4.94M
|
-$8.24K
|
-65
|
-0.2%
|
|
|
1314
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$4.94M
|
–
|
–
|
–
|
|
|
1315
|
Charles Carroll Financial Partners
Kingston,
Massachusetts
|
$4.93M
|
-$245K
|
-1,930
|
-5%
|
|
|
1316
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$4.93M
|
-$125K
|
-987
|
-3%
|
|
|
1317
|
Weil Company
San Diego,
California
|
$4.92M
|
+$863K
|
+6,812
|
+23%
|
|
|
1318
|
DF Dent & Co
Baltimore,
Maryland
|
$4.91M
|
+$108K
|
+856
|
+2%
|
|
|
1319
|
Sitrin Capital Management
Century City,
California
|
$4.89M
|
-$205K
|
-1,618
|
-4%
|
|
|
1320
|
Univest Financial
Souderton,
Pennsylvania
|
$4.89M
|
-$459K
|
-3,622
|
-9%
|
|
|
1321
|
Colonial Trust
Spartanburg,
South Carolina
|
$4.88M
|
-$274K
|
-2,165
|
-6%
|
|
|
1322
|
Coerente Capital Management
Toronto,
Ontario, Canada
|
$4.88M
|
+$25.3K
|
+200
|
+0.6%
|
|
|
1323
|
|
$4.88M
|
-$3.34M
|
-26,334
|
-42%
|
|
|
1324
|
Bessemer Securities
New York
|
$4.87M
|
–
|
–
|
–
|
|
|
1325
|
Cigna Investments
Bloomfield,
Connecticut
|
$4.86M
|
+$12.4K
|
+98
|
+0.3%
|
|
