|
1601
|
BigSur Wealth Management
Miami,
Florida
|
$2.15M
|
-$226K
|
-2,000
|
-10%
|
|
|
1602
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$2.15M
|
–
|
–
|
–
|
|
|
1603
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.14M
|
+$11.7K
|
+103
|
+0.6%
|
|
|
1604
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.13M
|
+$600K
|
+5,306
|
+41%
|
|
|
1605
|
MHI Funds
Woodstock,
New York
|
$2.13M
|
-$24.5K
|
-217
|
-1%
|
|
|
1606
|
NVWM LLC
Yardley,
Pennsylvania
|
$2.12M
|
-$21.4K
|
-189
|
-1%
|
|
|
1607
|
JBJ Investment Partners
Charleston,
South Carolina
|
$2.12M
|
+$285K
|
+2,518
|
+16%
|
|
|
1608
|
Chesapeake Asset Management
New York
|
$2.11M
|
-$130K
|
-1,145
|
-6%
|
|
|
1609
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$2.11M
|
-$59.7K
|
-528
|
-3%
|
|
|
1610
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2.11M
|
+$65.5K
|
+579
|
+3%
|
|
|
1611
|
Clearstead Trust
Portland,
Maine
|
$2.11M
|
-$58.1K
|
-514
|
-3%
|
|
|
1612
|
Eagle Capital Management (New York)
New York
|
$2.1M
|
–
|
–
|
–
|
|
|
1613
|
Delta Asset Management
Memphis,
Tennessee
|
$2.1M
|
+$22.5K
|
+199
|
+1%
|
|
|
1614
|
Calton & Associates
Tampa,
Florida
|
$2.1M
|
+$194K
|
+1,713
|
+8%
|
|
|
1615
|
Vectors Research Management
New York
|
$2.1M
|
+$78.8K
|
+697
|
+4%
|
|
|
1616
|
Coastline Trust
Providence,
Rhode Island
|
$2.1M
|
-$1.82M
|
-16,108
|
-47%
|
|
|
1617
|
Liberty Capital Management
Birmingham,
Michigan
|
$2.09M
|
+$48.2K
|
+426
|
+2%
|
|
|
1618
|
Capital Insight Partners
Scottsdale,
Arizona
|
$2.08M
|
-$21.5K
|
-190
|
-1%
|
|
|
1619
|
Monte Financial Group
Guilford,
Connecticut
|
$2.08M
|
-$11K
|
-97
|
-0.5%
|
|
|
1620
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$2.08M
|
-$9.16K
|
-81
|
-0.5%
|
|
|
1621
|
Prelude Capital Management
New York
|
$2.08M
|
-$2.15M
|
-19,040
|
-52%
|
|
|
1622
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.08M
|
+$545K
|
+4,816
|
+38%
|
|
|
1623
|
Community Capital Management
Plantation,
Florida
|
$2.07M
|
+$749K
|
+6,622
|
+60%
|
|
|
1624
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$2.07M
|
-$55.6K
|
-492
|
-3%
|
|
|
1625
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$2.07M
|
-$87.3K
|
-772
|
-4%
|
|
