|
1001
|
Lourd Capital
Beverly Hills,
California
|
$1.59M
|
+$59.7K
|
+1,371
|
+4%
|
|
|
1002
|
Dodge & Cox
San Francisco,
California
|
$1.59M
|
–
|
–
|
–
|
|
|
1003
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$1.59M
|
-$304K
|
-6,994
|
-17%
|
|
|
1004
|
SII Investments
Appleton,
Wisconsin
|
$1.58M
|
+$480K
|
+11,032
|
+48%
|
|
|
1005
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.58M
|
+$40.9K
|
+940
|
+3%
|
|
|
1006
|
Edgewood Management
Greenwich,
Connecticut
|
$1.57M
|
–
|
–
|
–
|
|
|
1007
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$1.57M
|
-$98.8K
|
-2,270
|
-6%
|
|
|
1008
|
AIMZ Investment Advisors
Los Altos,
California
|
$1.56M
|
-$21.8K
|
-500
|
-1%
|
|
|
1009
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.56M
|
-$33.6K
|
-773
|
-2%
|
|
|
1010
|
Hoertkorn Richard Charles
|
$1.55M
|
-$78.3K
|
-1,800
|
-5%
|
|
|
1011
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.52M
|
-$61.5K
|
-1,414
|
-4%
|
|
|
1012
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$1.52M
|
+$30.5K
|
+700
|
+2%
|
|
|
1013
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$1.52M
|
-$39.2K
|
-900
|
-3%
|
|
|
1014
|
Burney Company
Reston,
Virginia
|
$1.51M
|
-$28.5K
|
-654
|
-2%
|
|
|
1015
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.51M
|
–
|
–
|
–
|
|
|
1016
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$1.51M
|
+$11.4K
|
+263
|
+0.8%
|
|
|
1017
|
Augustine Asset Management
Jacksonville,
Florida
|
$1.51M
|
-$99.9K
|
-2,295
|
-6%
|
|
|
1018
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$1.5M
|
-$5.75K
|
-132
|
-0.4%
|
|
|
1019
|
|
$1.5M
|
-$21.3K
|
-490
|
-1%
|
|
|
1020
|
Maryland Capital Management
Towson,
Maryland
|
$1.5M
|
-$13.8K
|
-317
|
-1%
|
|
|
1021
|
M&R Capital Management
Summit,
New Jersey
|
$1.5M
|
+$21.8K
|
+500
|
+2%
|
|
|
1022
|
Pioneer Trust Bank
Salem,
Oregon
|
$1.5M
|
-$1.96K
|
-45
|
-0.1%
|
|
|
1023
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.5M
|
-$348
|
-8
|
-0%
|
|
|
1024
|
Saddle Road Partners
Omaha,
Nebraska
|
$1.49M
|
–
|
–
|
–
|
|
|
1025
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.49M
|
-$8.7K
|
-200
|
-0.6%
|
|
