|
1301
|
Montgomery Investment Management
Rockville,
Maryland
|
$1.96M
|
–
|
–
|
–
|
|
|
1302
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.95M
|
-$93.6K
|
-322
|
-5%
|
|
|
1303
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$1.95M
|
–
|
–
|
–
|
|
|
1304
|
Insight Wealth Strategies
San Ramon,
California
|
$1.95M
|
+$4.36K
|
+15
|
+0.2%
|
|
|
1305
|
Curi RMB Capital
Chicago,
Illinois
|
$1.94M
|
-$724K
|
-2,491
|
-28%
|
|
|
1306
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1.93M
|
+$581
|
+2
|
+0%
|
|
|
1307
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.93M
|
-$49.1K
|
-169
|
-3%
|
|
|
1308
|
Caprock Group
Boise,
Idaho
|
$1.92M
|
-$3.49K
|
-12
|
-0.2%
|
|
|
1309
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.92M
|
-$32K
|
-110
|
-2%
|
|
|
1310
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.92M
|
+$843K
|
+2,901
|
+82%
|
|
|
1311
|
Finer Wealth Management
Salem,
Massachusetts
|
$1.92M
|
+$78.4K
|
+270
|
+4%
|
|
|
1312
|
Vinva Investment Management
Sydney,
Australia
|
$1.92M
|
-$977K
|
-3,363
|
-34%
|
|
|
1313
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.91M
|
-$29.1K
|
-100
|
-2%
|
|
|
1314
|
United Bank (Georgia)
Zebulon,
Georgia
|
$1.91M
|
-$49.7K
|
-171
|
-3%
|
|
|
1315
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$1.91M
|
-$605K
|
-2,082
|
-24%
|
|
|
1316
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.9M
|
-$29.6K
|
-102
|
-2%
|
|
|
1317
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$1.9M
|
-$240K
|
-826
|
-11%
|
|
|
1318
|
TCTC Holdings
Dallas,
Texas
|
$1.89M
|
-$8.13K
|
-28
|
-0.4%
|
|
|
1319
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.89M
|
-$3.46M
|
-11,909
|
-65%
|
|
|
1320
|
|
$1.89M
|
-$85.7K
|
-295
|
-4%
|
|
|
1321
|
Capstone Investment Advisors
New York
|
$1.89M
|
+$1.83M
|
+6,306
|
+25,224%
|
|
|
1322
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.88M
|
-$585K
|
-2,014
|
-24%
|
|
|
1323
|
Investment House LLC
Redondo Beach,
California
|
$1.88M
|
-$2.9K
|
-10
|
-0.2%
|
|
|
1324
|
Hodges Capital Management
Dallas,
Texas
|
$1.88M
|
-$2.33M
|
-8,023
|
Closed
|
|
|
1325
|
Portland Global Advisors
Portland,
Maine
|
$1.88M
|
–
|
–
|
–
|
|
