|
1876
|
Weil Company
San Diego,
California
|
$6.42M
|
-$490K
|
-793
|
-8%
|
|
|
1877
|
Duncker Streett & Co
St. Louis,
Missouri
|
$6.4M
|
+$4.77M
|
+7,719
|
+807%
|
|
|
1878
|
IMS Capital Management
Portland,
Oregon
|
$6.38M
|
+$9.27K
|
+15
|
+0.2%
|
|
|
1879
|
Red Door Wealth Management
Memphis,
Tennessee
|
$6.38M
|
+$2.28M
|
+3,685
|
+74%
|
|
|
1880
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$6.38M
|
-$80.3K
|
-130
|
-1%
|
|
|
1881
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$6.37M
|
-$30.9K
|
-50
|
-0.6%
|
|
|
1882
|
Goodman Advisory Group
Needham,
Massachusetts
|
$6.37M
|
-$580K
|
-939
|
-10%
|
|
|
1883
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$6.36M
|
-$246K
|
-398
|
-4%
|
|
|
1884
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$6.35M
|
+$1.48M
|
+2,400
|
+39%
|
|
|
1885
|
Golden State Wealth Management
Santa Ana,
California
|
$6.34M
|
+$2.21M
|
+3,577
|
+71%
|
|
|
1886
|
Harvey Capital Management
Palm Beach,
Florida
|
$6.34M
|
-$290K
|
-470
|
-5%
|
|
|
1887
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$6.33M
|
-$276K
|
-447
|
-5%
|
|
|
1888
|
Bard Financial Services
Branford,
Connecticut
|
$6.32M
|
-$395K
|
-640
|
-7%
|
|
|
1889
|
Roberts Capital Advisors
Denver,
Colorado
|
$6.3M
|
–
|
–
|
–
|
|
|
1890
|
Capital Performance Advisors
Walnut Creek,
California
|
$6.3M
|
-$4.94K
|
-8
|
-0.1%
|
|
|
1891
|
Sphera Funds Management
Tel Aviv,
Israel
|
$6.29M
|
-$887K
|
-1,436
|
-14%
|
|
|
1892
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$6.28M
|
+$11.7K
|
+19
|
+0.2%
|
|
|
1893
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$6.27M
|
-$158K
|
-256
|
-3%
|
|
|
1894
|
Norris Perne & French
Grand Rapids,
Michigan
|
$6.26M
|
+$4.82M
|
+7,797
|
+1,137%
|
|
|
1895
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$6.24M
|
+$714K
|
+1,156
|
+16%
|
|
|
1896
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$6.23M
|
-$785K
|
-1,271
|
-13%
|
|
|
1897
|
Copperwynd Financial
Scottsdale,
Arizona
|
$6.22M
|
+$101K
|
+164
|
+2%
|
|
|
1898
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$6.22M
|
-$590K
|
-955
|
-10%
|
|
|
1899
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$6.21M
|
+$38.3K
|
+62
|
+0.7%
|
|
|
1900
|
BLKBRD Asset Management
Old Greenwich,
Connecticut
|
$6.21M
|
+$5.2M
|
+8,411
|
New
|
|
