|
1051
|
Asset Dedication LLC
San Francisco,
California
|
$5.31M
|
-$976K
|
-8,212
|
-15%
|
|
|
1052
|
Montgomery Investment Management
Rockville,
Maryland
|
$5.26M
|
–
|
–
|
–
|
|
|
1053
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$5.25M
|
-$198K
|
-1,666
|
-3%
|
|
|
1054
|
First Bankers Trust
Louisville,
Kentucky
|
$5.23M
|
+$179K
|
+1,505
|
+3%
|
|
|
1055
|
Ascent Group
Virginia Beach,
Virginia
|
$5.22M
|
-$216K
|
-1,821
|
-4%
|
|
|
1056
|
Cypress Capital Group
Palm Beach,
Florida
|
$5.21M
|
+$153K
|
+1,292
|
+3%
|
|
|
1057
|
Roundview Capital
Princeton,
New Jersey
|
$5.2M
|
+$9.27K
|
+78
|
+0.2%
|
|
|
1058
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$5.19M
|
-$172K
|
-1,446
|
-3%
|
|
|
1059
|
GAMMA Investing
Foster City,
California
|
$5.16M
|
+$714K
|
+6,007
|
+15%
|
|
|
1060
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$5.15M
|
-$380K
|
-3,199
|
-7%
|
|
|
1061
|
Philip James Wealth Mangement
Milton,
Georgia
|
$5.15M
|
+$5.39M
|
+45,357
|
New
|
|
|
1062
|
Capital Planning Advisors
Roseville,
California
|
$5.14M
|
+$320K
|
+2,691
|
+6%
|
|
|
1063
|
Founders Capital Management (Texas)
Houston,
Texas
|
$5.14M
|
+$86.5K
|
+728
|
+2%
|
|
|
1064
|
Ninety One (UK)
London,
United Kingdom
|
$5.11M
|
–
|
–
|
–
|
|
|
1065
|
Abacus FCF Advisors
Orlando,
Florida
|
$5.09M
|
-$3.27M
|
-27,533
|
-38%
|
|
|
1066
|
Scott & Selber Inc
Houston,
Texas
|
$5.09M
|
-$25.8K
|
-217
|
-0.5%
|
|
|
1067
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$5.09M
|
-$910K
|
-7,663
|
-15%
|
|
|
1068
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$5.09M
|
-$7.96K
|
-67
|
-0.1%
|
|
|
1069
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$5.08M
|
+$1.43M
|
+12,075
|
+37%
|
|
|
1070
|
Ashford Capital Management
Wilmington,
Delaware
|
$5.08M
|
-$1.4M
|
-11,809
|
-21%
|
|
|
1071
|
Semper Augustus Investments Group
Highlands Ranch,
Colorado
|
$5.05M
|
–
|
–
|
–
|
|
|
1072
|
Azzad Asset Management
Falls Church,
Virginia
|
$5.04M
|
+$71.6K
|
+603
|
+1%
|
|
|
1073
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$5.03M
|
+$435K
|
+3,665
|
+9%
|
|
|
1074
|
Global Retirement Partners
San Rafael,
California
|
$5.03M
|
-$35.3K
|
-297
|
-0.7%
|
|
|
1075
|
Concord Wealth Partners
Abingdon,
Virginia
|
$5.03M
|
+$1.19M
|
+9,991
|
+29%
|
|
