|
1851
|
Avantax Planning Partners
Dubuque,
Iowa
|
$10M
|
+$781K
|
+3,364
|
+9%
|
|
|
1852
|
Jump Financial
Chicago,
Illinois
|
$9.99M
|
+$9.84M
|
+42,394
|
New
|
|
|
1853
|
|
$9.97M
|
-$232K
|
-1,000
|
-2%
|
|
|
1854
|
Portland Global Advisors
Portland,
Maine
|
$9.96M
|
+$340K
|
+1,467
|
+4%
|
|
|
1855
|
Tiemann Investment Advisors
Menlo Park,
California
|
$9.95M
|
+$284K
|
+1,223
|
+3%
|
|
|
1856
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$9.9M
|
+$320K
|
+1,380
|
+3%
|
|
|
1857
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$9.9M
|
+$544K
|
+2,346
|
+6%
|
|
|
1858
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$9.89M
|
-$105K
|
-453
|
-1%
|
|
|
1859
|
Zevin Asset Management
Boston,
Massachusetts
|
$9.88M
|
+$2.19M
|
+9,426
|
+29%
|
|
|
1860
|
Investment Management of Virginia
Richmond,
Virginia
|
$9.87M
|
-$148K
|
-639
|
-2%
|
|
|
1861
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$9.87M
|
-$410K
|
-1,769
|
-4%
|
|
|
1862
|
Modera Wealth Management
Westwood,
New Jersey
|
$9.86M
|
-$1.31M
|
-5,647
|
-12%
|
|
|
1863
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$9.83M
|
-$1.81M
|
-7,800
|
-16%
|
|
|
1864
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$9.82M
|
-$1M
|
-4,324
|
-9%
|
|
|
1865
|
Castle Hook Partners
New York
|
$9.81M
|
-$338M
|
-1,458,381
|
-97%
|
|
|
1866
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$9.74M
|
-$43.9M
|
-189,303
|
-82%
|
|
|
1867
|
Zions Bancorporation
Salt Lake City,
Utah
|
$9.73M
|
+$663K
|
+2,859
|
+7%
|
|
|
1868
|
Torray Investment Partners
Bethesda,
Maryland
|
$9.72M
|
-$147K
|
-632
|
-2%
|
|
|
1869
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$9.72M
|
-$3.42M
|
-14,735
|
-26%
|
|
|
1870
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$9.72M
|
+$274K
|
+1,183
|
+3%
|
|
|
1871
|
NKCFO LLC
Geneva,
Illinois
|
$9.71M
|
–
|
–
|
–
|
|
|
1872
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$9.71M
|
+$107K
|
+461
|
+1%
|
|
|
1873
|
Steamboat Capital Partners
Rye,
New York
|
$9.7M
|
+$42.9K
|
+185
|
+0.5%
|
|
|
1874
|
Strategic Blueprint
Atlanta,
Georgia
|
$9.7M
|
+$596K
|
+2,568
|
+7%
|
|
|
1875
|
Chapman Investment Management
San Anselmo,
California
|
$9.7M
|
-$730K
|
-3,145
|
-7%
|
|
