|
1876
|
Pegasus Asset Management
Montebello,
New York
|
$8M
|
-$31.5K
|
-150
|
-0.4%
|
|
|
1877
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$7.98M
|
-$770K
|
-3,667
|
-9%
|
|
|
1878
|
Affinity Investment Advisors
Newport Beach,
California
|
$7.96M
|
-$1.12M
|
-5,349
|
-12%
|
|
|
1879
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$7.95M
|
-$195K
|
-930
|
-2%
|
|
|
1880
|
Plancorp LLC
Saint Louis,
Missouri
|
$7.94M
|
+$1.93M
|
+9,196
|
+32%
|
|
|
1881
|
First Personal Financial Services
Charlotte,
North Carolina
|
$7.94M
|
-$288K
|
-1,372
|
-4%
|
|
|
1882
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$7.93M
|
-$304K
|
-1,449
|
-4%
|
|
|
1883
|
CFO4Life Group
Coppell,
Texas
|
$7.93M
|
+$121K
|
+577
|
+2%
|
|
|
1884
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$7.88M
|
-$476K
|
-2,265
|
-6%
|
|
|
1885
|
Platform Technology Partners
New York
|
$7.88M
|
-$215K
|
-1,026
|
-3%
|
|
|
1886
|
One Capital Management
Westlake Village,
California
|
$7.86M
|
-$2.45M
|
-11,665
|
-24%
|
|
|
1887
|
Ascent Wealth Partners
New Hartford,
New York
|
$7.85M
|
-$30.5K
|
-145
|
-0.4%
|
|
|
1888
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$7.84M
|
-$52.5K
|
-250
|
-0.7%
|
|
|
1889
|
CWH Capital Management
Spokane,
Washington
|
$7.83M
|
-$101K
|
-479
|
-1%
|
|
|
1890
|
AJ Wealth Strategies
New York
|
$7.83M
|
+$109K
|
+517
|
+1%
|
|
|
1891
|
Dudley & Shanley
Palm Beach,
Florida
|
$7.77M
|
-$205K
|
-975
|
-3%
|
|
|
1892
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$7.77M
|
-$70.4K
|
-335
|
-0.9%
|
|
|
1893
|
Taikang Asset Management (HK)
Hong Kong
|
$7.77M
|
+$120K
|
+569
|
+2%
|
|
|
1894
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.76M
|
+$919K
|
+4,375
|
+13%
|
|
|
1895
|
Members Trust
Tampa,
Florida
|
$7.76M
|
+$160K
|
+763
|
+2%
|
|
|
1896
|
Realta Investment Advisors
Wilmington,
Delaware
|
$7.75M
|
-$4.62K
|
-22
|
-0.1%
|
|
|
1897
|
AIMZ Investment Advisors
Los Altos,
California
|
$7.75M
|
-$105K
|
-498
|
-1%
|
|
|
1898
|
Concentric Wealth Management
Lafayette,
California
|
$7.73M
|
-$29.4K
|
-140
|
-0.4%
|
|
|
1899
|
Blume Capital Management
Berkeley,
California
|
$7.72M
|
-$329K
|
-1,567
|
-4%
|
|
|
1900
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$7.71M
|
-$1.27M
|
-6,029
|
-14%
|
|
