|
1001
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$1.79M
|
+$118K
|
+1,506
|
+6%
|
|
|
1002
|
Eastern Bank
Boston,
Massachusetts
|
$1.79M
|
-$428K
|
-5,484
|
-19%
|
|
|
1003
|
Mason Investment Advisory Services
Reston,
Virginia
|
$1.79M
|
–
|
–
|
–
|
|
|
1004
|
|
$1.78M
|
-$9.68K
|
-124
|
-0.5%
|
|
|
1005
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.78M
|
+$108K
|
+1,379
|
+6%
|
|
|
1006
|
Wellington Shields Capital Management
New York
|
$1.78M
|
-$18.7K
|
-240
|
-1%
|
|
|
1007
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$1.78M
|
+$307K
|
+3,938
|
+20%
|
|
|
1008
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.77M
|
-$238K
|
-3,055
|
-12%
|
|
|
1009
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.76M
|
-$99.7K
|
-1,278
|
-5%
|
|
|
1010
|
McDonald Partners
Cleveland,
Ohio
|
$1.76M
|
+$295K
|
+3,785
|
+19%
|
|
|
1011
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.75M
|
-$78.8K
|
-1,010
|
-4%
|
|
|
1012
|
LVM Capital Management
Portage,
Michigan
|
$1.75M
|
–
|
–
|
–
|
|
|
1013
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$1.75M
|
+$1.8M
|
+23,126
|
New
|
|
|
1014
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.75M
|
-$90.3K
|
-1,157
|
-5%
|
|
|
1015
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.75M
|
+$1.49M
|
+19,149
|
+487%
|
|
|
1016
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$1.74M
|
+$130K
|
+1,661
|
+8%
|
|
|
1017
|
Naples Global Advisors
Naples,
Florida
|
$1.74M
|
+$109K
|
+1,398
|
+6%
|
|
|
1018
|
Dodge & Cox
San Francisco,
California
|
$1.74M
|
-$93.7K
|
-1,200
|
-5%
|
|
|
1019
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$1.74M
|
+$21.9K
|
+280
|
+1%
|
|
|
1020
|
Sepio Capital
Salt Lake City,
Utah
|
$1.74M
|
-$704K
|
-9,017
|
-28%
|
|
|
1021
|
IHT Wealth Management
Chicago,
Illinois
|
$1.74M
|
+$96.8K
|
+1,240
|
+6%
|
|
|
1022
|
BTR Capital Management
Oakland,
California
|
$1.73M
|
–
|
–
|
–
|
|
|
1023
|
Joel Isaacson & Co
New York
|
$1.73M
|
-$10.9K
|
-140
|
-0.6%
|
|
|
1024
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$1.73M
|
-$7.1K
|
-91
|
-0.4%
|
|
|
1025
|
Principal Street Partners
Memphis,
Tennessee
|
$1.72M
|
+$833K
|
+10,670
|
+88%
|
|
