|
801
|
Empirical Finance
Havertown,
Pennsylvania
|
$2.62M
|
+$198K
|
+2,602
|
+9%
|
|
|
802
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$2.62M
|
+$400K
|
+5,264
|
+20%
|
|
|
803
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$2.61M
|
+$243K
|
+3,191
|
+11%
|
|
|
804
|
West Branch Capital
Amherst,
Massachusetts
|
$2.6M
|
-$8.89K
|
-117
|
-0.4%
|
|
|
805
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.59M
|
+$360K
|
+4,742
|
+18%
|
|
|
806
|
Private Trust Company
Cleveland,
Ohio
|
$2.59M
|
+$94.4K
|
+1,242
|
+4%
|
|
|
807
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$2.59M
|
-$1.75K
|
-23
|
-0.1%
|
|
|
808
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$2.58M
|
–
|
–
|
–
|
|
|
809
|
Holderness Investments Company
Greensboro,
North Carolina
|
$2.58M
|
-$11.4K
|
-150
|
-0.5%
|
|
|
810
|
West Oak Capital
Westlake Village,
California
|
$2.57M
|
-$101K
|
-1,330
|
-4%
|
|
|
811
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$2.56M
|
+$1.68M
|
+22,061
|
+239%
|
|
|
812
|
Balentine LLC
Atlanta,
Georgia
|
$2.56M
|
+$959K
|
+12,625
|
+68%
|
|
|
813
|
Oppenheimer & Co
New York
|
$2.56M
|
-$5.78K
|
-76
|
-0.2%
|
|
|
814
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$2.54M
|
+$248K
|
+3,264
|
+12%
|
|
|
815
|
Sendero Wealth Management
San Antonio,
Texas
|
$2.53M
|
+$1.25M
|
+16,408
|
+113%
|
|
|
816
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$2.53M
|
+$19.8K
|
+260
|
+0.8%
|
|
|
817
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$2.53M
|
-$45.7K
|
-601
|
-2%
|
|
|
818
|
Regent Investment Management
Louisville,
Kentucky
|
$2.53M
|
-$12.9K
|
-170
|
-0.5%
|
|
|
819
|
First Nebraska Trust
Lincoln,
Nebraska
|
$2.52M
|
-$14.4K
|
-190
|
-0.6%
|
|
|
820
|
Harvey Capital Management
Palm Beach,
Florida
|
$2.51M
|
+$1.28M
|
+16,875
|
+121%
|
|
|
821
|
Asset Dedication LLC
San Francisco,
California
|
$2.5M
|
-$72K
|
-947
|
-3%
|
|
|
822
|
Wolverine Asset Management
Chicago,
Illinois
|
$2.49M
|
-$3.17M
|
-41,776
|
-58%
|
|
|
823
|
Clarius Group LLC
Seattle,
Washington
|
$2.48M
|
+$4.79K
|
+63
|
+0.2%
|
|
|
824
|
Country Club Bank
Kansas City,
Missouri
|
$2.47M
|
-$33.9K
|
-446
|
-1%
|
|
|
825
|
Mission Wealth Management
Santa Barbara,
California
|
$2.47M
|
+$90K
|
+1,184
|
+4%
|
|
