|
1001
|
Grimes & Company
Westborough,
Massachusetts
|
$4.22M
|
-$176K
|
-1,138
|
-4%
|
|
|
1002
|
Essex Financial Services
Essex,
Connecticut
|
$4.22M
|
+$172K
|
+1,112
|
+4%
|
|
|
1003
|
Hohimer Wealth Management
Seattle,
Washington
|
$4.21M
|
+$74.8K
|
+483
|
+2%
|
|
|
1004
|
Grandfield & Dodd
New York
|
$4.18M
|
+$49.2K
|
+318
|
+1%
|
|
|
1005
|
Baugh & Associates
Atlanta,
Georgia
|
$4.18M
|
-$3.25K
|
-21
|
-0.1%
|
|
|
1006
|
United Asset Strategies
Garden City,
New York
|
$4.17M
|
+$94.7K
|
+612
|
+2%
|
|
|
1007
|
Edgewood Management
Greenwich,
Connecticut
|
$4.14M
|
-$92.9K
|
-600
|
-2%
|
|
|
1008
|
Donaldson Capital Management
Evansville,
Indiana
|
$4.12M
|
-$263K
|
-1,698
|
-6%
|
|
|
1009
|
Beaton Management Company
Haverhill,
Massachusetts
|
$4.12M
|
–
|
–
|
–
|
|
|
1010
|
Rafferty Asset Management
New York
|
$4.11M
|
+$148K
|
+958
|
+4%
|
|
|
1011
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$4.11M
|
+$182K
|
+1,173
|
+4%
|
|
|
1012
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$4.09M
|
+$54.2K
|
+350
|
+1%
|
|
|
1013
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$4.08M
|
-$58.8K
|
-380
|
-1%
|
|
|
1014
|
SteelPeak Wealth
Woodland Hills,
California
|
$4.08M
|
-$2.63M
|
-16,982
|
-39%
|
|
|
1015
|
McDonald Partners
Cleveland,
Ohio
|
$4.08M
|
-$104K
|
-674
|
-2%
|
|
|
1016
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$4.08M
|
-$70K
|
-452
|
-2%
|
|
|
1017
|
Trinity Legacy Partners
Houston,
Texas
|
$4.08M
|
+$211K
|
+1,361
|
+5%
|
|
|
1018
|
RNC Capital Management
Los Angeles,
California
|
$4.07M
|
+$85.4K
|
+552
|
+2%
|
|
|
1019
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$4.06M
|
+$939K
|
+6,065
|
+29%
|
|
|
1020
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$4.06M
|
–
|
–
|
–
|
|
|
1021
|
Lyell Wealth Management
Menlo Park,
California
|
$4.05M
|
+$294K
|
+1,901
|
+8%
|
|
|
1022
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$4.04M
|
-$176K
|
-1,137
|
-4%
|
|
|
1023
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$4.02M
|
-$38.7K
|
-250
|
-0.9%
|
|
|
1024
|
Peninsula Asset Management
Bradenton,
Florida
|
$4.02M
|
+$59K
|
+381
|
+1%
|
|
|
1025
|
Savant Capital
Rockford,
Illinois
|
$4.02M
|
+$278K
|
+1,796
|
+7%
|
|
