|
1026
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$3.53M
|
+$252K
|
+1,895
|
+8%
|
|
|
1027
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$3.53M
|
-$70.5K
|
-531
|
-2%
|
|
|
1028
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.53M
|
-$851K
|
-6,404
|
-20%
|
|
|
1029
|
Clean Yield Group
Norwich,
Vermont
|
$3.53M
|
+$438K
|
+3,300
|
+15%
|
|
|
1030
|
Edgewood Management
Greenwich,
Connecticut
|
$3.52M
|
–
|
–
|
–
|
|
|
1031
|
Atria Investments
Charlotte,
North Carolina
|
$3.51M
|
+$289K
|
+2,178
|
+9%
|
|
|
1032
|
Duncker Streett & Co
St. Louis,
Missouri
|
$3.47M
|
+$30.4K
|
+229
|
+0.9%
|
|
|
1033
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3.47M
|
-$29.1K
|
-219
|
-0.9%
|
|
|
1034
|
Cannell & Spears
New York
|
$3.47M
|
+$897K
|
+6,750
|
+36%
|
|
|
1035
|
Pegasus Asset Management
Montebello,
New York
|
$3.46M
|
+$12.2K
|
+92
|
+0.4%
|
|
|
1036
|
Cypress Capital Group
Palm Beach,
Florida
|
$3.45M
|
-$394K
|
-2,962
|
-11%
|
|
|
1037
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3.44M
|
+$54.6K
|
+411
|
+2%
|
|
|
1038
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$3.43M
|
–
|
–
|
–
|
|
|
1039
|
Aspiriant LLC
Los Angeles,
California
|
$3.43M
|
-$82.2K
|
-619
|
-2%
|
|
|
1040
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$3.42M
|
-$77.2K
|
-581
|
-2%
|
|
|
1041
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$3.42M
|
+$538K
|
+4,050
|
+19%
|
|
|
1042
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$3.42M
|
+$718K
|
+5,402
|
+28%
|
|
|
1043
|
Searle & Co
Greenwich,
Connecticut
|
$3.41M
|
–
|
–
|
–
|
|
|
1044
|
Brookmont Capital Management
Dallas,
Texas
|
$3.4M
|
-$64.3K
|
-484
|
-2%
|
|
|
1045
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.4M
|
-$26.6K
|
-200
|
-0.8%
|
|
|
1046
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$3.4M
|
-$117K
|
-881
|
-3%
|
|
|
1047
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$3.38M
|
–
|
–
|
–
|
|
|
1048
|
|
$3.38M
|
-$47.8K
|
-360
|
-1%
|
|
|
1049
|
Russell Clark Investment Management
London,
United Kingdom
|
$3.36M
|
-$2.72M
|
-20,500
|
-46%
|
|
|
1050
|
American Portfolios Advisors
Holbrook,
New York
|
$3.35M
|
+$333K
|
+2,510
|
+11%
|
|
