|
1201
|
LVM Capital Management
Portage,
Michigan
|
$1.59M
|
–
|
–
|
–
|
|
|
1202
|
Confluence Wealth Management
Portland,
Oregon
|
$1.59M
|
+$1.33M
|
+13,830
|
+463%
|
|
|
1203
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.59M
|
+$73.9K
|
+771
|
+5%
|
|
|
1204
|
Jackson Wealth Management
Lake Mary,
Florida
|
$1.58M
|
+$1.6M
|
+16,691
|
New
|
|
|
1205
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$1.57M
|
–
|
–
|
–
|
|
|
1206
|
LSV Asset Management
Chicago,
Illinois
|
$1.57M
|
+$105K
|
+1,100
|
+7%
|
|
|
1207
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$1.57M
|
+$163K
|
+1,705
|
+11%
|
|
|
1208
|
Edgar Lomax Company
Kingstowne,
Virginia
|
$1.55M
|
-$6.55M
|
-68,350
|
-81%
|
|
|
1209
|
Daiwa SB Investments
Tokyo,
Japan
|
$1.55M
|
+$1.05M
|
+10,907
|
+198%
|
|
|
1210
|
Caldwell & Orkin
Norcross,
Georgia
|
$1.55M
|
–
|
–
|
–
|
|
|
1211
|
Bray Capital Advisors
Naples,
Florida
|
$1.55M
|
+$1.57M
|
+16,362
|
New
|
|
|
1212
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$1.51M
|
-$6.81K
|
-71
|
-0.4%
|
|
|
1213
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$1.51M
|
-$36.6K
|
-382
|
-2%
|
|
|
1214
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$1.5M
|
–
|
–
|
–
|
|
|
1215
|
Chilton Investment Company
Stamford,
Connecticut
|
$1.5M
|
+$38.4K
|
+400
|
+3%
|
|
|
1216
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$1.5M
|
-$24.7K
|
-258
|
-2%
|
|
|
1217
|
Phocas Financial Corp
Alameda,
California
|
$1.5M
|
-$14.4K
|
-150
|
-0.9%
|
|
|
1218
|
Kanaly Trust
Houston,
Texas
|
$1.5M
|
+$209K
|
+2,177
|
+16%
|
|
|
1219
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.49M
|
+$29.5K
|
+308
|
+2%
|
|
|
1220
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1.49M
|
+$598K
|
+6,235
|
+65%
|
|
|
1221
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.47M
|
–
|
–
|
–
|
|
|
1222
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.47M
|
-$23.5K
|
-245
|
-2%
|
|
|
1223
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1.47M
|
+$6.81K
|
+71
|
+0.5%
|
|
|
1224
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.47M
|
-$18.2K
|
-190
|
-1%
|
|
|
1225
|
Princeton Alpha Management
Princeton Junction,
New Jersey
|
$1.45M
|
+$1.12M
|
+11,687
|
+322%
|
|
