|
1351
|
Grace Capital
Quincy,
Massachusetts
|
$5.18M
|
+$424K
|
+924
|
+9%
|
|
|
1352
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$5.15M
|
-$24.6M
|
-53,609
|
-83%
|
|
|
1353
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$5.15M
|
–
|
–
|
–
|
|
|
1354
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$5.15M
|
+$918K
|
+1,999
|
+23%
|
|
|
1355
|
Baker Avenue Asset Management
San Francisco,
California
|
$5.11M
|
+$1.47M
|
+3,210
|
+42%
|
|
|
1356
|
Founders Capital Management (Texas)
Houston,
Texas
|
$5.11M
|
-$11.5K
|
-25
|
-0.2%
|
|
|
1357
|
Congress Asset Management
Boston,
Massachusetts
|
$5.1M
|
+$3.43M
|
+7,462
|
+228%
|
|
|
1358
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$5.09M
|
-$589K
|
-1,282
|
-11%
|
|
|
1359
|
Fayez Sarofim & Co
Houston,
Texas
|
$5.08M
|
+$2.04M
|
+4,444
|
+71%
|
|
|
1360
|
Vista Capital Partners
Portland,
Oregon
|
$5.07M
|
–
|
–
|
–
|
|
|
1361
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$5.07M
|
+$4.9M
|
+10,669
|
New
|
|
|
1362
|
Capital World Investors
Los Angeles,
California
|
$5.04M
|
+$900K
|
+1,961
|
+23%
|
|
|
1363
|
Institute for Wealth Management
Denver,
Colorado
|
$5.04M
|
-$560K
|
-1,219
|
-10%
|
|
|
1364
|
Goodman Financial
Houston,
Texas
|
$5.03M
|
-$1.58M
|
-3,435
|
-24%
|
|
|
1365
|
Blue Fin Capital
Warren,
Rhode Island
|
$5.03M
|
-$10.1K
|
-22
|
-0.2%
|
|
|
1366
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$5.02M
|
+$4.85M
|
+10,562
|
New
|
|
|
1367
|
Bay Rivers Group
Williamsburg,
Virginia
|
$5.01M
|
+$25.7K
|
+56
|
+0.5%
|
|
|
1368
|
|
$5M
|
+$1.67M
|
+3,640
|
+53%
|
|
|
1369
|
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
|
$4.99M
|
+$4.82M
|
+10,495
|
New
|
|
|
1370
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$4.98M
|
+$4.81M
|
+10,482
|
New
|
|
|
1371
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$4.96M
|
-$289K
|
-630
|
-6%
|
|
|
1372
|
Westwind Capital
Las Cruces,
New Mexico
|
$4.95M
|
-$409K
|
-891
|
-8%
|
|
|
1373
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$4.95M
|
+$625K
|
+1,362
|
+15%
|
|
|
1374
|
Lakewood Capital Management
New York
|
$4.94M
|
+$4.77M
|
+10,400
|
New
|
|
|
1375
|
Lyell Wealth Management
Menlo Park,
California
|
$4.94M
|
+$576K
|
+1,254
|
+14%
|
|
