|
1401
|
Abacus Planning Group
Columbia,
South Carolina
|
$2.86M
|
+$57.8K
|
+150
|
+2%
|
|
|
1402
|
|
$2.86M
|
–
|
–
|
–
|
|
|
1403
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.86M
|
+$340K
|
+881
|
+14%
|
|
|
1404
|
Boston Research & Management
Manchester,
Massachusetts
|
$2.85M
|
+$13.1K
|
+34
|
+0.5%
|
|
|
1405
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$2.83M
|
-$69K
|
-179
|
-2%
|
|
|
1406
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$2.83M
|
+$142K
|
+368
|
+5%
|
|
|
1407
|
Bruderman Asset Management
Locust Valley,
New York
|
$2.83M
|
-$17.4K
|
-45
|
-0.6%
|
|
|
1408
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$2.82M
|
+$33.2K
|
+86
|
+1%
|
|
|
1409
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$2.82M
|
-$529K
|
-1,371
|
-16%
|
|
|
1410
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$2.81M
|
+$2.74M
|
+7,100
|
New
|
|
|
1411
|
Prelude Capital Management
New York
|
$2.81M
|
-$2.38M
|
-6,180
|
-47%
|
|
|
1412
|
Lazard Asset Management
New York
|
$2.81M
|
-$6.25M
|
-16,198
|
-70%
|
|
|
1413
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$2.81M
|
-$37K
|
-96
|
-1%
|
|
|
1414
|
HUB Investment Partners
Austin,
Texas
|
$2.79M
|
-$567K
|
-1,469
|
-17%
|
|
|
1415
|
Denver Wealth Management
Denver,
Colorado
|
$2.79M
|
+$2.38M
|
+6,172
|
New
|
|
|
1416
|
Great Diamond Partners
Portland,
Maine
|
$2.79M
|
-$1.39M
|
-3,608
|
-34%
|
|
|
1417
|
Abacus Wealth Partners
Santa Monica,
California
|
$2.78M
|
+$5.01K
|
+13
|
+0.2%
|
|
|
1418
|
Yale University
New Haven,
Connecticut
|
$2.77M
|
-$14.7M
|
-38,000
|
-84%
|
|
|
1419
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$2.77M
|
-$10K
|
-26
|
-0.4%
|
|
|
1420
|
Madison Wealth Management
Cincinnati,
Ohio
|
$2.77M
|
+$52.1K
|
+135
|
+2%
|
|
|
1421
|
Roosevelt Investment Group
New York
|
$2.77M
|
-$75.6K
|
-196
|
-3%
|
|
|
1422
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$2.77M
|
+$688K
|
+1,785
|
+34%
|
|
|
1423
|
Texas Capital Bancshares
Dallas,
Texas
|
$2.77M
|
-$113K
|
-292
|
-4%
|
|
|
1424
|
Sterneck Capital Management
Kansas City,
Missouri
|
$2.76M
|
-$1.67M
|
-4,327
|
-38%
|
|
|
1425
|
Goldstein Munger & Associates
San Ramon,
California
|
$2.76M
|
-$390K
|
-1,012
|
-13%
|
|
