|
951
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$2.61M
|
+$2.56M
|
+15,014
|
New
|
|
|
952
|
Edgewood Management
Greenwich,
Connecticut
|
$2.61M
|
–
|
–
|
–
|
|
|
953
|
Caption Management
Oklahoma City,
Oklahoma
|
$2.61M
|
+$2.56M
|
+15,000
|
New
|
|
|
954
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.6M
|
+$116K
|
+683
|
+5%
|
|
|
955
|
Investment House LLC
Redondo Beach,
California
|
$2.6M
|
+$914K
|
+5,363
|
+56%
|
|
|
956
|
Intrust Bank
Wichita,
Kansas
|
$2.58M
|
+$21.8K
|
+128
|
+0.9%
|
|
|
957
|
Adell Harriman & Carpenter
Houston,
Texas
|
$2.57M
|
+$1.02M
|
+6,011
|
+68%
|
|
|
958
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$2.56M
|
+$2.52M
|
+14,770
|
New
|
|
|
959
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$2.55M
|
-$11.9K
|
-70
|
-0.5%
|
|
|
960
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$2.55M
|
-$266K
|
-1,559
|
-10%
|
|
|
961
|
Ballast Advisors
Woodbury,
Minnesota
|
$2.53M
|
-$94.9K
|
-557
|
-4%
|
|
|
962
|
Savant Capital
Rockford,
Illinois
|
$2.53M
|
+$528K
|
+3,098
|
+27%
|
|
|
963
|
Giverny Capital
Montreal,
Quebec, Canada
|
$2.53M
|
+$1.09M
|
+6,387
|
+78%
|
|
|
964
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$2.52M
|
-$894K
|
-5,247
|
-27%
|
|
|
965
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$2.5M
|
+$57.6K
|
+338
|
+2%
|
|
|
966
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$2.5M
|
-$26.1K
|
-153
|
-1%
|
|
|
967
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$2.5M
|
+$170K
|
+1,000
|
+7%
|
|
|
968
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.5M
|
+$1.34M
|
+7,846
|
+120%
|
|
|
969
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.5M
|
+$290K
|
+1,703
|
+13%
|
|
|
970
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$2.49M
|
–
|
–
|
–
|
|
|
971
|
|
$2.48M
|
–
|
–
|
–
|
|
|
972
|
Gabelli Funds
Rye,
New York
|
$2.48M
|
–
|
–
|
–
|
|
|
973
|
Denali Advisors
San Diego,
California
|
$2.48M
|
+$2.43M
|
+14,268
|
New
|
|
|
974
|
Altman Advisors
Chicago,
Illinois
|
$2.46M
|
-$57.8K
|
-339
|
-2%
|
|
|
975
|
Azzad Asset Management
Falls Church,
Virginia
|
$2.46M
|
+$10.7K
|
+63
|
+0.4%
|
|
