|
1101
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$12.3M
|
+$140K
|
+404
|
+1%
|
|
|
1102
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$12.2M
|
-$112K
|
-323
|
-0.9%
|
|
|
1103
|
|
$12.2M
|
-$10.2M
|
-29,598
|
-45%
|
|
|
1104
|
Fagan Associates
Troy,
New York
|
$12.2M
|
-$29.1K
|
-84
|
-0.2%
|
|
|
1105
|
American Money Management
Rancho Santa Fe,
California
|
$12.2M
|
+$246K
|
+712
|
+2%
|
|
|
1106
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$12.2M
|
-$812K
|
-2,347
|
-6%
|
|
|
1107
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$12.1M
|
+$343K
|
+992
|
+3%
|
|
|
1108
|
Impax Asset Management Group
London,
United Kingdom
|
$12.1M
|
-$90M
|
-260,076
|
-88%
|
|
|
1109
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$12.1M
|
+$18.3K
|
+53
|
+0.1%
|
|
|
1110
|
Evercore Wealth Management
New York
|
$12.1M
|
-$48.8K
|
-141
|
-0.4%
|
|
|
1111
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$12.1M
|
+$95.5K
|
+276
|
+0.8%
|
|
|
1112
|
Meridiem Capital Partners
Dallas,
Texas
|
$12M
|
+$12.2M
|
+35,278
|
New
|
|
|
1113
|
Novare Capital Management
Charlotte,
North Carolina
|
$12M
|
+$35.6K
|
+103
|
+0.3%
|
|
|
1114
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$12M
|
-$326K
|
-942
|
-3%
|
|
|
1115
|
|
$12M
|
+$64.4K
|
+186
|
+0.5%
|
|
|
1116
|
Burney Company
Reston,
Virginia
|
$11.9M
|
-$136K
|
-394
|
-1%
|
|
|
1117
|
GHP Investment Advisors
Denver,
Colorado
|
$11.9M
|
-$13.8K
|
-40
|
-0.1%
|
|
|
1118
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$11.9M
|
+$12.8K
|
+37
|
+0.1%
|
|
|
1119
|
Legacy Trust
Grand Rapids,
Michigan
|
$11.9M
|
-$140K
|
-404
|
-1%
|
|
|
1120
|
Shelton Capital Management
Denver,
Colorado
|
$11.8M
|
-$66.5K
|
-192
|
-0.6%
|
|
|
1121
|
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$11.8M
|
+$2.36M
|
+6,810
|
+25%
|
|
|
1122
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$11.8M
|
-$7.33M
|
-21,169
|
-38%
|
|
|
1123
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$11.8M
|
-$286K
|
-825
|
-2%
|
|
|
1124
|
Liberty Capital Management
Birmingham,
Michigan
|
$11.8M
|
-$117K
|
-337
|
-1%
|
|
|
1125
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$11.7M
|
+$298K
|
+862
|
+3%
|
|
