|
1301
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.11M
|
+$9K
|
+201
|
+0.9%
|
|
|
1302
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.11M
|
+$4.34K
|
+97
|
+0.4%
|
|
|
1303
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.11M
|
-$1.34K
|
-30
|
-0.1%
|
|
|
1304
|
Joel Isaacson & Co
New York
|
$1.1M
|
-$5.82K
|
-130
|
-0.6%
|
|
|
1305
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$1.1M
|
+$1.03M
|
+23,005
|
New
|
|
|
1306
|
Davidson Trust Company
Seattle,
Washington
|
$1.09M
|
-$9.98K
|
-223
|
-1%
|
|
|
1307
|
Naviter Wealth
Little Rock,
Arkansas
|
$1.09M
|
+$1.02M
|
+22,736
|
New
|
|
|
1308
|
Gotham Asset Management
New York
|
$1.09M
|
–
|
–
|
–
|
|
|
1309
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.08M
|
+$613K
|
+13,692
|
+153%
|
|
|
1310
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1.08M
|
-$68K
|
-1,520
|
-6%
|
|
|
1311
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.08M
|
-$56.8K
|
-1,268
|
-5%
|
|
|
1312
|
AMI Investment Management
Kendallville,
Indiana
|
$1.07M
|
+$9.31K
|
+208
|
+0.9%
|
|
|
1313
|
Jag Capital Management
St Louis,
Missouri
|
$1.07M
|
-$22.4K
|
-501
|
-2%
|
|
|
1314
|
Sterling Investment Management
Tucson,
Arizona
|
$1.07M
|
-$24.7K
|
-551
|
-2%
|
|
|
1315
|
Washington Trust
Westerly,
Rhode Island
|
$1.07M
|
+$889K
|
+19,869
|
+821%
|
|
|
1316
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.07M
|
+$552K
|
+12,337
|
+124%
|
|
|
1317
|
Forte Capital
Rochester,
New York
|
$1.06M
|
-$62.3K
|
-1,392
|
-6%
|
|
|
1318
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$1.06M
|
+$31.8K
|
+710
|
+3%
|
|
|
1319
|
Adero Partners
Pleasanton,
California
|
$1.06M
|
-$2.24K
|
-50
|
-0.2%
|
|
|
1320
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.05M
|
–
|
–
|
–
|
|
|
1321
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.05M
|
–
|
–
|
–
|
|
|
1322
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.05M
|
–
|
–
|
–
|
|
|
1323
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.05M
|
+$181K
|
+4,054
|
+23%
|
|
|
1324
|
Dentgroup
Baton Rouge,
Louisiana
|
$1.05M
|
-$317K
|
-7,075
|
-24%
|
|
|
1325
|
Bath Savings Trust
Bath,
Maine
|
$1.04M
|
+$231K
|
+5,158
|
+31%
|
|
