|
1026
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$3.66M
|
+$440K
|
+7,661
|
+13%
|
|
|
1027
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$3.64M
|
+$61.2K
|
+1,066
|
+2%
|
|
|
1028
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$3.64M
|
–
|
–
|
–
|
|
|
1029
|
NTV Asset Management
Charleston,
West Virginia
|
$3.64M
|
-$99.3K
|
-1,731
|
-3%
|
|
|
1030
|
|
$3.64M
|
+$1.79M
|
+31,177
|
+92%
|
|
|
1031
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.63M
|
-$269K
|
-4,690
|
-7%
|
|
|
1032
|
TriaGen Wealth Management
Calabasas,
California
|
$3.63M
|
-$34.1K
|
-594
|
-0.9%
|
|
|
1033
|
Laidlaw Wealth Management
New York City,
New York
|
$3.63M
|
+$283K
|
+4,937
|
+8%
|
|
|
1034
|
Pegasus Asset Management
Montebello,
New York
|
$3.62M
|
+$132K
|
+2,295
|
+4%
|
|
|
1035
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.62M
|
-$119K
|
-2,072
|
-3%
|
|
|
1036
|
Bank of Hawaii
Honolulu,
Hawaii
|
$3.61M
|
-$153K
|
-2,666
|
-4%
|
|
|
1037
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$3.61M
|
-$566K
|
-9,867
|
-13%
|
|
|
1038
|
Physicians Financial Services
Raleigh,
North Carolina
|
$3.61M
|
-$58K
|
-1,010
|
-2%
|
|
|
1039
|
Unison Advisors
Washington,
District of Columbia
|
$3.6M
|
+$3.69M
|
+64,339
|
New
|
|
|
1040
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$3.59M
|
-$239K
|
-4,165
|
-6%
|
|
|
1041
|
Centre Asset Management
New York
|
$3.59M
|
+$149K
|
+2,600
|
+4%
|
|
|
1042
|
Windward Capital Management
Los Angeles,
California
|
$3.58M
|
+$25K
|
+435
|
+0.7%
|
|
|
1043
|
Baugh & Associates
Atlanta,
Georgia
|
$3.57M
|
-$41.3K
|
-720
|
-1%
|
|
|
1044
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$3.56M
|
+$940K
|
+16,380
|
+35%
|
|
|
1045
|
Factorial Partners
Mt. Kisco,
New York
|
$3.55M
|
+$74.6K
|
+1,300
|
+2%
|
|
|
1046
|
Jackson Wealth Management
Lake Mary,
Florida
|
$3.55M
|
+$22.2K
|
+386
|
+0.6%
|
|
|
1047
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$3.55M
|
+$292K
|
+5,092
|
+9%
|
|
|
1048
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$3.54M
|
+$65.5K
|
+1,142
|
+2%
|
|
|
1049
|
HM Payson & Co
Portland,
Maine
|
$3.54M
|
+$273K
|
+4,749
|
+8%
|
|
|
1050
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$3.53M
|
+$171K
|
+2,987
|
+5%
|
|
