|
951
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$1.14M
|
–
|
–
|
–
|
|
|
952
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$1.13M
|
+$516K
|
+3,105
|
+83%
|
|
|
953
|
Intellectus Partners
San Francisco,
California
|
$1.13M
|
+$186K
|
+1,121
|
+20%
|
|
|
954
|
Orser Capital Management
Southlake,
Texas
|
$1.13M
|
-$162K
|
-975
|
-12%
|
|
|
955
|
Capstone Investment Advisors
New York
|
$1.13M
|
-$3.43M
|
-20,607
|
-75%
|
|
|
956
|
Mission Wealth Management
Santa Barbara,
California
|
$1.12M
|
+$646K
|
+3,887
|
+132%
|
|
|
957
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$1.12M
|
+$180K
|
+1,081
|
+19%
|
|
|
958
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$1.12M
|
-$58.5K
|
-352
|
-5%
|
|
|
959
|
Legal Advantage Investments
Los Altos Hills,
California
|
$1.11M
|
+$2.49K
|
+15
|
+0.2%
|
|
|
960
|
Precedent Wealth Partners
Houston,
Texas
|
$1.09M
|
+$278K
|
+1,673
|
+34%
|
|
|
961
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$1.09M
|
+$241K
|
+1,450
|
+28%
|
|
|
962
|
KPP Advisory Services
Louisville,
Kentucky
|
$1.09M
|
+$161K
|
+970
|
+17%
|
|
|
963
|
First American Trust
Santa Ana,
California
|
$1.09M
|
-$39.1K
|
-235
|
-3%
|
|
|
964
|
Investment Advisory Services
The Woodlands,
Texas
|
$1.09M
|
-$22K
|
-132
|
-2%
|
|
|
965
|
Wealthspire Advisors (New York)
New York
|
$1.08M
|
+$52.9K
|
+318
|
+5%
|
|
|
966
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.08M
|
-$61.5K
|
-370
|
-5%
|
|
|
967
|
Commons Capital
Needham,
Massachusetts
|
$1.07M
|
-$61.7K
|
-371
|
-5%
|
|
|
968
|
Groupama Asset Management
Paris,
France
|
$1.06M
|
-$336K
|
-2,021
|
-24%
|
|
|
969
|
Novem Group
Rochester,
New York
|
$1.05M
|
+$251K
|
+1,507
|
+31%
|
|
|
970
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$1.05M
|
+$183K
|
+1,098
|
+21%
|
|
|
971
|
Rockland Trust
Hanover,
Massachusetts
|
$1.05M
|
+$13.8K
|
+83
|
+1%
|
|
|
972
|
Amarillo National Bank
Amarillo,
Texas
|
$1.04M
|
–
|
–
|
–
|
|
|
973
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$1.04M
|
–
|
–
|
–
|
|
|
974
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.04M
|
-$230K
|
-1,382
|
-18%
|
|
|
975
|
Crew Capital Management
Cincinnati,
Ohio
|
$1.03M
|
+$34.3K
|
+206
|
+3%
|
|
