|
2201
|
Vanderbilt University
Nashville,
Tennessee
|
$4.42M
|
$0
|
1
|
0.61%
|
Maintained
|
|
|
2202
|
1888 Investments
Denver,
Colorado
|
$4.42M
|
+$4.56M
|
1
|
7.82%
|
New
|
|
|
2203
|
Root Financial Partners
Encinitas,
California
|
$4.41M
|
-$358K
|
5
|
0.17%
|
Reduced
|
|
|
2204
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$4.41M
|
+$559K
|
4
|
0.18%
|
Increased
|
|
|
2205
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$4.41M
|
-$358K
|
3
|
1.24%
|
Reduced
|
|
|
2206
|
Aragon Global Management
Miami,
Florida
|
$4.41M
|
-$3.7M
|
1
|
1.67%
|
Reduced
|
|
|
2207
|
New England Asset Management
Farmington,
Connecticut
|
$4.41M
|
+$94K
|
2
|
0.51%
|
Increased
|
|
|
2208
|
Parkway Wealth Management
Plano,
Texas
|
$4.4M
|
-$31M
|
2
|
0.51%
|
Reduced
|
|
|
2209
|
Connable Office Inc
Kalamazoo,
Michigan
|
$4.4M
|
+$52.5K
|
1
|
0.39%
|
Increased
|
|
|
2210
|
|
$4.39M
|
-$1.66M
|
1
|
1.35%
|
Reduced
|
|
|
2211
|
Caption Management
Oklahoma City,
Oklahoma
|
$4.39M
|
-$194K
|
3
|
0.02%
|
Reduced
|
|
|
2212
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$4.38M
|
-$539K
|
4
|
1.41%
|
Reduced
|
|
|
2213
|
Asset One Wealth Management
Bellevue,
Washington
|
$4.38M
|
+$1.24M
|
3
|
0.46%
|
Increased
|
|
|
2214
|
Bigelow Investment Advisors
Portland,
Maine
|
$4.37M
|
-$65.5K
|
2
|
1.58%
|
Reduced
|
|
|
2215
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$4.37M
|
+$1.5K
|
3
|
1.37%
|
Increased
|
|
|
2216
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$4.37M
|
+$68.8K
|
4
|
1.87%
|
Increased
|
|
|
2217
|
Covenant Asset Management
Chester,
New Jersey
|
$4.36M
|
-$2.71M
|
3
|
0.73%
|
Reduced
|
|
|
2218
|
Weaver Consulting Group
Huntington Beach,
California
|
$4.36M
|
+$2.68M
|
3
|
0.89%
|
Increased
|
|
|
2219
|
Petros Family Wealth
Bloomington,
Minnesota
|
$4.36M
|
+$163K
|
5
|
2.66%
|
Increased
|
|
|
2220
|
Wealth Architects
Mountain View,
California
|
$4.34M
|
-$101K
|
2
|
0.34%
|
Reduced
|
|
|
2221
|
Birch Financial Group
Keene,
New Hampshire
|
$4.34M
|
-$333K
|
1
|
2.23%
|
Reduced
|
|
|
2222
|
Lighthouse Financial Services
Brea,
California
|
$4.34M
|
+$22.8K
|
2
|
0.91%
|
Increased
|
|
|
2223
|
Fiducient Advisors
Chicago,
Illinois
|
$4.34M
|
-$237K
|
1
|
0.62%
|
Reduced
|
|
|
2224
|
West Family Investments
Carlsbad,
California
|
$4.33M
|
+$1.63M
|
7
|
1.26%
|
Increased
|
|
|
2225
|
Zuckerman Investment Group
Chicago,
Illinois
|
$4.33M
|
+$496K
|
2
|
0.37%
|
Increased
|
|