|
3001
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$405M
|
-$13M
|
-3%
|
|
|
143
|
|
|
|
3002
|
JB Capital Partners
Armonk,
New York
|
$405M
|
-$61.7M
|
-13%
|
|
|
77
|
|
|
|
3003
|
Colonial Trust
Spartanburg,
South Carolina
|
$405M
|
-$12.8M
|
-3%
|
|
|
995
|
|
|
|
3004
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$404M
|
-$15.2M
|
-4%
|
|
|
184
|
|
|
|
3005
|
|
$404M
|
+$49.7M
|
+14%
|
|
|
792
|
|
|
|
3006
|
Financial Advisors
Andover,
Massachusetts
|
$404M
|
-$15.7M
|
-4%
|
|
|
80
|
|
|
|
3007
|
Icon Advisers
Greenwood Village,
Colorado
|
$404M
|
+$10.1M
|
+3%
|
|
|
178
|
|
|
|
3008
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$403M
|
-$23.5M
|
-6%
|
|
|
147
|
|
|
|
3009
|
SOA Wealth Advisors
New York
|
$402M
|
-$24.7M
|
-6%
|
|
|
969
|
|
|
|
3010
|
Martel Wealth Advisors
Vancouver,
Washington
|
$402M
|
-$10.5M
|
-3%
|
|
|
54
|
|
|
|
3011
|
Bulltick Wealth Management
Miami,
Florida
|
$402M
|
-$24.3M
|
-6%
|
|
|
130
|
|
|
|
3012
|
Liberty Wealth Management
Oakland,
California
|
$402M
|
-$2.98M
|
-0.7%
|
|
|
198
|
|
|
|
3013
|
Pier 88 Investment Partners
San Francisco,
California
|
$401M
|
-$2.34M
|
-0.6%
|
|
|
104
|
|
|
|
3014
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$401M
|
-$103M
|
-20%
|
|
|
1,144
|
|
|
|
3015
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$401M
|
-$30.7M
|
-7%
|
|
|
124
|
|
|
|
3016
|
Private Wealth Strategies
New Albany,
Ohio
|
$401M
|
-$15.3M
|
-4%
|
|
|
81
|
|
|
|
3017
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$401M
|
-$15.8M
|
-4%
|
|
|
67
|
|
|
|
3018
|
Meridian Wealth Advisors
Austin,
Texas
|
$400M
|
-$13.2M
|
-3%
|
|
|
190
|
|
|
|
3019
|
Claro Advisors
Boston,
Massachusetts
|
$400M
|
-$2.49M
|
-0.6%
|
|
|
400
|
|
|
|
3020
|
Wellington Shields & Co
New York
|
$400M
|
-$25.4M
|
-6%
|
|
|
305
|
|
|
|
3021
|
Red Door Wealth Management
Memphis,
Tennessee
|
$399M
|
-$51M
|
-11%
|
|
|
235
|
|
|
|
3022
|
Night Owl Capital Management
Greenwich,
Connecticut
|
$399M
|
+$12.6M
|
+3%
|
|
|
25
|
|
|
|
3023
|
Ratio Wealth Group
Denver,
Colorado
|
$399M
|
-$5.09M
|
-1%
|
|
|
72
|
|
|
|
3024
|
Gagnon Securities
New York
|
$399M
|
-$81.9M
|
-17%
|
|
|
104
|
|
|
|
3025
|
Thunderbird Partners
London,
United Kingdom
|
$399M
|
+$74M
|
+23%
|
|
|
12
|
|
|