|
1001
|
Essex Savings Bank
Essex,
Connecticut
|
$799K
|
-$30.4K
|
-156
|
-4%
|
|
|
1002
|
Lido Advisors
Los Angeles,
California
|
$792K
|
+$55.5K
|
+285
|
+8%
|
|
|
1003
|
Mason Investment Advisory Services
Reston,
Virginia
|
$791K
|
-$268K
|
-1,375
|
-27%
|
|
|
1004
|
Elite Wealth Management
Kirkland,
Washington
|
$783K
|
-$5.85K
|
-30
|
-0.8%
|
|
|
1005
|
Brooktree Capital Management
Gand Rapids,
Michigan
|
$783K
|
+$724K
|
+3,717
|
New
|
|
|
1006
|
Tuttle Capital Management
Riverside,
Connecticut
|
$782K
|
-$2.48M
|
-12,744
|
-77%
|
|
|
1007
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$779K
|
+$721K
|
+3,700
|
New
|
|
|
1008
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$775K
|
-$108K
|
-555
|
-13%
|
|
|
1009
|
PagnatoKarp Partners
Reston,
Virginia
|
$772K
|
-$780
|
-4
|
-0.1%
|
|
|
1010
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$769K
|
+$69.8K
|
+358
|
+11%
|
|
|
1011
|
Mission Wealth Management
Santa Barbara,
California
|
$767K
|
+$134K
|
+690
|
+23%
|
|
|
1012
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$766K
|
-$3.31K
|
-17
|
-0.5%
|
|
|
1013
|
Fosun International
Hong Kong,
China
|
$764K
|
+$702K
|
+3,600
|
New
|
|
|
1014
|
Modera Wealth Management
Westwood,
New Jersey
|
$759K
|
-$21.2K
|
-109
|
-3%
|
|
|
1015
|
Penserra Capital Management
Orinda,
California
|
$757K
|
-$1.07M
|
-5,505
|
-60%
|
|
|
1016
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$757K
|
+$701K
|
+3,596
|
New
|
|
|
1017
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$751K
|
+$40K
|
+205
|
+6%
|
|
|
1018
|
Realta Investment Advisors
Wilmington,
Delaware
|
$749K
|
-$132K
|
-677
|
-15%
|
|
|
1019
|
Pantheon Investment Group
Sierra Madre,
California
|
$749K
|
+$693K
|
+3,557
|
New
|
|
|
1020
|
Ferris Capital
Marlborough,
Massachusetts
|
$732K
|
–
|
–
|
–
|
|
|
1021
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$728K
|
–
|
–
|
–
|
|
|
1022
|
TrinityPoint Wealth
Milford,
Connecticut
|
$726K
|
+$17K
|
+87
|
+3%
|
|
|
1023
|
Clearstead Advisors
Cleveland,
Ohio
|
$726K
|
+$54.8K
|
+281
|
+9%
|
|
|
1024
|
WMS Partners
Towson,
Maryland
|
$725K
|
+$1.17K
|
+6
|
+0.2%
|
|
|
1025
|
tru Independence
Portland,
Oregon
|
$722K
|
+$862K
|
+4,421
|
New
|
|
