|
1001
|
SVB Wealth
Boston,
Massachusetts
|
$439K
|
-$14K
|
-126
|
-3%
|
|
|
1002
|
MLP3 LLC
Linwood,
New Jersey
|
$438K
|
+$443
|
+4
|
+0.1%
|
|
|
1003
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$438K
|
–
|
–
|
–
|
|
|
1004
|
Caldwell Trust
Venice,
Florida
|
$435K
|
-$8.31K
|
-75
|
-2%
|
|
|
1005
|
Lewis Asset Management
Lafayette,
California
|
$432K
|
+$11.9K
|
+107
|
+3%
|
|
|
1006
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$431K
|
-$30.4K
|
-274
|
-7%
|
|
|
1007
|
Kerr Financial Planning
Fresno,
California
|
$430K
|
+$332
|
+3
|
+0.1%
|
|
|
1008
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$428K
|
–
|
–
|
–
|
|
|
1009
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$428K
|
-$161K
|
-1,457
|
-27%
|
|
|
1010
|
Precedent Wealth Partners
Houston,
Texas
|
$426K
|
+$431K
|
+3,885
|
New
|
|
|
1011
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$426K
|
-$30.5K
|
-275
|
-7%
|
|
|
1012
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$425K
|
+$23.5K
|
+212
|
+6%
|
|
|
1013
|
BXM Wealth
Englewood,
Colorado
|
$425K
|
–
|
–
|
–
|
|
|
1014
|
Numerai
San Francisco,
California
|
$425K
|
+$147K
|
+1,330
|
+52%
|
|
|
1015
|
ProCore Advisors
Newport Beach,
California
|
$424K
|
-$17K
|
-153
|
-4%
|
|
|
1016
|
Key Financial Inc
West Chester,
Pennsylvania
|
$424K
|
–
|
–
|
–
|
|
|
1017
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$422K
|
+$665
|
+6
|
+0.2%
|
|
|
1018
|
Trust Point Inc
La Crosse,
Wisconsin
|
$421K
|
-$3.77K
|
-34
|
-0.9%
|
|
|
1019
|
American Trust
Lexington,
Kentucky
|
$420K
|
-$14.2K
|
-128
|
-3%
|
|
|
1020
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$419K
|
+$1.66K
|
+15
|
+0.4%
|
|
|
1021
|
Chicago Capital
Chicago,
Illinois
|
$418K
|
+$22.7K
|
+205
|
+6%
|
|
|
1022
|
HUB Investment Partners
Austin,
Texas
|
$418K
|
+$163K
|
+1,475
|
+63%
|
|
|
1023
|
Bridgewater Advisors
New York
|
$417K
|
-$111
|
-1
|
-0%
|
|
|
1024
|
Letson Investment Management
Atlanta,
Georgia
|
$416K
|
–
|
–
|
–
|
|
|
1025
|
Golden State Equity Partners
South Coast Metro,
California
|
$414K
|
-$121K
|
-1,094
|
-22%
|
|
