|
1001
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.95M
|
-$33.5K
|
-156
|
-2%
|
|
|
1002
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$1.95M
|
-$153K
|
-713
|
-8%
|
|
|
1003
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.92M
|
+$430K
|
+2,005
|
+33%
|
|
|
1004
|
Virtus Family Office
El Paso,
Texas
|
$1.9M
|
-$640K
|
-2,982
|
-27%
|
|
|
1005
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.9M
|
-$104K
|
-483
|
-6%
|
|
|
1006
|
Privium Fund Management (UK)
London,
United Kingdom
|
$1.9M
|
+$1.18M
|
+5,510
|
+232%
|
|
|
1007
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.9M
|
-$231K
|
-1,076
|
-12%
|
|
|
1008
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$1.89M
|
-$85.9K
|
-400
|
-5%
|
|
|
1009
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$1.89M
|
-$532K
|
-2,479
|
-24%
|
|
|
1010
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.89M
|
-$534K
|
-2,488
|
-24%
|
|
|
1011
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.88M
|
-$429
|
-2
|
-0%
|
|
|
1012
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$1.88M
|
+$1.71M
|
+7,969
|
New
|
|
|
1013
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
$1.87M
|
-$103K
|
-482
|
-6%
|
|
|
1014
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.86M
|
+$101K
|
+472
|
+6%
|
|
|
1015
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$1.85M
|
-$254K
|
-1,182
|
-13%
|
|
|
1016
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.85M
|
+$1.36M
|
+6,343
|
+423%
|
|
|
1017
|
Global Retirement Partners
San Rafael,
California
|
$1.83M
|
+$198K
|
+924
|
+13%
|
|
|
1018
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.83M
|
+$96.2K
|
+448
|
+6%
|
|
|
1019
|
|
$1.83M
|
-$400K
|
-1,865
|
-19%
|
|
|
1020
|
Delphi Management
Brookline,
Massachusetts
|
$1.83M
|
-$37.6K
|
-175
|
-2%
|
|
|
1021
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.83M
|
+$1.11M
|
+5,163
|
+200%
|
|
|
1022
|
Fulton Bank
Lancaster,
Pennsylvania
|
$1.82M
|
+$6.23K
|
+29
|
+0.4%
|
|
|
1023
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.82M
|
+$1.37M
|
+6,360
|
+466%
|
|
|
1024
|
Grove Bank & Trust
Miami,
Florida
|
$1.82M
|
-$5.15K
|
-24
|
-0.3%
|
|
|
1025
|
Checchi Capital Advisers
Beverly Hills,
California
|
$1.81M
|
+$8.37K
|
+39
|
+0.5%
|
|
