|
1001
|
WealthShield Partners
Cary,
North Carolina
|
$1.26M
|
+$161K
|
+3,310
|
+15%
|
|
|
1002
|
Kore Private Wealth
New York
|
$1.25M
|
+$86.6K
|
+1,780
|
+7%
|
|
|
1003
|
Patten Group
Chattanooga,
Tennessee
|
$1.25M
|
+$142K
|
+2,910
|
+13%
|
|
|
1004
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.25M
|
+$288K
|
+5,930
|
+30%
|
|
|
1005
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.25M
|
-$1.3M
|
-26,650
|
-51%
|
|
|
1006
|
Moseley Investment Management
Bradenton,
Florida
|
$1.25M
|
+$50.1K
|
+1,030
|
+4%
|
|
|
1007
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$1.24M
|
-$376K
|
-7,730
|
-23%
|
|
|
1008
|
RB Capital Management
Reno,
Nevada
|
$1.24M
|
+$17K
|
+350
|
+1%
|
|
|
1009
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.24M
|
+$25.3K
|
+520
|
+2%
|
|
|
1010
|
Knuff & Co
Foster City,
California
|
$1.23M
|
–
|
–
|
–
|
|
|
1011
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.23M
|
+$70K
|
+1,440
|
+6%
|
|
|
1012
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.22M
|
+$200K
|
+4,120
|
+20%
|
|
|
1013
|
Archer Investment Corporation
Carmel,
Indiana
|
$1.22M
|
+$86.6K
|
+1,780
|
+8%
|
|
|
1014
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.22M
|
+$13.1K
|
+270
|
+1%
|
|
|
1015
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$1.21M
|
-$238K
|
-4,890
|
-16%
|
|
|
1016
|
Busey Bank
Urbana,
Illinois
|
$1.21M
|
-$142K
|
-2,920
|
-10%
|
|
|
1017
|
|
$1.21M
|
-$812K
|
-16,700
|
-40%
|
|
|
1018
|
|
$1.21M
|
–
|
–
|
–
|
|
|
1019
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.2M
|
+$160K
|
+3,290
|
+11%
|
|
|
1020
|
Mirabella Financial Services
London,
United Kingdom
|
$1.2M
|
+$1.2M
|
+24,710
|
New
|
|
|
1021
|
Institute for Wealth Management
Denver,
Colorado
|
$1.19M
|
-$6.32K
|
-130
|
-0.5%
|
|
|
1022
|
Curi RMB Capital
Chicago,
Illinois
|
$1.19M
|
–
|
–
|
–
|
|
|
1023
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$1.19M
|
+$33.1K
|
+680
|
+3%
|
|
|
1024
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.19M
|
+$1.2M
|
+24,640
|
New
|
|
|
1025
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$1.19M
|
+$170K
|
+3,490
|
+17%
|
|
