|
1001
|
S&CO Inc
Boston,
Massachusetts
|
$562K
|
–
|
–
|
–
|
|
|
1002
|
TCTC Holdings
Dallas,
Texas
|
$560K
|
-$360K
|
-3,909
|
-40%
|
|
|
1003
|
Leisure Capital Management
Costa Mesa,
California
|
$560K
|
-$101K
|
-1,095
|
-16%
|
|
|
1004
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$556K
|
+$506K
|
+5,501
|
+1,608%
|
|
|
1005
|
Garde Capital
Seattle,
Washington
|
$552K
|
+$14.6K
|
+159
|
+3%
|
|
|
1006
|
Oldfather Financial Services
Kearney,
Nebraska
|
$551K
|
–
|
–
|
–
|
|
|
1007
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$550K
|
-$64.9K
|
-705
|
-11%
|
|
|
1008
|
YorkBridge Wealth Partners
New York
|
$550K
|
+$43K
|
+467
|
+9%
|
|
|
1009
|
Western Wealth Management
Golden,
Colorado
|
$548K
|
+$20.1K
|
+218
|
+4%
|
|
|
1010
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$541K
|
+$17.7K
|
+192
|
+3%
|
|
|
1011
|
TrinityPoint Wealth
Milford,
Connecticut
|
$537K
|
-$25.3K
|
-275
|
-5%
|
|
|
1012
|
WBH Advisory
Baltimore,
Maryland
|
$537K
|
-$8.47K
|
-92
|
-2%
|
|
|
1013
|
Rock Creek Group
Washington,
District of Columbia
|
$536K
|
+$518K
|
+5,625
|
New
|
|
|
1014
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$531K
|
–
|
–
|
–
|
|
|
1015
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$529K
|
-$35.6K
|
-387
|
-7%
|
|
|
1016
|
Seelaus Asset Management
Chatham,
New Jersey
|
$528K
|
-$134K
|
-1,450
|
-21%
|
|
|
1017
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$527K
|
-$80.2K
|
-871
|
-14%
|
|
|
1018
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$527K
|
+$276K
|
+3,000
|
+118%
|
|
|
1019
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$524K
|
+$506K
|
+5,500
|
New
|
|
|
1020
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$522K
|
–
|
–
|
–
|
|
|
1021
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$522K
|
+$27.6K
|
+300
|
+6%
|
|
|
1022
|
Belpointe Asset Management
Reno,
Nevada
|
$522K
|
+$107K
|
+1,164
|
+27%
|
|
|
1023
|
WP Advisors
San Francisco,
California
|
$521K
|
+$2.49K
|
+27
|
+0.5%
|
|
|
1024
|
Bigelow Investment Advisors
Portland,
Maine
|
$519K
|
-$31.3K
|
-340
|
-6%
|
|
|
1025
|
Vectors Research Management
New York
|
$516K
|
+$15.7K
|
+170
|
+3%
|
|
