|
1001
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$2.2M
|
-$243K
|
-667
|
-10%
|
|
|
1002
|
Security National Trust
Wheeling,
West Virginia
|
$2.19M
|
+$18.2K
|
+50
|
+0.8%
|
|
|
1003
|
Parallel Advisors
San Francisco,
California
|
$2.19M
|
-$227K
|
-623
|
-9%
|
|
|
1004
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$2.19M
|
-$1.35M
|
-3,706
|
-38%
|
|
|
1005
|
WBH Advisory
Baltimore,
Maryland
|
$2.19M
|
-$56.5K
|
-155
|
-3%
|
|
|
1006
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.18M
|
+$216K
|
+591
|
+11%
|
|
|
1007
|
Schnieders Capital Management
Pasadena,
California
|
$2.18M
|
-$403K
|
-1,105
|
-16%
|
|
|
1008
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$2.18M
|
+$176K
|
+484
|
+9%
|
|
|
1009
|
Banco de Sabadell
Miami,
Florida
|
$2.18M
|
-$70K
|
-192
|
-3%
|
|
|
1010
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$2.18M
|
+$21.5K
|
+59
|
+1%
|
|
|
1011
|
Douglas Lane & Associates
New York
|
$2.16M
|
+$9.85K
|
+27
|
+0.5%
|
|
|
1012
|
Regent Investment Management
Louisville,
Kentucky
|
$2.16M
|
+$1.73M
|
+4,753
|
+403%
|
|
|
1013
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$2.15M
|
+$83.1K
|
+228
|
+4%
|
|
|
1014
|
|
$2.15M
|
-$4.81M
|
-13,200
|
-69%
|
|
|
1015
|
Toth Financial Advisory
Leesburg,
Virginia
|
$2.14M
|
-$494K
|
-1,354
|
-19%
|
|
|
1016
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.14M
|
-$702K
|
-1,924
|
-23%
|
|
|
1017
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$2.14M
|
–
|
–
|
–
|
|
|
1018
|
Global Retirement Partners
San Rafael,
California
|
$2.13M
|
+$601K
|
+1,649
|
+39%
|
|
|
1019
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$2.13M
|
+$2.13M
|
+5,838
|
New
|
|
|
1020
|
Cypress Wealth Services
Palm Desert,
California
|
$2.12M
|
+$148K
|
+406
|
+7%
|
|
|
1021
|
|
$2.12M
|
-$542K
|
-1,487
|
-20%
|
|
|
1022
|
American National Registered Investment Advisor
Galveston,
Texas
|
$2.11M
|
–
|
–
|
–
|
|
|
1023
|
Nishkama Capital LLC
Dorado,
Puerto Rico
|
$2.11M
|
+$367K
|
+1,006
|
+21%
|
|
|
1024
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$2.11M
|
+$2.11M
|
+5,787
|
New
|
|
|
1025
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$2.1M
|
+$125K
|
+342
|
+6%
|
|
