|
1901
|
Icon Wealth Partners
Houston,
Texas
|
$277K
|
+$66.2K
|
+187
|
+28%
|
|
|
1902
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$276K
|
-$1.65M
|
-4,671
|
-85%
|
|
|
1903
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$275K
|
-$10.6K
|
-30
|
-3%
|
|
|
1904
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$275K
|
–
|
–
|
–
|
|
|
1905
|
LifeSteps Financial
Claremont,
California
|
$275K
|
+$298K
|
+843
|
New
|
|
|
1906
|
First United Bank & Trust
Oakland,
Maryland
|
$274K
|
+$1.77K
|
+5
|
+0.6%
|
|
|
1907
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$274K
|
+$298K
|
+842
|
New
|
|
|
1908
|
DF Dent & Co
Baltimore,
Maryland
|
$273K
|
–
|
–
|
–
|
|
|
1909
|
Rovin Capital
Mesa,
Arizona
|
$273K
|
+$296K
|
+837
|
New
|
|
|
1910
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$273K
|
+$296K
|
+837
|
New
|
|
|
1911
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$273K
|
+$297K
|
+839
|
New
|
|
|
1912
|
Asset Management Corp
Northbrook,
Illinois
|
$273K
|
+$297K
|
+840
|
New
|
|
|
1913
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$272K
|
+$35.4K
|
+100
|
+14%
|
|
|
1914
|
Aprio Wealth Management
Atlanta,
Georgia
|
$272K
|
+$295K
|
+834
|
New
|
|
|
1915
|
First Quadrant
Glendale,
California
|
$271K
|
-$117K
|
-330
|
-28%
|
|
|
1916
|
Reilly Herbert Faulkner III
|
$270K
|
–
|
–
|
–
|
|
|
1917
|
ExodusPoint Capital Management
New York
|
$270K
|
+$293K
|
+828
|
New
|
|
|
1918
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$269K
|
-$85K
|
-240
|
-23%
|
|
|
1919
|
SSI Investment Management
Los Angeles,
California
|
$269K
|
-$1.06K
|
-3
|
-0.4%
|
|
|
1920
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$269K
|
+$87.1K
|
+246
|
+43%
|
|
|
1921
|
CA Family Wealth
Beverly Hills,
California
|
$269K
|
+$292K
|
+826
|
New
|
|
|
1922
|
IPG Investment Advisors
San Diego,
California
|
$268K
|
-$14.2K
|
-40
|
-5%
|
|
|
1923
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$268K
|
-$124K
|
-351
|
-30%
|
|
|
1924
|
Bridgeworth
Birmingham,
Alabama
|
$268K
|
+$291K
|
+822
|
New
|
|
|
1925
|
Alesco Advisors
Pittsford,
New York
|
$265K
|
–
|
–
|
–
|
|
