|
1001
|
F/M Investments
Washington,
District of Columbia
|
$245K
|
+$106K
|
+1,079
|
New
|
|
|
1002
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$242K
|
-$504K
|
-5,137
|
-71%
|
|
|
1003
|
AssetMark Inc
Concord,
California
|
$242K
|
-$5.2K
|
-53
|
-2%
|
|
|
1004
|
SteelPeak Wealth
Woodland Hills,
California
|
$240K
|
-$310K
|
-3,157
|
-60%
|
|
|
1005
|
Cerity Partners OCIO
New York
|
$240K
|
+$10.8K
|
+110
|
+5%
|
|
|
1006
|
Clarus Group
Houston,
Texas
|
$237K
|
+$9.81K
|
+100
|
+5%
|
|
|
1007
|
Kelleher Financial Advisors
New York
|
$236K
|
+$204K
|
+2,082
|
New
|
|
|
1008
|
Angeles Wealth Management
Santa Monica,
California
|
$235K
|
+$203K
|
+2,071
|
New
|
|
|
1009
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$234K
|
-$7.03M
|
-71,698
|
-97%
|
|
|
1010
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$234K
|
-$11.3K
|
-115
|
-5%
|
|
|
1011
|
Avalon Investment & Advisory
Houston,
Texas
|
$232K
|
-$121K
|
-1,230
|
-38%
|
|
|
1012
|
Oxford Financial Group
Carmel,
Indiana
|
$232K
|
-$5.69K
|
-58
|
-3%
|
|
|
1013
|
Confluence Investment Management
St. Louis,
Missouri
|
$232K
|
-$1.57K
|
-16
|
-0.8%
|
|
|
1014
|
Verus Capital Partners
Scottsdale,
Arizona
|
$232K
|
+$198K
|
+2,022
|
New
|
|
|
1015
|
|
$232K
|
+$200K
|
+2,044
|
New
|
|
|
1016
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$231K
|
-$5.39K
|
-55
|
-3%
|
|
|
1017
|
American Beacon Advisors
Irving,
Texas
|
$230K
|
-$49K
|
-500
|
-20%
|
|
|
1018
|
Stokes Family Office
New Orleans,
Louisiana
|
$229K
|
+$198K
|
+2,016
|
New
|
|
|
1019
|
Bard Financial Services
Branford,
Connecticut
|
$227K
|
–
|
–
|
–
|
|
|
1020
|
Gabelli Funds
Rye,
New York
|
$227K
|
–
|
–
|
–
|
|
|
1021
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$227K
|
–
|
–
|
–
|
|
|
1022
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$227K
|
+$196K
|
+1,996
|
New
|
|
|
1023
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$227K
|
+$196K
|
+2,000
|
New
|
|
|
1024
|
Prudence Investment Management (HK)
12 Harcourt Road Central,
Hong Kong
|
$227K
|
+$196K
|
+2,000
|
New
|
|
|
1025
|
FAS Wealth Partners
Leawood,
Kansas
|
$225K
|
–
|
–
|
–
|
|
