|
1001
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$325K
|
-$29.4K
|
-321
|
-8%
|
|
|
1002
|
Argos Wealth Advisors
Sacramento,
California
|
$325K
|
+$326K
|
+3,561
|
New
|
|
|
1003
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$323K
|
+$324K
|
+3,535
|
New
|
|
|
1004
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$322K
|
-$1.26M
|
-13,801
|
-80%
|
|
|
1005
|
Rede Wealth
Charlottesville,
Virginia
|
$321K
|
+$321K
|
+3,511
|
New
|
|
|
1006
|
GEM Asset Management
Plymouth,
Michigan
|
$320K
|
+$114K
|
+1,250
|
+56%
|
|
|
1007
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$320K
|
–
|
–
|
–
|
|
|
1008
|
Tuttle Capital Management
Riverside,
Connecticut
|
$320K
|
+$320K
|
+3,500
|
New
|
|
|
1009
|
Bogart Wealth LLC
Mclean,
Virginia
|
$316K
|
+$73.1K
|
+798
|
+30%
|
|
|
1010
|
Regimen Wealth
Atlanta,
Georgia
|
$313K
|
+$313K
|
+3,423
|
New
|
|
|
1011
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$312K
|
-$268K
|
-2,929
|
-46%
|
|
|
1012
|
Meadowbrook Advisors Group
Bedminster,
New Jersey
|
$311K
|
+$312K
|
+3,405
|
New
|
|
|
1013
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$311K
|
+$7.78K
|
+85
|
+3%
|
|
|
1014
|
Fiduciary Trust
Boston,
Massachusetts
|
$310K
|
-$4.39K
|
-48
|
-1%
|
|
|
1015
|
Osterweis Capital Management
San Francisco,
California
|
$307K
|
–
|
–
|
–
|
|
|
1016
|
Valmark Advisers
Akron,
Ohio
|
$306K
|
-$16.2K
|
-177
|
-5%
|
|
|
1017
|
Cypress Point Wealth Management
Dallas,
Texas
|
$305K
|
+$4.21K
|
+46
|
+1%
|
|
|
1018
|
EdgeRock Capital
Denver,
Colorado
|
$303K
|
-$12.5K
|
-137
|
-4%
|
|
|
1019
|
Rossby Financial
Melbourne,
Florida
|
$303K
|
+$5.31K
|
+58
|
+2%
|
|
|
1020
|
RF&L Wealth Management
Acton,
Massachusetts
|
$302K
|
-$105K
|
-1,150
|
-26%
|
|
|
1021
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$301K
|
-$32.7M
|
-357,607
|
-99%
|
|
|
1022
|
Kinloch Capital
Glen Allen,
Virginia
|
$299K
|
–
|
–
|
–
|
|
|
1023
|
Manchester Financial
Westlake Village,
California
|
$299K
|
+$300K
|
+3,272
|
New
|
|
|
1024
|
Alteri Wealth
Westlake Village,
California
|
$298K
|
-$139K
|
-1,513
|
-32%
|
|
|
1025
|
Forty-three Eighteen Advisors
Bentonville,
Arkansas
|
$298K
|
+$298K
|
+3,260
|
New
|
|
