|
1001
|
|
$330K
|
+$17.9K
|
+200
|
+6%
|
|
|
1002
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$330K
|
+$312K
|
+3,475
|
New
|
|
|
1003
|
Platform Technology Partners
New York
|
$328K
|
-$164K
|
-1,825
|
-35%
|
|
|
1004
|
Physician Wealth Advisors
Midvale,
Utah
|
$327K
|
–
|
–
|
–
|
|
|
1005
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$326K
|
–
|
–
|
–
|
|
|
1006
|
Canandaigua National Corp
Canandaigua,
New York
|
$325K
|
–
|
–
|
–
|
|
|
1007
|
Arrow Financial
Glens Falls,
New York
|
$323K
|
-$22.4K
|
-250
|
-7%
|
|
|
1008
|
Coastline Trust
Providence,
Rhode Island
|
$323K
|
–
|
–
|
–
|
|
|
1009
|
Samalin Investment Counsel
Chappaqua,
New York
|
$323K
|
–
|
–
|
–
|
|
|
1010
|
One Wealth Advisors
San Francisco,
California
|
$318K
|
-$4.49K
|
-50
|
-1%
|
|
|
1011
|
Polen Capital Management
Boca Raton,
Florida
|
$318K
|
+$301K
|
+3,350
|
New
|
|
|
1012
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$316K
|
-$101K
|
-1,125
|
-25%
|
|
|
1013
|
NorthRock Partners
Minneapolis,
Minnesota
|
$314K
|
+$296K
|
+3,300
|
New
|
|
|
1014
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$313K
|
-$13.5K
|
-150
|
-4%
|
|
|
1015
|
|
$313K
|
+$69.5K
|
+775
|
+31%
|
|
|
1016
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$311K
|
–
|
–
|
–
|
|
|
1017
|
American Portfolios Advisors
Holbrook,
New York
|
$309K
|
-$42.6K
|
-475
|
-13%
|
|
|
1018
|
Coldstream Capital Management
Bellevue,
Washington
|
$305K
|
-$35.9K
|
-400
|
-8%
|
|
|
1019
|
Proficio Capital Partners
Newton,
Massachusetts
|
$304K
|
-$123K
|
-1,375
|
-30%
|
|
|
1020
|
Cypress Wealth Services
Palm Desert,
California
|
$301K
|
-$105K
|
-1,175
|
-27%
|
|
|
1021
|
Client 1st Advisory Group
Dunedin,
Florida
|
$301K
|
+$15.7K
|
+175
|
+6%
|
|
|
1022
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$301K
|
+$17.9K
|
+200
|
+7%
|
|
|
1023
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$301K
|
+$285K
|
+3,175
|
New
|
|
|
1024
|
GenWealth Group
Maplewood,
New Jersey
|
$294K
|
–
|
–
|
–
|
|
|
1025
|
DOHJ LLC
Seattle,
Washington
|
$293K
|
–
|
–
|
–
|
|
