|
1001
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$374K
|
–
|
–
|
–
|
|
|
1002
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$373K
|
-$69.3K
|
-146
|
-16%
|
|
|
1003
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$372K
|
–
|
–
|
–
|
|
|
1004
|
Ensemble Capital Management
San Francisco,
California
|
$369K
|
–
|
–
|
–
|
|
|
1005
|
Bay Colony Advisors
Concord,
Massachusetts
|
$367K
|
-$248K
|
-522
|
-43%
|
|
|
1006
|
Credit Agricole
Montrouge Cedex,
France
|
$367K
|
–
|
–
|
–
|
|
|
1007
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$367K
|
+$19K
|
+40
|
+6%
|
|
|
1008
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$363K
|
-$24.2K
|
-51
|
-7%
|
|
|
1009
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$363K
|
-$16.6K
|
-35
|
-5%
|
|
|
1010
|
Diversified Trust
Memphis,
Tennessee
|
$363K
|
+$343K
|
+722
|
New
|
|
|
1011
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$362K
|
-$1.9K
|
-4
|
-0.6%
|
|
|
1012
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$360K
|
+$32.3K
|
+68
|
+10%
|
|
|
1013
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$359K
|
-$16.1K
|
-34
|
-5%
|
|
|
1014
|
Quest Investment Management
Lake Oswego,
Oregon
|
$359K
|
–
|
–
|
–
|
|
|
1015
|
WBH Advisory
Baltimore,
Maryland
|
$358K
|
+$83K
|
+175
|
+33%
|
|
|
1016
|
Frisch Financial Group
Melville,
New York
|
$357K
|
+$474
|
+1
|
+0.1%
|
|
|
1017
|
PAX Financial Group
San Antonio,
Texas
|
$356K
|
+$299K
|
+631
|
New
|
|
|
1018
|
Modera Wealth Management
Westwood,
New Jersey
|
$355K
|
+$5.22K
|
+11
|
+2%
|
|
|
1019
|
Holderness Investments Company
Greensboro,
North Carolina
|
$354K
|
+$42.7K
|
+90
|
+15%
|
|
|
1020
|
CA Family Wealth
Beverly Hills,
California
|
$354K
|
+$334K
|
+705
|
New
|
|
|
1021
|
Alethea Capital Management
Mercer Island,
Washington
|
$352K
|
–
|
–
|
–
|
|
|
1022
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$352K
|
–
|
–
|
–
|
|
|
1023
|
Lake Street Private Wealth
Chicago,
Illinois
|
$351K
|
+$331K
|
+698
|
New
|
|
|
1024
|
Duncker Streett & Co
St. Louis,
Missouri
|
$349K
|
+$6.64K
|
+14
|
+2%
|
|
|
1025
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$348K
|
-$32.3K
|
-68
|
-9%
|
|
