|
1001
|
BigSur Wealth Management
Miami,
Florida
|
$867K
|
–
|
–
|
–
|
|
|
1002
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$867K
|
–
|
–
|
–
|
|
|
1003
|
McDonald Partners
Cleveland,
Ohio
|
$863K
|
+$794K
|
+1,197
|
New
|
|
|
1004
|
|
$858K
|
+$84.9K
|
+128
|
+12%
|
|
|
1005
|
INVST
Indianapolis,
Indiana
|
$857K
|
+$237K
|
+357
|
+43%
|
|
|
1006
|
HM Payson & Co
Portland,
Maine
|
$856K
|
+$54.4K
|
+82
|
+7%
|
|
|
1007
|
Hancock Whitney
Gulfport,
Mississippi
|
$855K
|
-$58.4K
|
-88
|
-7%
|
|
|
1008
|
Qtron Investments
Boston,
Massachusetts
|
$853K
|
–
|
–
|
–
|
|
|
1009
|
Stelac Advisory Services
New York
|
$853K
|
+$6.63K
|
+10
|
+0.9%
|
|
|
1010
|
Csenge Advisory Group
Clearwater,
Florida
|
$851K
|
-$317K
|
-478
|
-29%
|
|
|
1011
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$851K
|
-$9.95K
|
-15
|
-1%
|
|
|
1012
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$850K
|
+$25.2K
|
+38
|
+3%
|
|
|
1013
|
Montecito Bank & Trust
Santa Barbara,
California
|
$848K
|
-$16.6K
|
-25
|
-2%
|
|
|
1014
|
Liontrust Investment Partners
London,
United Kingdom
|
$844K
|
+$776K
|
+1,170
|
New
|
|
|
1015
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$844K
|
+$60.3K
|
+91
|
+8%
|
|
|
1016
|
R.M. Davis Inc
Portland,
Maine
|
$842K
|
+$93.5K
|
+141
|
+14%
|
|
|
1017
|
SRB Corp
Boston,
Massachusetts
|
$838K
|
+$115K
|
+173
|
+18%
|
|
|
1018
|
44 Wealth Management
Eugene,
Oregon
|
$832K
|
+$765K
|
+1,153
|
New
|
|
|
1019
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$830K
|
-$13.3K
|
-20
|
-2%
|
|
|
1020
|
Shelton Capital Management
Denver,
Colorado
|
$828K
|
-$67K
|
-101
|
-8%
|
|
|
1021
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$818K
|
+$11.3K
|
+17
|
+2%
|
|
|
1022
|
Swarthmore Group
Philadelphia,
Pennsylvania
|
$812K
|
-$8.56M
|
-12,905
|
-92%
|
|
|
1023
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$810K
|
-$357K
|
-539
|
-32%
|
|
|
1024
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$810K
|
–
|
–
|
–
|
|
|
1025
|
Freestone Capital Holdings
Seattle,
Washington
|
$807K
|
+$104K
|
+157
|
+16%
|
|
