|
1001
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$2.08M
|
+$146K
|
+2,373
|
+8%
|
|
|
1002
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$2.08M
|
+$150K
|
+2,440
|
+8%
|
|
|
1003
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$2.08M
|
–
|
–
|
–
|
|
|
1004
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.08M
|
-$283K
|
-4,603
|
-12%
|
|
|
1005
|
Hamilton Wealth
Encino,
California
|
$2.07M
|
-$29K
|
-471
|
-1%
|
|
|
1006
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.06M
|
–
|
–
|
–
|
|
|
1007
|
Origin Asset Management
London,
United Kingdom
|
$2.06M
|
–
|
–
|
–
|
|
|
1008
|
Welch Group
Birmingham,
Alabama
|
$2.06M
|
+$151K
|
+2,453
|
+8%
|
|
|
1009
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.06M
|
-$206K
|
-3,349
|
-9%
|
|
|
1010
|
Karpas Strategies
Litchfield,
Connecticut
|
$2.04M
|
+$44.3K
|
+720
|
+2%
|
|
|
1011
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$2.03M
|
–
|
–
|
–
|
|
|
1012
|
Platform Technology Partners
New York
|
$2.03M
|
+$7.81K
|
+127
|
+0.4%
|
|
|
1013
|
First Bankers Trust
Louisville,
Kentucky
|
$2.03M
|
-$36.2K
|
-588
|
-2%
|
|
|
1014
|
Capital Bank & Trust
Irvine,
California
|
$2.03M
|
+$26.6K
|
+433
|
+1%
|
|
|
1015
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.01M
|
-$3.45M
|
-56,075
|
-63%
|
|
|
1016
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$2.01M
|
-$41.8K
|
-680
|
-2%
|
|
|
1017
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.01M
|
+$347K
|
+5,638
|
+28%
|
|
|
1018
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2M
|
+$1.04M
|
+16,899
|
+110%
|
|
|
1019
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2M
|
-$25K
|
-407
|
-1%
|
|
|
1020
|
Ceeto Capital Group
Coral Gables,
Florida
|
$2M
|
–
|
–
|
–
|
|
|
1021
|
First City Capital Management
Savannah,
Georgia
|
$1.99M
|
-$1.77M
|
-28,789
|
-46%
|
|
|
1022
|
Homrich & Berg
Atlanta,
Georgia
|
$1.99M
|
-$128K
|
-2,081
|
-6%
|
|
|
1023
|
Auxier Asset Management
Aurora,
Oregon
|
$1.99M
|
+$896K
|
+14,570
|
+84%
|
|
|
1024
|
Caprock Group
Boise,
Idaho
|
$1.99M
|
+$139K
|
+2,268
|
+8%
|
|
|
1025
|
Bank of Hawaii
Honolulu,
Hawaii
|
$1.98M
|
+$212K
|
+3,450
|
+12%
|
|
