|
1001
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$357K
|
–
|
–
|
–
|
|
|
1002
|
Westfield Capital Management
Boston,
Massachusetts
|
$357K
|
+$335K
|
+4,255
|
New
|
|
|
1003
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$355K
|
-$190K
|
-2,405
|
-36%
|
|
|
1004
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$355K
|
+$334K
|
+4,237
|
New
|
|
|
1005
|
Wealthspire Advisors (New York)
New York
|
$355K
|
+$32.3K
|
+410
|
+11%
|
|
|
1006
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$355K
|
+$6.31K
|
+80
|
+2%
|
|
|
1007
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$352K
|
+$12.9K
|
+164
|
+4%
|
|
|
1008
|
ClearBridge Investments
New York
|
$352K
|
-$121K
|
-1,529
|
-27%
|
|
|
1009
|
Gryphon Financial Partners
Columbus,
Ohio
|
$351K
|
+$36.3K
|
+461
|
+12%
|
|
|
1010
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$347K
|
-$20.2K
|
-256
|
-6%
|
|
|
1011
|
Baxter Bros Inc
Riverside,
Connecticut
|
$341K
|
–
|
–
|
–
|
|
|
1012
|
J.W. Cole Advisors
Tampa,
Florida
|
$336K
|
+$1.97K
|
+25
|
+0.6%
|
|
|
1013
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$336K
|
+$13K
|
+165
|
+4%
|
|
|
1014
|
Centerpoint Advisors
Needham,
Massachusetts
|
$335K
|
–
|
–
|
–
|
|
|
1015
|
SP Asset Management
Cupertino,
California
|
$335K
|
-$5.68K
|
-72
|
-2%
|
|
|
1016
|
Iconiq Capital
San Francisco,
California
|
$334K
|
+$315K
|
+3,990
|
New
|
|
|
1017
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$334K
|
+$16.2K
|
+206
|
+5%
|
|
|
1018
|
Legacy Financial Advisors
Covington,
Kentucky
|
$333K
|
-$10.2K
|
-130
|
-3%
|
|
|
1019
|
Jackson Wealth Management
Lake Mary,
Florida
|
$333K
|
+$314K
|
+3,979
|
New
|
|
|
1020
|
Lewis Asset Management
Lafayette,
California
|
$332K
|
–
|
–
|
–
|
|
|
1021
|
Alta Advisers
London,
United Kingdom
|
$327K
|
–
|
–
|
–
|
|
|
1022
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$326K
|
+$307K
|
+3,893
|
New
|
|
|
1023
|
OneFund LLC
Saint Petersburg,
Florida
|
$324K
|
+$3.07K
|
+39
|
+1%
|
|
|
1024
|
MONECO Advisors
Fairfield,
Connecticut
|
$324K
|
+$21.4K
|
+272
|
+8%
|
|
|
1025
|
Keel Point
Huntsville,
Alabama
|
$320K
|
-$7.8K
|
-99
|
-3%
|
|
