|
1001
|
Forte Capital
Rochester,
New York
|
$513K
|
-$7.33K
|
-83
|
-1%
|
|
|
1002
|
Chevy Chase Trust
Bethesda,
Maryland
|
$512K
|
-$27.8K
|
-315
|
-5%
|
|
|
1003
|
NTV Asset Management
Charleston,
West Virginia
|
$509K
|
+$88.3K
|
+1,000
|
+21%
|
|
|
1004
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$505K
|
-$59.2K
|
-670
|
-10%
|
|
|
1005
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$505K
|
-$50K
|
-566
|
-9%
|
|
|
1006
|
WealthSource Partners
San Luis Obispo,
California
|
$502K
|
-$133K
|
-1,501
|
-21%
|
|
|
1007
|
Samalin Investment Counsel
Chappaqua,
New York
|
$501K
|
+$26.3K
|
+298
|
+6%
|
|
|
1008
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$499K
|
-$17.7K
|
-200
|
-3%
|
|
|
1009
|
Jump Financial
Chicago,
Illinois
|
$497K
|
+$499K
|
+5,654
|
New
|
|
|
1010
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$497K
|
+$35.7K
|
+404
|
+8%
|
|
|
1011
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$496K
|
-$8.5M
|
-96,181
|
-94%
|
|
|
1012
|
Boltwood Capital Management
Walnut Creek,
California
|
$490K
|
+$22.8K
|
+258
|
+5%
|
|
|
1013
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$490K
|
–
|
–
|
–
|
|
|
1014
|
ViaWealth
Leawood,
Kansas
|
$490K
|
+$98.6K
|
+1,116
|
+25%
|
|
|
1015
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$487K
|
-$204K
|
-2,306
|
-29%
|
|
|
1016
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$486K
|
+$17.7K
|
+200
|
+4%
|
|
|
1017
|
Powell Investment Advisors
Miami,
Florida
|
$485K
|
-$4.95K
|
-56
|
-1%
|
|
|
1018
|
Fort Point Capital Partners
San Francisco,
California
|
$484K
|
-$2.21K
|
-25
|
-0.5%
|
|
|
1019
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$483K
|
-$39.7K
|
-450
|
-8%
|
|
|
1020
|
Augustine Asset Management
Jacksonville,
Florida
|
$483K
|
-$1.68K
|
-19
|
-0.3%
|
|
|
1021
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$482K
|
+$53.4K
|
+605
|
+12%
|
|
|
1022
|
NorthRock Partners
Minneapolis,
Minnesota
|
$481K
|
-$13.3K
|
-151
|
-3%
|
|
|
1023
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$481K
|
+$6.8K
|
+77
|
+1%
|
|
|
1024
|
Curi RMB Capital
Chicago,
Illinois
|
$479K
|
+$40.1K
|
+454
|
+9%
|
|
|
1025
|
Guinness Asset Management
London,
United Kingdom
|
$478K
|
+$40.6K
|
+460
|
+9%
|
|
