|
1001
|
Excalibur Management
Waltham,
Massachusetts
|
$1.06M
|
-$15.9K
|
-209
|
-1%
|
|
|
1002
|
Schnieders Capital Management
Pasadena,
California
|
$1.06M
|
+$286K
|
+3,753
|
+33%
|
|
|
1003
|
Qtron Investments
Boston,
Massachusetts
|
$1.06M
|
-$431K
|
-5,652
|
-27%
|
|
|
1004
|
Prasad Wealth Partners
Independence,
Ohio
|
$1.06M
|
-$49.6K
|
-650
|
-4%
|
|
|
1005
|
|
$1.06M
|
+$186K
|
+2,441
|
+20%
|
|
|
1006
|
MWA Asset Management
Lexington,
Massachusetts
|
$1.05M
|
+$51.2K
|
+672
|
+5%
|
|
|
1007
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$1.05M
|
+$1.13M
|
+14,822
|
New
|
|
|
1008
|
Conning Inc
Hartford,
Connecticut
|
$1.05M
|
-$6.71K
|
-88
|
-0.6%
|
|
|
1009
|
Wellington Management Group
Boston,
Massachusetts
|
$1.04M
|
-$2.27M
|
-29,764
|
-67%
|
|
|
1010
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.04M
|
-$9.99K
|
-131
|
-0.9%
|
|
|
1011
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.04M
|
+$267K
|
+3,507
|
+32%
|
|
|
1012
|
Wealthspire Advisors (New York)
New York
|
$1.03M
|
+$454K
|
+5,960
|
+70%
|
|
|
1013
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$1.03M
|
+$18.5K
|
+243
|
+2%
|
|
|
1014
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.03M
|
-$85K
|
-1,115
|
-7%
|
|
|
1015
|
Michels Family Financial
Fort Worth,
Texas
|
$1.03M
|
+$12.7K
|
+166
|
+1%
|
|
|
1016
|
Leavell Investment Management
Mobile,
Alabama
|
$1.02M
|
+$821K
|
+10,772
|
+297%
|
|
|
1017
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$1.02M
|
-$52.2K
|
-685
|
-5%
|
|
|
1018
|
Shelton Wealth Management
Fort Worth,
Texas
|
$1.01M
|
-$135K
|
-1,770
|
-11%
|
|
|
1019
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.01M
|
+$279K
|
+3,665
|
+35%
|
|
|
1020
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.01M
|
+$50.6K
|
+664
|
+5%
|
|
|
1021
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$1M
|
–
|
–
|
–
|
|
|
1022
|
Power Wealth Management
Alpharetta,
Georgia
|
$1M
|
-$7.78K
|
-102
|
-0.7%
|
|
|
1023
|
Dynamic Technology Lab
Singapore
|
$1M
|
+$1.08M
|
+14,118
|
New
|
|
|
1024
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1,000K
|
+$174K
|
+2,283
|
+19%
|
|
|
1025
|
Angel Oak Capital Advisors
Atlanta,
Georgia
|
$994K
|
+$1.07M
|
+14,000
|
New
|
|
