|
1001
|
Cutler Group
San Francisco,
California
|
$53K
|
+$59.3K
|
+1,511
|
New
|
|
|
1002
|
Heritage Financial Services
Westwood,
Massachusetts
|
$52K
|
+$57.9K
|
+1,475
|
New
|
|
|
1003
|
Rockbridge Investment Management
Syracuse,
New York
|
$51.1K
|
-$360K
|
-9,169
|
-86%
|
|
|
1004
|
Bellevue Asset Management
Bellevue,
Washington
|
$51K
|
–
|
–
|
–
|
|
|
1005
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$49K
|
-$15.1K
|
-384
|
-22%
|
|
|
1006
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$49K
|
–
|
–
|
–
|
|
|
1007
|
Riverview Trust Company
Vancouver,
Washington
|
$49K
|
+$36.4K
|
+928
|
+212%
|
|
|
1008
|
Pacer Advisors
Malvern,
Pennsylvania
|
$48K
|
-$1.93M
|
-49,187
|
-97%
|
|
|
1009
|
American Research & Management Company
Marion,
Massachusetts
|
$47K
|
–
|
–
|
–
|
|
|
1010
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$46K
|
-$8.71K
|
-222
|
-15%
|
|
|
1011
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$44K
|
-$33.2K
|
-845
|
-41%
|
|
|
1012
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$44K
|
-$3.14K
|
-80
|
-6%
|
|
|
1013
|
Key Financial Inc
West Chester,
Pennsylvania
|
$44K
|
–
|
–
|
–
|
|
|
1014
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$44K
|
+$39
|
+1
|
+0.1%
|
|
|
1015
|
Baystate Wealth Management
Boston,
Massachusetts
|
$44K
|
+$6.16K
|
+157
|
+14%
|
|
|
1016
|
TCI Wealth Advisors
Tucson,
Arizona
|
$43K
|
-$13K
|
-332
|
-22%
|
|
|
1017
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$41.3K
|
+$20.2M
|
+514,247
|
+84%
|
|
|
1018
|
Aspire Private Capital
Cornelius,
North Carolina
|
$41K
|
–
|
–
|
–
|
|
|
1019
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$41K
|
+$6.83K
|
+174
|
+18%
|
|
|
1020
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$40K
|
+$17.7K
|
+450
|
+66%
|
|
|
1021
|
Concord Wealth Partners
Abingdon,
Virginia
|
$39K
|
-$25.4K
|
-648
|
-37%
|
|
|
1022
|
Highlander Capital Management
Short Hills,
New Jersey
|
$39K
|
–
|
–
|
–
|
|
|
1023
|
Castle Wealth Management
West Palm Beach,
Florida
|
$39K
|
+$42.8K
|
+1,091
|
New
|
|
|
1024
|
CVA Family Office
Denver,
Colorado
|
$38K
|
-$15.9K
|
-405
|
-27%
|
|
|
1025
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$38K
|
-$7.85K
|
-200
|
-16%
|
|
