|
1001
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.01M
|
+$136K
|
+490
|
+17%
|
|
|
1002
|
Cushing Capital Partners
Delafield,
Wisconsin
|
$1.01M
|
+$78.9K
|
+284
|
+9%
|
|
|
1003
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$1M
|
+$924K
|
+3,325
|
New
|
|
|
1004
|
Mattson Financial Services
Kentwood,
Michigan
|
$1M
|
-$25.3K
|
-91
|
-3%
|
|
|
1005
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$1M
|
+$2.78K
|
+10
|
+0.3%
|
|
|
1006
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$1M
|
+$57.5K
|
+207
|
+7%
|
|
|
1007
|
Abbot Financial Management
Andover,
Massachusetts
|
$995K
|
+$278
|
+1
|
+0%
|
|
|
1008
|
Meridian Wealth Management
Lexington,
Kentucky
|
$994K
|
-$60K
|
-216
|
-6%
|
|
|
1009
|
Fidelis Capital Partners
Tampa,
Florida
|
$984K
|
-$40.8K
|
-147
|
-4%
|
|
|
1010
|
Beech Hill Advisors
New York
|
$978K
|
-$33.3K
|
-120
|
-4%
|
|
|
1011
|
Henry James International Management
New York
|
$977K
|
–
|
–
|
–
|
|
|
1012
|
Mill Capital Management
Concord,
North Carolina
|
$969K
|
–
|
–
|
–
|
|
|
1013
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$963K
|
-$6.39K
|
-23
|
-0.7%
|
|
|
1014
|
Saturna Capital
Bellingham,
Washington
|
$957K
|
–
|
–
|
–
|
|
|
1015
|
Blue Trust Inc
Alpharetta,
Georgia
|
$949K
|
+$97.8K
|
+352
|
+13%
|
|
|
1016
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$948K
|
+$100K
|
+360
|
+13%
|
|
|
1017
|
Conning Inc
Hartford,
Connecticut
|
$944K
|
-$277K
|
-997
|
-24%
|
|
|
1018
|
1ST Source Bank
South Bend,
Indiana
|
$941K
|
+$24.7K
|
+89
|
+3%
|
|
|
1019
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$941K
|
-$38.1K
|
-137
|
-4%
|
|
|
1020
|
|
$931K
|
+$14.7K
|
+53
|
+2%
|
|
|
1021
|
Northeast Investment Management
Boston,
Massachusetts
|
$930K
|
-$203K
|
-729
|
-19%
|
|
|
1022
|
Optimum Investment Advisors
Chicago,
Illinois
|
$927K
|
-$1.95K
|
-7
|
-0.2%
|
|
|
1023
|
Net Worth Advisory Group
Sandy,
Utah
|
$927K
|
+$182K
|
+656
|
+27%
|
|
|
1024
|
NorthRock Partners
Minneapolis,
Minnesota
|
$926K
|
+$3.61K
|
+13
|
+0.4%
|
|
|
1025
|
International Assets Investment Management
Orlando,
Florida
|
$925K
|
-$37K
|
-133
|
-4%
|
|
