|
1001
|
SageView Advisory Group
Newport Beach,
California
|
$787K
|
+$752K
|
+8,399
|
New
|
|
|
1002
|
Country Club Bank
Kansas City,
Missouri
|
$787K
|
-$21.5K
|
-240
|
-3%
|
|
|
1003
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$785K
|
–
|
–
|
–
|
|
|
1004
|
AE Wealth Management
Topeka,
Kansas
|
$784K
|
-$297K
|
-3,312
|
-28%
|
|
|
1005
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$784K
|
–
|
–
|
–
|
|
|
1006
|
Bull Street Advisors
Savannah,
Georgia
|
$783K
|
-$22.4K
|
-250
|
-3%
|
|
|
1007
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$782K
|
+$70.2K
|
+784
|
+10%
|
|
|
1008
|
New England Research & Management
Chicago,
Illinois
|
$777K
|
–
|
–
|
–
|
|
|
1009
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$776K
|
-$47.5K
|
-530
|
-6%
|
|
|
1010
|
NWF Advisory Services
Los Angeles,
California
|
$769K
|
-$167K
|
-1,865
|
-19%
|
|
|
1011
|
Modern Wealth Management
Lenexa,
Kansas
|
$769K
|
+$535K
|
+5,973
|
+267%
|
|
|
1012
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$768K
|
–
|
–
|
–
|
|
|
1013
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$768K
|
-$15.3K
|
-171
|
-2%
|
|
|
1014
|
Transatlantique Private Wealth
New York
|
$766K
|
+$159K
|
+1,777
|
+28%
|
|
|
1015
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$765K
|
+$4.03K
|
+45
|
+0.6%
|
|
|
1016
|
Courier Capital
Buffalo,
New York
|
$765K
|
-$29.4K
|
-328
|
-4%
|
|
|
1017
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$764K
|
–
|
–
|
–
|
|
|
1018
|
Graypoint LLC
Albany,
New York
|
$762K
|
+$102K
|
+1,136
|
+16%
|
|
|
1019
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$761K
|
-$74.6K
|
-833
|
-9%
|
|
|
1020
|
LCM Capital Management
Chicago,
Illinois
|
$761K
|
+$17.5K
|
+195
|
+2%
|
|
|
1021
|
|
$760K
|
–
|
–
|
–
|
|
|
1022
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$760K
|
+$133K
|
+1,490
|
+23%
|
|
|
1023
|
Checchi Capital Advisers
Beverly Hills,
California
|
$760K
|
+$19.3K
|
+216
|
+3%
|
|
|
1024
|
Cigna Investments
Bloomfield,
Connecticut
|
$759K
|
-$10.9K
|
-122
|
-1%
|
|
|
1025
|
InceptionR
Lafayette,
California
|
$754K
|
-$503K
|
-5,615
|
-41%
|
|
