|
1001
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.46M
|
-$355K
|
-9,846
|
-20%
|
|
|
1002
|
BTC Capital Management
Des Moines,
Iowa
|
$1.46M
|
+$145K
|
+4,026
|
+11%
|
|
|
1003
|
Financial Engines Advisors
Santa Clara,
California
|
$1.46M
|
+$99.5K
|
+2,758
|
+7%
|
|
|
1004
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.46M
|
+$142K
|
+3,941
|
+11%
|
|
|
1005
|
Financial Counselors Inc
Overland Park,
Kansas
|
$1.46M
|
-$157K
|
-4,361
|
-10%
|
|
|
1006
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$1.45M
|
-$76.4K
|
-2,118
|
-5%
|
|
|
1007
|
Wedbush Securities
Los Angeles,
California
|
$1.45M
|
+$649
|
+18
|
+0%
|
|
|
1008
|
XML Financial
Bethesda,
Maryland
|
$1.44M
|
+$87.1K
|
+2,413
|
+7%
|
|
|
1009
|
Permanens Capital
New York
|
$1.44M
|
+$689K
|
+19,105
|
+95%
|
|
|
1010
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$1.44M
|
–
|
–
|
–
|
|
|
1011
|
Tevis Investment Management
Plano,
Texas
|
$1.43M
|
–
|
–
|
–
|
|
|
1012
|
AXS Investments
Port Chester,
New York
|
$1.43M
|
+$168K
|
+4,653
|
+14%
|
|
|
1013
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$1.42M
|
+$248K
|
+6,861
|
+22%
|
|
|
1014
|
Stonegate Investment Group
Birmingham,
Alabama
|
$1.42M
|
+$148K
|
+4,102
|
+12%
|
|
|
1015
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.41M
|
-$64.4K
|
-1,785
|
-4%
|
|
|
1016
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.41M
|
+$38.4K
|
+1,064
|
+3%
|
|
|
1017
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.41M
|
-$100K
|
-2,771
|
-7%
|
|
|
1018
|
Bollard Group
Boston,
Massachusetts
|
$1.41M
|
+$11.1K
|
+307
|
+0.8%
|
|
|
1019
|
SageView Advisory Group
Newport Beach,
California
|
$1.41M
|
+$7.25K
|
+201
|
+0.5%
|
|
|
1020
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.41M
|
+$87.7K
|
+2,431
|
+7%
|
|
|
1021
|
Papamarkou Wellner Asset Management
New York
|
$1.4M
|
+$1.37M
|
+38,040
|
New
|
|
|
1022
|
Atomi Financial Group
New York
|
$1.4M
|
+$229K
|
+6,351
|
+20%
|
|
|
1023
|
United Bank (Georgia)
Zebulon,
Georgia
|
$1.4M
|
-$176K
|
-4,884
|
-11%
|
|
|
1024
|
Cigna Investments
Bloomfield,
Connecticut
|
$1.4M
|
-$43K
|
-1,191
|
-3%
|
|
|
1025
|
Optimize Financial
Laguna Hills,
California
|
$1.4M
|
+$480K
|
+13,303
|
+54%
|
|
