|
1001
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$242K
|
-$18.8K
|
-314
|
-8%
|
|
|
1002
|
Welch Capital Partners
Harrison,
New York
|
$242K
|
+$229K
|
+3,820
|
New
|
|
|
1003
|
Davidson & Garrard
Lynchburg,
Virginia
|
$241K
|
–
|
–
|
–
|
|
|
1004
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$239K
|
–
|
–
|
–
|
|
|
1005
|
Somerset Group
Wayzata,
Minnesota
|
$235K
|
-$47K
|
-785
|
-17%
|
|
|
1006
|
The Family Firm
Bethesda,
Maryland
|
$235K
|
-$13.9K
|
-232
|
-6%
|
|
|
1007
|
Windward Capital Management
Los Angeles,
California
|
$235K
|
+$222K
|
+3,709
|
New
|
|
|
1008
|
Tradition Capital Management
Summit,
New Jersey
|
$234K
|
–
|
–
|
–
|
|
|
1009
|
Elm Advisors
Burlingame,
California
|
$232K
|
–
|
–
|
–
|
|
|
1010
|
Capital Guardian Trust
Los Angeles,
California
|
$231K
|
–
|
–
|
–
|
|
|
1011
|
Forte Capital
Rochester,
New York
|
$231K
|
+$2.99K
|
+50
|
+1%
|
|
|
1012
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$231K
|
+$218K
|
+3,647
|
New
|
|
|
1013
|
Tarbox Family Office
Newport Beach,
California
|
$230K
|
-$2.51K
|
-42
|
-1%
|
|
|
1014
|
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
$230K
|
–
|
–
|
–
|
|
|
1015
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$228K
|
+$215K
|
+3,600
|
New
|
|
|
1016
|
SFMG Wealth Advisors
Plano,
Texas
|
$227K
|
–
|
–
|
–
|
|
|
1017
|
L.J. Altfest & Co
New York
|
$227K
|
+$60
|
+1
|
+0%
|
|
|
1018
|
Wharton Business Group
Malvern,
Pennsylvania
|
$226K
|
-$23K
|
-385
|
-10%
|
|
|
1019
|
CPWM LLC
Seattle,
Washington
|
$226K
|
-$14.8K
|
-248
|
-6%
|
|
|
1020
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$226K
|
–
|
–
|
–
|
|
|
1021
|
Atria Investments
Charlotte,
North Carolina
|
$226K
|
+$214K
|
+3,568
|
New
|
|
|
1022
|
EP Wealth Advisors
Torrance,
California
|
$226K
|
+$214K
|
+3,570
|
New
|
|
|
1023
|
Regal Investment Advisors
Kentwood,
Michigan
|
$226K
|
+$214K
|
+3,572
|
New
|
|
|
1024
|
Frontier Wealth Management
Kansas City,
Missouri
|
$223K
|
-$1.5K
|
-25
|
-0.7%
|
|
|
1025
|
Boston Research & Management
Manchester,
Massachusetts
|
$223K
|
–
|
–
|
–
|
|