|
1001
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$231K
|
+$204K
|
+2,593
|
New
|
|
|
1002
|
Douglas Lane & Associates
New York
|
$230K
|
+$202K
|
+2,572
|
New
|
|
|
1003
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$230K
|
+$202K
|
+2,578
|
New
|
|
|
1004
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$229K
|
-$33.3K
|
-424
|
-14%
|
|
|
1005
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$228K
|
+$200K
|
+2,553
|
New
|
|
|
1006
|
Well Done LLC
Holland,
Michigan
|
$228K
|
+$201K
|
+2,554
|
New
|
|
|
1007
|
Equitable Holdings
New York
|
$227K
|
-$78.5K
|
-999
|
-28%
|
|
|
1008
|
Barrett Asset Management
New York
|
$227K
|
-$13.3K
|
-170
|
-6%
|
|
|
1009
|
WBH Advisory
Baltimore,
Maryland
|
$227K
|
+$169K
|
+2,149
|
New
|
|
|
1010
|
Boyar Asset Management
New York
|
$227K
|
+$200K
|
+2,541
|
New
|
|
|
1011
|
Beacon Pointe Advisors
Newport Beach,
California
|
$225K
|
+$199K
|
+2,535
|
New
|
|
|
1012
|
Evermay Wealth Management
Arlington,
Virginia
|
$224K
|
+$197K
|
+2,509
|
New
|
|
|
1013
|
|
$223K
|
+$196K
|
+2,493
|
New
|
|
|
1014
|
Xcel Wealth Management
Holly Hill,
Florida
|
$222K
|
+$196K
|
+2,494
|
New
|
|
|
1015
|
Madden Securities
Dallas,
Texas
|
$221K
|
+$195K
|
+2,478
|
New
|
|
|
1016
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$221K
|
+$195K
|
+2,478
|
New
|
|
|
1017
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$221K
|
+$195K
|
+2,480
|
New
|
|
|
1018
|
KCM Investment Advisors
Greenbrae,
California
|
$220K
|
+$193K
|
+2,460
|
New
|
|
|
1019
|
Aristotle Capital Management
Los Angeles,
California
|
$220K
|
+$193K
|
+2,464
|
New
|
|
|
1020
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$220K
|
+$194K
|
+2,468
|
New
|
|
|
1021
|
Boltwood Capital Management
Walnut Creek,
California
|
$219K
|
+$192K
|
+2,449
|
New
|
|
|
1022
|
|
$217K
|
-$8.72K
|
-111
|
-4%
|
|
|
1023
|
9258 Wealth Management
Blue Ash,
Ohio
|
$217K
|
+$191K
|
+2,428
|
New
|
|
|
1024
|
Claro Advisors
Boston,
Massachusetts
|
$217K
|
+$191K
|
+2,431
|
New
|
|
|
1025
|
WorldQuant Millennium Advisors
New York
|
$216K
|
+$190K
|
+2,419
|
New
|
|
