|
1001
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$6.11M
|
+$192K
|
+1,079
|
+3%
|
|
|
1002
|
Equitable Holdings
New York
|
$6.1M
|
+$29.2K
|
+164
|
+0.5%
|
|
|
1003
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$6.1M
|
-$5.7K
|
-32
|
-0.1%
|
|
|
1004
|
Arrow Capital Management
New York
|
$6.07M
|
-$1.78M
|
-10,000
|
-22%
|
|
|
1005
|
Mission Wealth Management
Santa Barbara,
California
|
$6.07M
|
-$334K
|
-1,876
|
-5%
|
|
|
1006
|
Family Management
New York
|
$6.07M
|
+$24.1K
|
+135
|
+0.4%
|
|
|
1007
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$6.06M
|
+$350K
|
+1,963
|
+6%
|
|
|
1008
|
Legacy Private Trust
Neenah,
Wisconsin
|
$6.04M
|
+$323K
|
+1,810
|
+5%
|
|
|
1009
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$6.03M
|
-$180K
|
-1,010
|
-3%
|
|
|
1010
|
Asset Planning Services Inc
Covington,
Louisiana
|
$6.02M
|
–
|
–
|
–
|
|
|
1011
|
VanEck Associates
New York
|
$5.99M
|
+$815K
|
+4,574
|
+15%
|
|
|
1012
|
Brave Asset Management
Summit,
New Jersey
|
$5.98M
|
+$13.7K
|
+77
|
+0.2%
|
|
|
1013
|
Consolidated Capital Management
Burbank,
California
|
$5.98M
|
+$59.4K
|
+333
|
+1%
|
|
|
1014
|
Pavion Blue Capital
Newport Beach,
California
|
$5.98M
|
-$69K
|
-387
|
-1%
|
|
|
1015
|
NWAM LLC
Mercer Island,
Washington
|
$5.97M
|
+$751K
|
+4,211
|
+14%
|
|
|
1016
|
Meyer Handelman Company
Rye Brook,
New York
|
$5.97M
|
–
|
–
|
–
|
|
|
1017
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$5.94M
|
-$189K
|
-1,062
|
-3%
|
|
|
1018
|
Middleton & Co
Boston,
Massachusetts
|
$5.93M
|
+$32.1K
|
+180
|
+0.5%
|
|
|
1019
|
Jupiter Wealth Management
Glendale,
Colorado
|
$5.92M
|
-$776K
|
-4,352
|
-11%
|
|
|
1020
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$5.91M
|
+$11.4K
|
+64
|
+0.2%
|
|
|
1021
|
Spinnaker Trust
Portland,
Maine
|
$5.89M
|
+$167K
|
+937
|
+3%
|
|
|
1022
|
American National Bank & Trust
Wichita Falls,
Texas
|
$5.87M
|
+$12.3K
|
+69
|
+0.2%
|
|
|
1023
|
Altavista Wealth Management
Asheville,
North Carolina
|
$5.87M
|
-$228K
|
-1,278
|
-4%
|
|
|
1024
|
WBH Advisory
Baltimore,
Maryland
|
$5.86M
|
-$9.45K
|
-53
|
-0.2%
|
|
|
1025
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$5.85M
|
+$734K
|
+4,120
|
+14%
|
|
