|
1001
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$289K
|
+$302K
|
+4,573
|
New
|
|
|
1002
|
Zhang Financial
Portage,
Michigan
|
$287K
|
–
|
–
|
–
|
|
|
1003
|
Kercheville Advisors
San Antonio,
Texas
|
$287K
|
+$300K
|
+4,538
|
New
|
|
|
1004
|
Formidable Asset Management
Cincinnati,
Ohio
|
$285K
|
-$41.7K
|
-632
|
-12%
|
|
|
1005
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$285K
|
-$14.1K
|
-213
|
-5%
|
|
|
1006
|
Americana Partners
Houston,
Texas
|
$285K
|
–
|
–
|
–
|
|
|
1007
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$285K
|
+$66
|
+1
|
+0%
|
|
|
1008
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$284K
|
+$28.7K
|
+434
|
+11%
|
|
|
1009
|
Aristotle Capital Management
Los Angeles,
California
|
$283K
|
–
|
–
|
–
|
|
|
1010
|
Great Diamond Partners
Portland,
Maine
|
$282K
|
–
|
–
|
–
|
|
|
1011
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$280K
|
–
|
–
|
–
|
|
|
1012
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$280K
|
+$68.5K
|
+1,038
|
+31%
|
|
|
1013
|
Arrow Investment Advisors
Laurel,
Maryland
|
$280K
|
+$293K
|
+4,430
|
New
|
|
|
1014
|
International Assets Investment Management
Orlando,
Florida
|
$278K
|
-$631K
|
-9,559
|
-69%
|
|
|
1015
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$277K
|
+$66
|
+1
|
+0%
|
|
|
1016
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$276K
|
+$16.7K
|
+253
|
+6%
|
|
|
1017
|
Farmers Trust Company
Youngstown,
Ohio
|
$275K
|
-$20K
|
-303
|
-7%
|
|
|
1018
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$275K
|
+$7.53K
|
+114
|
+3%
|
|
|
1019
|
Essex Investment Management
Boston,
Massachusetts
|
$273K
|
–
|
–
|
–
|
|
|
1020
|
Mattern Wealth Management
Lawrence,
Kansas
|
$273K
|
–
|
–
|
–
|
|
|
1021
|
Smith Anglin Financial
Dallas,
Texas
|
$273K
|
+$7.2K
|
+109
|
+3%
|
|
|
1022
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$272K
|
-$396
|
-6
|
-0.1%
|
|
|
1023
|
Meritage Group
San Francisco,
California
|
$271K
|
-$64.5K
|
-977
|
-19%
|
|
|
1024
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$271K
|
-$7.99K
|
-121
|
-3%
|
|
|
1025
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$270K
|
-$15.3K
|
-232
|
-5%
|
|
