|
1001
|
Clearstead Trust
Portland,
Maine
|
$556K
|
–
|
–
|
–
|
|
|
1002
|
Hudock Inc
Williamsport,
Pennsylvania
|
$555K
|
-$21.3K
|
-206
|
-3%
|
|
|
1003
|
Boston Financial Management
Boston,
Massachusetts
|
$552K
|
+$90.6K
|
+875
|
+18%
|
|
|
1004
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$551K
|
+$52.5K
|
+507
|
+10%
|
|
|
1005
|
Edgewood Management
Greenwich,
Connecticut
|
$550K
|
–
|
–
|
–
|
|
|
1006
|
Personal CFO Solutions
Chester,
New Jersey
|
$550K
|
+$3.73K
|
+36
|
+0.6%
|
|
|
1007
|
XML Financial
Bethesda,
Maryland
|
$549K
|
+$337K
|
+3,255
|
+137%
|
|
|
1008
|
Verity Asset Management
Durham,
North Carolina
|
$547K
|
-$150K
|
-1,448
|
-21%
|
|
|
1009
|
Lake Street Private Wealth
Chicago,
Illinois
|
$547K
|
-$23.8K
|
-230
|
-4%
|
|
|
1010
|
Selective Wealth Management
Forest,
Virginia
|
$546K
|
-$386K
|
-3,732
|
-40%
|
|
|
1011
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$545K
|
+$570K
|
+5,505
|
New
|
|
|
1012
|
TrinityPoint Wealth
Milford,
Connecticut
|
$544K
|
+$180K
|
+1,737
|
+45%
|
|
|
1013
|
Wintrust Investments
Chicago,
Illinois
|
$543K
|
-$7.14K
|
-69
|
-1%
|
|
|
1014
|
Kings Point Capital Management
Great Neck,
New York
|
$543K
|
–
|
–
|
–
|
|
|
1015
|
WrapManager Inc
Mill Valley,
California
|
$541K
|
-$4.14K
|
-40
|
-0.7%
|
|
|
1016
|
Kanawha Capital Management
Richmond,
Virginia
|
$541K
|
+$2.69K
|
+26
|
+0.5%
|
|
|
1017
|
Bard Financial Services
Branford,
Connecticut
|
$540K
|
–
|
–
|
–
|
|
|
1018
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$540K
|
+$574K
|
+5,542
|
New
|
|
|
1019
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$537K
|
+$93.9K
|
+907
|
+20%
|
|
|
1020
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$533K
|
+$25.4K
|
+245
|
+5%
|
|
|
1021
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$532K
|
+$80.2K
|
+775
|
+17%
|
|
|
1022
|
Waverly Advisors
Birmingham,
Alabama
|
$531K
|
+$47K
|
+454
|
+9%
|
|
|
1023
|
Bigelow Investment Advisors
Portland,
Maine
|
$529K
|
-$301K
|
-2,908
|
-35%
|
|
|
1024
|
First Quadrant
Glendale,
California
|
$529K
|
–
|
–
|
–
|
|
|
1025
|
Ballentine Partners
Waltham,
Massachusetts
|
$526K
|
+$20.3K
|
+196
|
+4%
|
|
