|
1001
|
Athena Investment Management
Orinda,
California
|
$1.71M
|
-$458K
|
-4,455
|
-21%
|
|
|
1002
|
Financial Discovery Group
Atlanta,
Georgia
|
$1.7M
|
-$20.7K
|
-201
|
-1%
|
|
|
1003
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.7M
|
–
|
–
|
–
|
|
|
1004
|
ProVise Management Group
Clearwater,
Florida
|
$1.7M
|
+$10.3K
|
+100
|
+0.6%
|
|
|
1005
|
Mairs & Power Inc
St Paul,
Minnesota
|
$1.69M
|
+$63.3K
|
+615
|
+4%
|
|
|
1006
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$1.69M
|
-$60.2K
|
-585
|
-3%
|
|
|
1007
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.67M
|
+$1.41M
|
+13,723
|
+585%
|
|
|
1008
|
Members Trust
Tampa,
Florida
|
$1.67M
|
+$232K
|
+2,260
|
+16%
|
|
|
1009
|
Zhang Financial
Portage,
Michigan
|
$1.67M
|
-$51.4K
|
-500
|
-3%
|
|
|
1010
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$1.67M
|
-$540K
|
-5,253
|
-25%
|
|
|
1011
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.67M
|
-$3.86M
|
-37,527
|
-70%
|
|
|
1012
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$1.66M
|
+$31.4K
|
+305
|
+2%
|
|
|
1013
|
Navis Wealth Advisors
Rye Brook,
New York
|
$1.66M
|
+$16.9K
|
+164
|
+1%
|
|
|
1014
|
Clune & Associates
Chicago,
Illinois
|
$1.66M
|
-$223K
|
-2,169
|
-12%
|
|
|
1015
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$1.66M
|
-$107K
|
-1,040
|
-6%
|
|
|
1016
|
Narus Financial Partners
Salt Lake City,
Utah
|
$1.65M
|
-$65.4K
|
-636
|
-4%
|
|
|
1017
|
North Star Investment Management
Chicago,
Illinois
|
$1.65M
|
-$50.4K
|
-490
|
-3%
|
|
|
1018
|
Trust Point Inc
La Crosse,
Wisconsin
|
$1.65M
|
-$33.2K
|
-323
|
-2%
|
|
|
1019
|
SageView Advisory Group
Newport Beach,
California
|
$1.65M
|
-$2.26K
|
-22
|
-0.1%
|
|
|
1020
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$1.64M
|
+$10.9K
|
+106
|
+0.7%
|
|
|
1021
|
WLTH Capital Management
Chandler,
Arizona
|
$1.64M
|
-$78.1K
|
-759
|
-5%
|
|
|
1022
|
Cambient Family Office
Ada,
Michigan
|
$1.64M
|
–
|
–
|
–
|
|
|
1023
|
Legacy Bridge
West Des Moines,
Iowa
|
$1.64M
|
+$2.06K
|
+20
|
+0.1%
|
|
|
1024
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$1.63M
|
–
|
–
|
–
|
|
|
1025
|
Patten Group
Chattanooga,
Tennessee
|
$1.62M
|
-$9.05K
|
-88
|
-0.6%
|
|
