|
1001
|
Avity Investment Management
Greenwich,
Connecticut
|
$601K
|
+$1.56K
|
+25
|
+0.2%
|
|
|
1002
|
Omnia Family Wealth
Aventura,
Florida
|
$598K
|
-$49.6K
|
-794
|
-7%
|
|
|
1003
|
Altavista Wealth Management
Asheville,
North Carolina
|
$598K
|
+$206K
|
+3,300
|
+48%
|
|
|
1004
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$598K
|
+$636K
|
+10,177
|
New
|
|
|
1005
|
Parsons Capital Management
Providence,
Rhode Island
|
$596K
|
-$40.7K
|
-651
|
-6%
|
|
|
1006
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$596K
|
–
|
–
|
–
|
|
|
1007
|
SFMG Wealth Advisors
Plano,
Texas
|
$593K
|
-$13.9K
|
-223
|
-2%
|
|
|
1008
|
South Texas Money Management
San Antonio,
Texas
|
$592K
|
+$74.8K
|
+1,197
|
+13%
|
|
|
1009
|
Nottingham Advisors
Amherst,
New York
|
$590K
|
–
|
–
|
–
|
|
|
1010
|
Adell Harriman & Carpenter
Houston,
Texas
|
$590K
|
-$131K
|
-2,100
|
-17%
|
|
|
1011
|
Private Asset Management
San Diego,
California
|
$588K
|
-$16.4K
|
-263
|
-3%
|
|
|
1012
|
Koshinski Asset Management
Decatur,
Illinois
|
$588K
|
+$218K
|
+3,494
|
+68%
|
|
|
1013
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$586K
|
–
|
–
|
–
|
|
|
1014
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$580K
|
-$184K
|
-2,944
|
-23%
|
|
|
1015
|
Essex Savings Bank
Essex,
Connecticut
|
$578K
|
+$614K
|
+9,833
|
New
|
|
|
1016
|
Duncker Streett & Co
St. Louis,
Missouri
|
$572K
|
+$625
|
+10
|
+0.1%
|
|
|
1017
|
WealthShield Partners
Cary,
North Carolina
|
$570K
|
+$52K
|
+832
|
+9%
|
|
|
1018
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$568K
|
+$278K
|
+4,457
|
+85%
|
|
|
1019
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$567K
|
+$391K
|
+6,258
|
+184%
|
|
|
1020
|
Avantax Advisory Services
Dallas,
Texas
|
$565K
|
+$601K
|
+9,626
|
New
|
|
|
1021
|
TrinityPoint Wealth
Milford,
Connecticut
|
$553K
|
+$588K
|
+9,411
|
New
|
|
|
1022
|
Canal Capital Management
Richmond,
Virginia
|
$548K
|
-$137K
|
-2,196
|
-19%
|
|
|
1023
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$547K
|
+$582K
|
+9,317
|
New
|
|
|
1024
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$543K
|
+$73.1K
|
+1,171
|
+15%
|
|
|
1025
|
Cypress Wealth Services
Palm Desert,
California
|
$541K
|
-$42.3K
|
-678
|
-7%
|
|
