|
1026
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$646K
|
-$475K
|
-6,948
|
-44%
|
|
|
1027
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$645K
|
+$125K
|
+1,825
|
+26%
|
|
|
1028
|
SOA Wealth Advisors
New York
|
$640K
|
+$581K
|
+8,499
|
New
|
|
|
1029
|
Adams Asset Advisors
Dallas,
Texas
|
$634K
|
–
|
–
|
–
|
|
|
1030
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$631K
|
+$1.78K
|
+26
|
+0.3%
|
|
|
1031
|
Navis Wealth Advisors
Rye Brook,
New York
|
$628K
|
+$588K
|
+8,602
|
New
|
|
|
1032
|
Main Management
San Francisco,
California
|
$627K
|
-$18K
|
-263
|
-3%
|
|
|
1033
|
Cozad Asset Management
Champaign,
Illinois
|
$627K
|
–
|
–
|
–
|
|
|
1034
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$627K
|
+$578K
|
+8,449
|
New
|
|
|
1035
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$626K
|
+$587K
|
+8,581
|
New
|
|
|
1036
|
Sabal Trust
St. Petersburg,
Florida
|
$624K
|
+$49.9K
|
+729
|
+9%
|
|
|
1037
|
Duncker Streett & Co
St. Louis,
Missouri
|
$623K
|
+$547
|
+8
|
+0.1%
|
|
|
1038
|
Parsons Capital Management
Providence,
Rhode Island
|
$619K
|
–
|
–
|
–
|
|
|
1039
|
Leavell Investment Management
Mobile,
Alabama
|
$618K
|
-$245K
|
-3,582
|
-30%
|
|
|
1040
|
Jordan Park Group
San Francisco,
California
|
$617K
|
-$330K
|
-4,819
|
-36%
|
|
|
1041
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$614K
|
-$186K
|
-2,716
|
-24%
|
|
|
1042
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$614K
|
-$5.61K
|
-82
|
-1%
|
|
|
1043
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$612K
|
+$68
|
+1
|
+0%
|
|
|
1044
|
Fayez Sarofim & Co
Houston,
Texas
|
$609K
|
+$571K
|
+8,351
|
New
|
|
|
1045
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$607K
|
+$61.6K
|
+901
|
+12%
|
|
|
1046
|
Telos Capital Management
San Diego,
California
|
$605K
|
-$98.7K
|
-1,443
|
-15%
|
|
|
1047
|
Shelton Capital Management
Denver,
Colorado
|
$605K
|
-$29.7K
|
-434
|
-5%
|
|
|
1048
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$604K
|
-$26.1K
|
-382
|
-4%
|
|
|
1049
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$601K
|
-$17.6K
|
-258
|
-3%
|
|
|
1050
|
WC Walker & Associates
Fullerton,
California
|
$601K
|
+$539K
|
+7,876
|
New
|
|
