|
1001
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$550K
|
-$40.5K
|
-101
|
-7%
|
|
|
1002
|
Affinity Investment Advisors
Newport Beach,
California
|
$550K
|
+$83.1K
|
+207
|
+20%
|
|
|
1003
|
Global Assets Advisory
Orlando,
Florida
|
$548K
|
+$508K
|
+1,266
|
New
|
|
|
1004
|
Prudent Man Advisors
Naperville,
Illinois
|
$547K
|
+$11.2K
|
+28
|
+2%
|
|
|
1005
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$546K
|
-$4.01K
|
-10
|
-0.8%
|
|
|
1006
|
Strategic Financial Services
Utica,
New York
|
$545K
|
-$81.9K
|
-204
|
-14%
|
|
|
1007
|
Prospera Financial Services
Dallas,
Texas
|
$544K
|
+$4.42K
|
+11
|
+0.9%
|
|
|
1008
|
Shufro Rose & Co
New York
|
$544K
|
–
|
–
|
–
|
|
|
1009
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$541K
|
+$18.9K
|
+47
|
+4%
|
|
|
1010
|
Net Worth Advisory Group
Sandy,
Utah
|
$538K
|
+$2.01K
|
+5
|
+0.4%
|
|
|
1011
|
Vega Investment Solutions
Paris,
France
|
$534K
|
-$217K
|
-540
|
-31%
|
|
|
1012
|
Sompo Asset Management
Tokyo,
Japan
|
$531K
|
-$96.3K
|
-240
|
-16%
|
|
|
1013
|
Evergreen Capital Management
Bellevue,
Washington
|
$530K
|
+$134K
|
+333
|
+38%
|
|
|
1014
|
Joel Isaacson & Co
New York
|
$528K
|
-$11.2K
|
-28
|
-2%
|
|
|
1015
|
Beacon Financial Group
Dallas,
Texas
|
$527K
|
-$87.1K
|
-217
|
-15%
|
|
|
1016
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$523K
|
+$49.8K
|
+124
|
+12%
|
|
|
1017
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$522K
|
–
|
–
|
–
|
|
|
1018
|
Ransom Advisory
Providence,
Rhode Island
|
$522K
|
–
|
–
|
–
|
|
|
1019
|
Dodge & Cox
San Francisco,
California
|
$522K
|
+$40.1K
|
+100
|
+9%
|
|
|
1020
|
Wealth Alliance
Mellville,
New York
|
$520K
|
+$22.9K
|
+57
|
+5%
|
|
|
1021
|
Everhart Financial Group
Dublin,
Ohio
|
$518K
|
+$478K
|
+1,191
|
New
|
|
|
1022
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$517K
|
+$93.1K
|
+232
|
+24%
|
|
|
1023
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$516K
|
-$37.3K
|
-93
|
-7%
|
|
|
1024
|
Atomi Financial Group
New York
|
$513K
|
+$209K
|
+521
|
+79%
|
|
|
1025
|
Carmignac Gestion
Paris,
France
|
$512K
|
-$185M
|
-461,600
|
-100%
|
|
