|
1051
|
Caxton Associates (New York)
New York
|
$323K
|
+$300K
|
+657
|
New
|
|
|
1052
|
GoalVest Advisory
New York
|
$323K
|
+$300K
|
+657
|
New
|
|
|
1053
|
Joel Isaacson & Co
New York
|
$322K
|
–
|
–
|
–
|
|
|
1054
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$321K
|
-$153K
|
-335
|
-34%
|
|
|
1055
|
Monterey Private Wealth
Monterey,
California
|
$321K
|
+$292K
|
+638
|
New
|
|
|
1056
|
Essex Savings Bank
Essex,
Connecticut
|
$320K
|
+$85.9K
|
+188
|
+41%
|
|
|
1057
|
Constitution Capital
Shelton,
Connecticut
|
$319K
|
-$45.7K
|
-100
|
-13%
|
|
|
1058
|
Midwest Wealth Management
Indianapolis,
Indiana
|
$319K
|
–
|
–
|
–
|
|
|
1059
|
Henshaw Capital
Woburn,
Massachusetts
|
$318K
|
+$296K
|
+648
|
New
|
|
|
1060
|
Waverly Advisors
Birmingham,
Alabama
|
$318K
|
-$8.69K
|
-19
|
-3%
|
|
|
1061
|
Diligent Investors
Redlands,
California
|
$317K
|
–
|
–
|
–
|
|
|
1062
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$317K
|
–
|
–
|
–
|
|
|
1063
|
Meridian Wealth Management
Lexington,
Kentucky
|
$315K
|
–
|
–
|
–
|
|
|
1064
|
LVW Advisors
Pittsford,
New York
|
$313K
|
+$1.37K
|
+3
|
+0.5%
|
|
|
1065
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$311K
|
–
|
–
|
–
|
|
|
1066
|
Capital Investment Advisors
Atlanta,
Georgia
|
$311K
|
+$71.3K
|
+156
|
+33%
|
|
|
1067
|
Sendero Wealth Management
San Antonio,
Texas
|
$308K
|
-$103K
|
-226
|
-26%
|
|
|
1068
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$308K
|
-$2.29K
|
-5
|
-0.8%
|
|
|
1069
|
Caldwell Trust
Venice,
Florida
|
$307K
|
–
|
–
|
–
|
|
|
1070
|
Washington Capital Management
Seattle,
Washington
|
$307K
|
–
|
–
|
–
|
|
|
1071
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$307K
|
-$139K
|
-304
|
-33%
|
|
|
1072
|
PFS Investments
Duluth,
Georgia
|
$304K
|
+$282K
|
+618
|
New
|
|
|
1073
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$303K
|
-$14.6K
|
-32
|
-5%
|
|
|
1074
|
Clare Market Investments
Dallas,
Texas
|
$302K
|
+$281K
|
+615
|
New
|
|
|
1075
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$302K
|
+$3.66K
|
+8
|
+1%
|
|
