|
1001
|
Washington Trust
Westerly,
Rhode Island
|
$303K
|
-$33K
|
-702
|
-10%
|
|
|
1002
|
Banque de Luxembourg
Luxembourg
|
$303K
|
–
|
–
|
–
|
|
|
1003
|
Versant Capital Management
Phoenix,
Arizona
|
$302K
|
+$46.1K
|
+979
|
+20%
|
|
|
1004
|
Valeo Financial Advisors
Carmel,
Indiana
|
$300K
|
+$280K
|
+5,948
|
New
|
|
|
1005
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$300K
|
+$5.74K
|
+122
|
+2%
|
|
|
1006
|
Meridian Investment Counsel
Lafayette,
California
|
$299K
|
–
|
–
|
–
|
|
|
1007
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$299K
|
+$279K
|
+5,929
|
New
|
|
|
1008
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$299K
|
–
|
–
|
–
|
|
|
1009
|
Opal Wealth Advisors
Jericho,
New York
|
$298K
|
+$150K
|
+3,189
|
+117%
|
|
|
1010
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$298K
|
+$21.7K
|
+461
|
+8%
|
|
|
1011
|
KRS Capital Management
Bloomfield,
Michigan
|
$295K
|
-$14.7K
|
-313
|
-5%
|
|
|
1012
|
Convergence Financial
Columbia,
Missouri
|
$294K
|
-$22.8K
|
-484
|
-8%
|
|
|
1013
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$294K
|
-$17.2K
|
-365
|
-6%
|
|
|
1014
|
Farmers Trust Company
Youngstown,
Ohio
|
$293K
|
-$22.6K
|
-481
|
-8%
|
|
|
1015
|
Berger Financial Group
Plymouth,
Minnesota
|
$293K
|
+$1.55K
|
+33
|
+0.6%
|
|
|
1016
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$292K
|
-$11.5K
|
-244
|
-4%
|
|
|
1017
|
American Money Management
Rancho Santa Fe,
California
|
$291K
|
-$47
|
-1
|
-0%
|
|
|
1018
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$291K
|
+$15.6K
|
+331
|
+6%
|
|
|
1019
|
IFS Group
York,
Pennsylvania
|
$290K
|
+$275K
|
+5,845
|
New
|
|
|
1020
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$290K
|
–
|
–
|
–
|
|
|
1021
|
Legacy Capital Group California
Los Gatos,
California
|
$288K
|
+$15.6K
|
+331
|
+6%
|
|
|
1022
|
Successful Portfolios
Clearwater,
Florida
|
$287K
|
-$20K
|
-426
|
-7%
|
|
|
1023
|
Strive Asset Management
Dublin,
Ohio
|
$287K
|
-$28.7K
|
-609
|
-10%
|
|
|
1024
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$287K
|
-$5.88K
|
-125
|
-2%
|
|
|
1025
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$282K
|
+$8.99K
|
+191
|
+4%
|
|
