|
1001
|
Income Insurance Ltd
Singapore,
|
$351K
|
–
|
–
|
–
|
|
|
1002
|
Caldwell Trust
Venice,
Florida
|
$351K
|
–
|
–
|
–
|
|
|
1003
|
Cannon Advisors
Charlotte,
North Carolina
|
$351K
|
–
|
–
|
–
|
|
|
1004
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$350K
|
+$330K
|
+6,469
|
New
|
|
|
1005
|
KPP Advisory Services
Louisville,
Kentucky
|
$350K
|
-$41.5K
|
-814
|
-11%
|
|
|
1006
|
Red Door Wealth Management
Memphis,
Tennessee
|
$350K
|
+$917
|
+18
|
+0.3%
|
|
|
1007
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$349K
|
-$32K
|
-628
|
-9%
|
|
|
1008
|
JT Stratford LLC
Gainesville,
Georgia
|
$346K
|
-$19.1K
|
-374
|
-6%
|
|
|
1009
|
RiverFront Investment Group
Richmond,
Virginia
|
$346K
|
+$326K
|
+6,397
|
New
|
|
|
1010
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$343K
|
–
|
–
|
–
|
|
|
1011
|
Birch Capital Management
Dallas,
Texas
|
$342K
|
–
|
–
|
–
|
|
|
1012
|
Capital Performance Advisors
Walnut Creek,
California
|
$342K
|
+$3.57K
|
+70
|
+1%
|
|
|
1013
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$342K
|
+$11.7K
|
+230
|
+4%
|
|
|
1014
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$339K
|
+$26.1K
|
+512
|
+9%
|
|
|
1015
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$339K
|
+$1.32K
|
+26
|
+0.4%
|
|
|
1016
|
Advisor Resource Council
Dallas,
Texas
|
$338K
|
–
|
–
|
–
|
|
|
1017
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$337K
|
-$9.98K
|
-196
|
-3%
|
|
|
1018
|
Lyell Wealth Management
Menlo Park,
California
|
$337K
|
–
|
–
|
–
|
|
|
1019
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$337K
|
-$2.95K
|
-58
|
-0.9%
|
|
|
1020
|
Evolve Private Wealth
Los Angeles,
California
|
$335K
|
+$14.8K
|
+291
|
+5%
|
|
|
1021
|
Montag & Associates
Atlanta,
Georgia
|
$333K
|
-$18.9K
|
-372
|
-6%
|
|
|
1022
|
Granite Group Advisors
Stamford,
Connecticut
|
$333K
|
–
|
–
|
–
|
|
|
1023
|
Cary Street Partners
Richmond,
Virginia
|
$332K
|
-$22.3K
|
-437
|
-7%
|
|
|
1024
|
West Family Investments
Carlsbad,
California
|
$329K
|
-$270K
|
-5,296
|
-47%
|
|
|
1025
|
Formidable Asset Management
Cincinnati,
Ohio
|
$329K
|
–
|
–
|
–
|
|
