|
1001
|
Penobscot Investment Management
Boston,
Massachusetts
|
$635K
|
-$86.2K
|
-400
|
-12%
|
|
|
1002
|
Jump Financial
Chicago,
Illinois
|
$633K
|
+$398K
|
+1,848
|
+165%
|
|
|
1003
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$631K
|
-$72.2K
|
-335
|
-10%
|
|
|
1004
|
First Western Trust Bank
Denver,
Colorado
|
$630K
|
-$5.6K
|
-26
|
-0.9%
|
|
|
1005
|
Axxcess Wealth Management
Carlsbad,
California
|
$629K
|
+$113K
|
+523
|
+22%
|
|
|
1006
|
Morningstar Investment Management
Chicago,
Illinois
|
$628K
|
–
|
–
|
–
|
|
|
1007
|
1ST Source Bank
South Bend,
Indiana
|
$627K
|
+$71.1K
|
+330
|
+13%
|
|
|
1008
|
American National Bank & Trust
Wichita Falls,
Texas
|
$626K
|
–
|
–
|
–
|
|
|
1009
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$623K
|
–
|
–
|
–
|
|
|
1010
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$620K
|
+$47.6K
|
+221
|
+8%
|
|
|
1011
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$619K
|
+$3.23K
|
+15
|
+0.5%
|
|
|
1012
|
Brown Brothers Harriman & Co
New York
|
$618K
|
-$41.8K
|
-194
|
-6%
|
|
|
1013
|
Strategic Blueprint
Atlanta,
Georgia
|
$616K
|
+$66.2K
|
+307
|
+12%
|
|
|
1014
|
Allred Capital Management
Dallas,
Texas
|
$616K
|
+$27.2K
|
+126
|
+5%
|
|
|
1015
|
Burns Matteson Capital Management
Corning,
New York
|
$615K
|
+$60.4K
|
+280
|
+11%
|
|
|
1016
|
Boston Trust Walden
Boston,
Massachusetts
|
$609K
|
–
|
–
|
–
|
|
|
1017
|
Grandfield & Dodd
New York
|
$609K
|
–
|
–
|
–
|
|
|
1018
|
Manchester Capital Management
Manchester,
Vermont
|
$601K
|
+$3.45K
|
+16
|
+0.6%
|
|
|
1019
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$601K
|
–
|
–
|
–
|
|
|
1020
|
IFG Advisory
Atlanta,
Georgia
|
$600K
|
+$607K
|
+2,814
|
New
|
|
|
1021
|
Hancock Whitney
Gulfport,
Mississippi
|
$599K
|
-$15.5K
|
-72
|
-3%
|
|
|
1022
|
GW & Wade
Wellesley,
Massachusetts
|
$597K
|
+$143K
|
+664
|
+31%
|
|
|
1023
|
Stratos Investment Management
Beachwood,
Ohio
|
$596K
|
-$19.2K
|
-89
|
-3%
|
|
|
1024
|
Private Portfolio Partners
Paramus,
New Jersey
|
$595K
|
+$4.74K
|
+22
|
+0.8%
|
|
|
1025
|
CX Institutional
Auburn,
Indiana
|
$594K
|
-$6.68K
|
-31
|
-1%
|
|
