|
1001
|
Certus Wealth Management
Redwood City,
California
|
$245K
|
–
|
–
|
–
|
|
|
1002
|
Cullen Investment Group
Lafayette,
Louisiana
|
$245K
|
-$78K
|
-6,304
|
-24%
|
|
|
1003
|
Hilltop Partners
Mishawaka,
Indiana
|
$245K
|
+$1.6K
|
+129
|
+0.7%
|
|
|
1004
|
Cacti Asset Management
Atlanta,
Georgia
|
$245K
|
–
|
–
|
–
|
|
|
1005
|
Palumbo Wealth Management
Great Neck,
New York
|
$244K
|
-$12.5K
|
-1,012
|
-5%
|
|
|
1006
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$244K
|
-$56.2K
|
-4,544
|
-19%
|
|
|
1007
|
Keebeck Wealth Management
Chicago,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
1008
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$242K
|
–
|
–
|
–
|
|
|
1009
|
Cannell & Spears
New York
|
$241K
|
–
|
–
|
–
|
|
|
1010
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$240K
|
+$105K
|
+8,508
|
+80%
|
|
|
1011
|
SpiderRock Advisors
Wilimington,
Delaware
|
$239K
|
-$19.8K
|
-1,601
|
-8%
|
|
|
1012
|
First Dallas Securities
Dallas,
Texas
|
$239K
|
-$69K
|
-5,579
|
-23%
|
|
|
1013
|
Manchester Financial
Westlake Village,
California
|
$239K
|
-$127K
|
-10,288
|
-35%
|
|
|
1014
|
WealthPLAN Partners
Omaha,
Nebraska
|
$239K
|
+$668
|
+54
|
+0.3%
|
|
|
1015
|
Cavalry Management Group
San Francisco,
California
|
$237K
|
+$70.8K
|
+5,722
|
+43%
|
|
|
1016
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$237K
|
+$12.4K
|
+1,003
|
+6%
|
|
|
1017
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$236K
|
+$1.24K
|
+100
|
+0.5%
|
|
|
1018
|
|
$236K
|
-$4.89K
|
-395
|
-2%
|
|
|
1019
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$236K
|
+$233K
|
+18,823
|
New
|
|
|
1020
|
WP Advisors
San Francisco,
California
|
$236K
|
+$2.7K
|
+218
|
+1%
|
|
|
1021
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$236K
|
-$44.5K
|
-3,600
|
-16%
|
|
|
1022
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$232K
|
-$28.1K
|
-2,274
|
-11%
|
|
|
1023
|
Glenview Trust
Louisville,
Kentucky
|
$232K
|
-$68.7K
|
-5,550
|
-23%
|
|
|
1024
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$231K
|
+$5.18K
|
+419
|
+2%
|
|
|
1025
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$231K
|
+$495
|
+40
|
+0.2%
|
|
