|
1001
|
Meritas Wealth Management
Larkspur,
California
|
$223K
|
–
|
–
|
–
|
|
|
1002
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$222K
|
–
|
–
|
–
|
|
|
1003
|
Permanent Capital Management
Chicago,
Illinois
|
$217K
|
+$230K
|
+2,576
|
New
|
|
|
1004
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$216K
|
-$35.3K
|
-396
|
-13%
|
|
|
1005
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$216K
|
-$1.37M
|
-15,320
|
-86%
|
|
|
1006
|
Soltis Investment Advisors
St. George,
Utah
|
$215K
|
-$5.44K
|
-61
|
-2%
|
|
|
1007
|
Rathbones Group
Liverpool,
United Kingdom
|
$214K
|
-$64.9K
|
-727
|
-22%
|
|
|
1008
|
Novem Group
Rochester,
New York
|
$214K
|
+$17.8K
|
+199
|
+8%
|
|
|
1009
|
Wealth Alliance
Mellville,
New York
|
$210K
|
+$89
|
+1
|
+0%
|
|
|
1010
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$210K
|
–
|
–
|
–
|
|
|
1011
|
Spurstone Advisory Services
Higganum,
Connecticut
|
$210K
|
–
|
–
|
–
|
|
|
1012
|
South Street Advisors
New York
|
$210K
|
+$223K
|
+2,500
|
New
|
|
|
1013
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$209K
|
+$222K
|
+2,486
|
New
|
|
|
1014
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$209K
|
-$73.4K
|
-823
|
-25%
|
|
|
1015
|
Mattson Financial Services
Kentwood,
Michigan
|
$208K
|
+$221K
|
+2,473
|
New
|
|
|
1016
|
West Family Investments
Carlsbad,
California
|
$208K
|
-$29.9K
|
-335
|
-12%
|
|
|
1017
|
Citizens Business Bank
Ontario,
California
|
$208K
|
+$220K
|
+2,468
|
New
|
|
|
1018
|
Brady Family Wealth
Saint Louis,
Missouri
|
$207K
|
–
|
–
|
–
|
|
|
1019
|
Wolverine Trading
Chicago,
Illinois
|
$207K
|
+$218K
|
+2,444
|
New
|
|
|
1020
|
SFMG Wealth Advisors
Plano,
Texas
|
$204K
|
+$2.77K
|
+31
|
+1%
|
|
|
1021
|
Coppell Advisory Solutions
Coppell,
Texas
|
$204K
|
+$24.4K
|
+273
|
+13%
|
|
|
1022
|
|
$203K
|
-$5.26K
|
-59
|
-2%
|
|
|
1023
|
Fortem Financial Group
Palm Desert,
California
|
$202K
|
-$123K
|
-1,375
|
-36%
|
|
|
1024
|
Quotient Wealth Partners
Dallas,
Texas
|
$202K
|
-$39.3K
|
-440
|
-15%
|
|
|
1025
|
Patton Fund Management
Dallas,
Texas
|
$202K
|
-$22.6K
|
-253
|
-10%
|
|
