|
1001
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$2.61M
|
-$423K
|
-1,345
|
-13%
|
|
|
1002
|
Wulff, Hansen & Co
San Rafael,
California
|
$2.61M
|
+$12.6K
|
+40
|
+0.4%
|
|
|
1003
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$2.59M
|
+$309K
|
+984
|
+13%
|
|
|
1004
|
Brandywine Trust
Hockessin,
Delaware
|
$2.58M
|
–
|
–
|
–
|
|
|
1005
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$2.58M
|
-$1.59M
|
-5,070
|
-36%
|
|
|
1006
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$2.58M
|
-$943
|
-3
|
-0%
|
|
|
1007
|
Evoke Wealth
Los Angeles,
California
|
$2.58M
|
+$299K
|
+950
|
+12%
|
|
|
1008
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$2.58M
|
+$2.86M
|
+9,097
|
New
|
|
|
1009
|
|
$2.57M
|
+$28.9K
|
+92
|
+1%
|
|
|
1010
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.57M
|
–
|
–
|
–
|
|
|
1011
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.57M
|
+$1.07M
|
+3,404
|
+60%
|
|
|
1012
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$2.56M
|
–
|
–
|
–
|
|
|
1013
|
North Star Asset Management
Neenah,
Wisconsin
|
$2.56M
|
+$24.5K
|
+78
|
+0.9%
|
|
|
1014
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.56M
|
–
|
–
|
–
|
|
|
1015
|
Park National Corp
Newark,
Ohio
|
$2.56M
|
-$56.6K
|
-180
|
-2%
|
|
|
1016
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$2.55M
|
-$282K
|
-896
|
-9%
|
|
|
1017
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$2.54M
|
+$747K
|
+2,377
|
+36%
|
|
|
1018
|
Portfolio Design Labs
Encino,
California
|
$2.54M
|
-$553K
|
-1,761
|
-16%
|
|
|
1019
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.54M
|
+$171K
|
+545
|
+6%
|
|
|
1020
|
Little House Capital
Braintree,
Massachusetts
|
$2.53M
|
-$96.2K
|
-306
|
-3%
|
|
|
1021
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.53M
|
+$1.4M
|
+4,468
|
+120%
|
|
|
1022
|
Capstone Investment Advisors
New York
|
$2.52M
|
+$2.79M
|
+8,890
|
New
|
|
|
1023
|
Meadowbrook Wealth Management
Garden City,
New York
|
$2.52M
|
-$790K
|
-2,515
|
-22%
|
|
|
1024
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$2.52M
|
+$18.9K
|
+60
|
+0.7%
|
|
|
1025
|
Wynn Capital
Augusta,
Georgia
|
$2.52M
|
-$63.2K
|
-201
|
-2%
|
|
