|
1001
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$906K
|
–
|
–
|
–
|
|
|
1002
|
Lyons Wealth Management
Winter Park,
Florida
|
$902K
|
-$216K
|
-2,830
|
-20%
|
|
|
1003
|
Choate Investment Advisors
Boston,
Massachusetts
|
$897K
|
+$229
|
+3
|
+0%
|
|
|
1004
|
Point View Wealth Management
Summit,
New Jersey
|
$895K
|
+$121K
|
+1,582
|
+17%
|
|
|
1005
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$894K
|
+$63.3K
|
+828
|
+8%
|
|
|
1006
|
Level Four Advisory Services
Dallas,
Texas
|
$892K
|
+$49.2K
|
+644
|
+6%
|
|
|
1007
|
Avantax Planning Partners
Dubuque,
Iowa
|
$888K
|
-$772K
|
-10,091
|
-48%
|
|
|
1008
|
Dreman Value Management
West Palm Beach,
Florida
|
$886K
|
-$92.8K
|
-1,213
|
-10%
|
|
|
1009
|
Argent Trust Co
Nashville,
Tennessee
|
$881K
|
-$3.98K
|
-52
|
-0.5%
|
|
|
1010
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$881K
|
–
|
–
|
–
|
|
|
1011
|
|
$877K
|
-$114K
|
-1,495
|
-12%
|
|
|
1012
|
SouthState Corp
Winter Haven,
Florida
|
$877K
|
-$31.3K
|
-409
|
-4%
|
|
|
1013
|
SOL Capital Management
Rockville,
Maryland
|
$873K
|
+$57.4K
|
+750
|
+7%
|
|
|
1014
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$872K
|
+$95.7K
|
+1,251
|
+13%
|
|
|
1015
|
Cerity Partners OCIO
New York
|
$869K
|
-$208K
|
-2,725
|
-20%
|
|
|
1016
|
Stelac Advisory Services
New York
|
$867K
|
+$13.5K
|
+176
|
+2%
|
|
|
1017
|
First City Capital Management
Savannah,
Georgia
|
$865K
|
-$11.5K
|
-150
|
-1%
|
|
|
1018
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$860K
|
-$15.8K
|
-206
|
-2%
|
|
|
1019
|
Waverton Investment Management
London,
United Kingdom
|
$853K
|
+$7.72K
|
+101
|
+1%
|
|
|
1020
|
Geneos Wealth Management
Englewood,
Colorado
|
$852K
|
-$19K
|
-249
|
-2%
|
|
|
1021
|
Beech Hill Advisors
New York
|
$849K
|
+$275K
|
+3,600
|
+52%
|
|
|
1022
|
|
$844K
|
–
|
–
|
–
|
|
|
1023
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$844K
|
+$25.8K
|
+338
|
+3%
|
|
|
1024
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$843K
|
-$21M
|
-275,108
|
-97%
|
|
|
1025
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$841K
|
+$32.3K
|
+423
|
+4%
|
|
