|
1001
|
Level Four Advisory Services
Dallas,
Texas
|
$727K
|
-$165K
|
-2,179
|
-19%
|
|
|
1002
|
|
$726K
|
+$52.9K
|
+700
|
+8%
|
|
|
1003
|
Financial Advocates Investment Management
Olympia,
Washington
|
$726K
|
+$710K
|
+9,402
|
New
|
|
|
1004
|
GW & Wade
Wellesley,
Massachusetts
|
$724K
|
+$1.44K
|
+19
|
+0.2%
|
|
|
1005
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$722K
|
-$60.4K
|
-800
|
-8%
|
|
|
1006
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$716K
|
+$30.1K
|
+398
|
+4%
|
|
|
1007
|
Mutual Advisors
Omaha,
Nebraska
|
$708K
|
-$81.3K
|
-1,077
|
-11%
|
|
|
1008
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$705K
|
+$75.5K
|
+1,000
|
+12%
|
|
|
1009
|
Horizon Kinetics
New York
|
$695K
|
–
|
–
|
–
|
|
|
1010
|
Choate Investment Advisors
Boston,
Massachusetts
|
$692K
|
-$17.4K
|
-230
|
-3%
|
|
|
1011
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$691K
|
–
|
–
|
–
|
|
|
1012
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$687K
|
-$415K
|
-5,500
|
-38%
|
|
|
1013
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$686K
|
-$234K
|
-3,092
|
-26%
|
|
|
1014
|
Rikoon Group
Santa Fe,
New Mexico
|
$679K
|
-$49.1K
|
-650
|
-7%
|
|
|
1015
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$679K
|
+$25.8K
|
+342
|
+4%
|
|
|
1016
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$676K
|
+$26.4K
|
+350
|
+4%
|
|
|
1017
|
|
$675K
|
-$613K
|
-8,123
|
-48%
|
|
|
1018
|
RNC Capital Management
Los Angeles,
California
|
$673K
|
-$158K
|
-2,090
|
-19%
|
|
|
1019
|
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
|
$672K
|
-$1.63M
|
-21,618
|
-71%
|
|
|
1020
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$661K
|
+$646K
|
+8,560
|
New
|
|
|
1021
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$659K
|
+$17.9K
|
+237
|
+3%
|
|
|
1022
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$659K
|
+$645K
|
+8,536
|
New
|
|
|
1023
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$655K
|
+$62.1K
|
+822
|
+11%
|
|
|
1024
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$652K
|
+$51.7K
|
+684
|
+9%
|
|
|
1025
|
Destination Wealth Management
Walnut Creek,
California
|
$649K
|
+$20.8K
|
+275
|
+3%
|
|
