|
1001
|
R.M. Davis Inc
Portland,
Maine
|
$1.7M
|
-$145K
|
-1,125
|
-8%
|
|
|
1002
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$1.69M
|
+$537K
|
+4,165
|
+49%
|
|
|
1003
|
Zevin Asset Management
Boston,
Massachusetts
|
$1.69M
|
+$130K
|
+1,012
|
+9%
|
|
|
1004
|
Investment Counsel
Petoskey,
Michigan
|
$1.69M
|
-$6.45K
|
-50
|
-0.4%
|
|
|
1005
|
Palo Capital
Newport Beach,
California
|
$1.69M
|
+$1.62M
|
+12,602
|
New
|
|
|
1006
|
Jackson Wealth Management
Lake Mary,
Florida
|
$1.69M
|
-$117K
|
-905
|
-7%
|
|
|
1007
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$1.69M
|
+$130K
|
+1,005
|
+9%
|
|
|
1008
|
Winning Points Advisors
Boca Raton,
Florida
|
$1.68M
|
+$1.62M
|
+12,542
|
New
|
|
|
1009
|
NBT Bank
Norwich,
New York
|
$1.67M
|
-$183K
|
-1,420
|
-10%
|
|
|
1010
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.67M
|
-$80.8K
|
-627
|
-5%
|
|
|
1011
|
Atria Investments
Charlotte,
North Carolina
|
$1.67M
|
+$134K
|
+1,036
|
+9%
|
|
|
1012
|
City Holding Co
Charleston,
West Virginia
|
$1.65M
|
+$38.4K
|
+298
|
+2%
|
|
|
1013
|
LSV Asset Management
Chicago,
Illinois
|
$1.65M
|
–
|
–
|
–
|
|
|
1014
|
Consolidated Investment Group
Englewood,
Colorado
|
$1.64M
|
–
|
–
|
–
|
|
|
1015
|
Parallel Advisors
San Francisco,
California
|
$1.64M
|
+$1.57M
|
+12,206
|
New
|
|
|
1016
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.64M
|
-$75.4K
|
-585
|
-5%
|
|
|
1017
|
Independent Investors Inc
Nesconset,
New York
|
$1.63M
|
–
|
–
|
–
|
|
|
1018
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.63M
|
+$6.45K
|
+50
|
+0.4%
|
|
|
1019
|
Manchester Capital Management
Manchester,
Vermont
|
$1.62M
|
–
|
–
|
–
|
|
|
1020
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$1.62M
|
+$39.7K
|
+308
|
+3%
|
|
|
1021
|
Edge Advisors
Atlanta,
Georgia
|
$1.61M
|
+$1.55M
|
+12,033
|
New
|
|
|
1022
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.61M
|
+$1.47M
|
+11,376
|
New
|
|
|
1023
|
NTV Asset Management
Charleston,
West Virginia
|
$1.6M
|
-$12.9K
|
-100
|
-0.8%
|
|
|
1024
|
Naples Global Advisors
Naples,
Florida
|
$1.6M
|
+$97.7K
|
+758
|
+7%
|
|
|
1025
|
CPWM LLC
Seattle,
Washington
|
$1.59M
|
-$25.3K
|
-196
|
-2%
|
|
