|
1001
|
Engineers Gate Manager
New York
|
$739K
|
+$724K
|
+6,134
|
New
|
|
|
1002
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$737K
|
+$285K
|
+2,419
|
+65%
|
|
|
1003
|
Level Four Advisory Services
Dallas,
Texas
|
$721K
|
-$33.6K
|
-285
|
-4%
|
|
|
1004
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$721K
|
–
|
–
|
–
|
|
|
1005
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$719K
|
-$79.2K
|
-671
|
-10%
|
|
|
1006
|
Hancock Whitney
Gulfport,
Mississippi
|
$714K
|
-$121K
|
-1,029
|
-15%
|
|
|
1007
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$709K
|
–
|
–
|
–
|
|
|
1008
|
Pioneer Trust Bank
Salem,
Oregon
|
$702K
|
+$18.3K
|
+155
|
+3%
|
|
|
1009
|
Balentine LLC
Atlanta,
Georgia
|
$701K
|
-$7.79K
|
-66
|
-1%
|
|
|
1010
|
Tradition Capital Management
Summit,
New Jersey
|
$698K
|
+$11.8K
|
+100
|
+2%
|
|
|
1011
|
Montecito Bank & Trust
Santa Barbara,
California
|
$697K
|
-$273K
|
-2,318
|
-29%
|
|
|
1012
|
Savant Capital
Rockford,
Illinois
|
$690K
|
+$198K
|
+1,678
|
+41%
|
|
|
1013
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$689K
|
–
|
–
|
–
|
|
|
1014
|
Cahill Financial Advisors
Edina,
Minnesota
|
$687K
|
–
|
–
|
–
|
|
|
1015
|
Ronald Blue & Co
Roswell,
Georgia
|
$685K
|
-$784K
|
-6,642
|
-54%
|
|
|
1016
|
Sabal Trust
St. Petersburg,
Florida
|
$685K
|
+$18.4K
|
+156
|
+3%
|
|
|
1017
|
Cerity Partners OCIO
New York
|
$684K
|
+$54.7K
|
+464
|
+9%
|
|
|
1018
|
Private Asset Management
San Diego,
California
|
$676K
|
–
|
–
|
–
|
|
|
1019
|
Koshinski Asset Management
Decatur,
Illinois
|
$675K
|
+$11K
|
+93
|
+2%
|
|
|
1020
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$670K
|
-$15.3K
|
-130
|
-2%
|
|
|
1021
|
Southport Capital Management
Chattanooga,
Tennessee
|
$667K
|
-$661K
|
-5,599
|
-50%
|
|
|
1022
|
Luminus Management
Houston,
Texas
|
$666K
|
-$16.6M
|
-140,581
|
-96%
|
|
|
1023
|
Good Life Advisors
Reading,
Pennsylvania
|
$666K
|
-$1.18K
|
-10
|
-0.2%
|
|
|
1024
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$666K
|
–
|
–
|
–
|
|
|
1025
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$666K
|
–
|
–
|
–
|
|
