|
1001
|
|
$1.28M
|
-$1.52M
|
-11,449
|
-55%
|
|
|
1002
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$1.26M
|
–
|
–
|
–
|
|
|
1003
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.26M
|
-$935K
|
-7,066
|
-43%
|
|
|
1004
|
Community Bank
Dewitt,
New York
|
$1.26M
|
+$280K
|
+2,115
|
+30%
|
|
|
1005
|
SP Asset Management
Cupertino,
California
|
$1.25M
|
-$133K
|
-1,008
|
-10%
|
|
|
1006
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$1.24M
|
+$156K
|
+1,182
|
+15%
|
|
|
1007
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$1.24M
|
+$1.21M
|
+9,124
|
New
|
|
|
1008
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.24M
|
-$7.01K
|
-53
|
-0.6%
|
|
|
1009
|
Middleton & Co
Boston,
Massachusetts
|
$1.24M
|
+$26.3K
|
+199
|
+2%
|
|
|
1010
|
|
$1.24M
|
+$1.2M
|
+9,084
|
New
|
|
|
1011
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.24M
|
–
|
–
|
–
|
|
|
1012
|
Weatherly Asset Management
Del Mar,
California
|
$1.24M
|
+$16.9K
|
+128
|
+1%
|
|
|
1013
|
Dodge & Cox
San Francisco,
California
|
$1.23M
|
–
|
–
|
–
|
|
|
1014
|
Grandfield & Dodd
New York
|
$1.23M
|
-$5.56K
|
-42
|
-0.5%
|
|
|
1015
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$1.23M
|
-$26.1K
|
-197
|
-2%
|
|
|
1016
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$1.22M
|
-$94.1K
|
-711
|
-7%
|
|
|
1017
|
Successful Portfolios
Clearwater,
Florida
|
$1.22M
|
+$7.81K
|
+59
|
+0.7%
|
|
|
1018
|
Global Retirement Partners
San Rafael,
California
|
$1.22M
|
-$294K
|
-2,222
|
-20%
|
|
|
1019
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.22M
|
+$662
|
+5
|
+0.1%
|
|
|
1020
|
Icon Wealth Partners
Houston,
Texas
|
$1.22M
|
+$492K
|
+3,716
|
+71%
|
|
|
1021
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.21M
|
-$82.3K
|
-622
|
-7%
|
|
|
1022
|
Savant Capital
Rockford,
Illinois
|
$1.21M
|
+$163K
|
+1,229
|
+16%
|
|
|
1023
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$1.21M
|
+$28.2K
|
+213
|
+2%
|
|
|
1024
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$1.21M
|
-$1.46K
|
-11
|
-0.1%
|
|
|
1025
|
ACG Wealth
Atlanta,
Georgia
|
$1.21M
|
+$44.2K
|
+334
|
+4%
|
|
