|
1501
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.66M
|
+$466K
|
+7,800
|
+39%
|
|
|
1502
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.66M
|
+$5.26K
|
+88
|
+0.3%
|
|
|
1503
|
Perigon Wealth Management
San Francisco,
California
|
$1.66M
|
+$109K
|
+1,831
|
+7%
|
|
|
1504
|
Clear Perspective Advisors
Aurora,
Illinois
|
$1.65M
|
+$162K
|
+2,716
|
+11%
|
|
|
1505
|
Twin Tree Management
Dallas,
Texas
|
$1.65M
|
-$3.68M
|
-61,488
|
-69%
|
|
|
1506
|
Clare Market Investments
Dallas,
Texas
|
$1.65M
|
-$44K
|
-735
|
-3%
|
|
|
1507
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.65M
|
+$314K
|
+5,248
|
+24%
|
|
|
1508
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.64M
|
+$1.64M
|
+27,463
|
New
|
|
|
1509
|
DeDora Capital
Napa,
California
|
$1.64M
|
-$43.1K
|
-720
|
-3%
|
|
|
1510
|
BTR Capital Management
Oakland,
California
|
$1.64M
|
+$44.8K
|
+750
|
+3%
|
|
|
1511
|
Whalerock Point Partners
Providence,
Rhode Island
|
$1.64M
|
+$44.8K
|
+750
|
+3%
|
|
|
1512
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$1.64M
|
+$37.7K
|
+630
|
+2%
|
|
|
1513
|
L.J. Altfest & Co
New York
|
$1.64M
|
-$287K
|
-4,802
|
-15%
|
|
|
1514
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$1.63M
|
+$16.5K
|
+276
|
+1%
|
|
|
1515
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$1.63M
|
+$1.63M
|
+27,267
|
New
|
|
|
1516
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$1.62M
|
-$2.97M
|
-49,650
|
-65%
|
|
|
1517
|
Little House Capital
Braintree,
Massachusetts
|
$1.62M
|
-$208K
|
-3,474
|
-11%
|
|
|
1518
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.62M
|
-$324K
|
-5,414
|
-17%
|
|
|
1519
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$1.61M
|
–
|
–
|
–
|
|
|
1520
|
Auxier Asset Management
Aurora,
Oregon
|
$1.61M
|
-$359K
|
-6,005
|
-18%
|
|
|
1521
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$1.61M
|
+$123K
|
+2,050
|
+8%
|
|
|
1522
|
Pflug Koory
Omaha,
Nebraska
|
$1.6M
|
-$85.5K
|
-1,430
|
-5%
|
|
|
1523
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.6M
|
+$224K
|
+3,743
|
+16%
|
|
|
1524
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$1.58M
|
-$58.8K
|
-984
|
-4%
|
|
|
1525
|
Regent Investment Management
Louisville,
Kentucky
|
$1.58M
|
-$87.6K
|
-1,465
|
-5%
|
|
