|
3001
|
WealthTrust Asset Management
Destin,
Florida
|
$574K
|
+$644
|
+1
|
+0.1%
|
|
|
3002
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$574K
|
–
|
–
|
–
|
|
|
3003
|
Collier Financial
Denver,
Colorado
|
$573K
|
+$551K
|
+856
|
New
|
|
|
3004
|
Holderness Investments Company
Greensboro,
North Carolina
|
$572K
|
–
|
–
|
–
|
|
|
3005
|
Tocqueville Asset Management
New York
|
$570K
|
-$16.1K
|
-25
|
-3%
|
|
|
3006
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$570K
|
-$10.9K
|
-17
|
-2%
|
|
|
3007
|
Westside Investment Management
Santa Monica,
California
|
$569K
|
–
|
–
|
–
|
|
|
3008
|
McDonald Partners
Cleveland,
Ohio
|
$568K
|
-$183K
|
-284
|
-25%
|
|
|
3009
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$567K
|
–
|
–
|
–
|
|
|
3010
|
Crews Bank & Trust
Wauchula,
Florida
|
$562K
|
-$25.8K
|
-40
|
-5%
|
|
|
3011
|
Traction Financial Partners
Encampment,
Wyoming
|
$562K
|
+$128K
|
+198
|
+31%
|
|
|
3012
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$561K
|
-$90.2K
|
-140
|
-12%
|
|
|
3013
|
Darwin Wealth Management
Tampa,
Florida
|
$560K
|
+$444K
|
+690
|
+469%
|
|
|
3014
|
Premier Financial Group
Eureka,
California
|
$560K
|
–
|
–
|
–
|
|
|
3015
|
Covenant Partners
Nashville,
Tennessee
|
$560K
|
+$18.7K
|
+29
|
+4%
|
|
|
3016
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$560K
|
+$6.44K
|
+10
|
+1%
|
|
|
3017
|
Quest Investment Management
Lake Oswego,
Oregon
|
$560K
|
+$67.6K
|
+105
|
+14%
|
|
|
3018
|
First City Capital Management
Savannah,
Georgia
|
$559K
|
–
|
–
|
–
|
|
|
3019
|
Fayez Sarofim & Co
Houston,
Texas
|
$559K
|
-$3.86K
|
-6
|
-0.7%
|
|
|
3020
|
Brickley Wealth Management
San Mateo,
California
|
$558K
|
+$536K
|
+833
|
New
|
|
|
3021
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$556K
|
–
|
–
|
–
|
|
|
3022
|
OLIO Financial Planning
Mclean,
Virginia
|
$556K
|
+$52.2K
|
+81
|
+11%
|
|
|
3023
|
Howard Capital Management Group
Los Angeles,
California
|
$556K
|
-$54.7K
|
-85
|
-9%
|
|
|
3024
|
Annandale Capital
Dallas,
Texas
|
$555K
|
–
|
–
|
–
|
|
|
3025
|
Highland Financial Advisors
Wayne,
New Jersey
|
$554K
|
+$92.7K
|
+144
|
+21%
|
|
