|
1001
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2.9M
|
-$142K
|
-484
|
-5%
|
|
|
1002
|
Cobblestone Capital Advisors
Rochester,
New York
|
$2.9M
|
-$16.1K
|
-55
|
-0.6%
|
|
|
1003
|
Cynosure Group
Salt Lake City,
Utah
|
$2.89M
|
–
|
–
|
–
|
|
|
1004
|
Fiduciary Group
Savannah,
Georgia
|
$2.87M
|
-$234K
|
-796
|
-8%
|
|
|
1005
|
Successful Portfolios
Clearwater,
Florida
|
$2.87M
|
+$178K
|
+605
|
+7%
|
|
|
1006
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$2.84M
|
-$28.8K
|
-98
|
-1%
|
|
|
1007
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$2.84M
|
+$9.1K
|
+31
|
+0.3%
|
|
|
1008
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.8M
|
+$1.63M
|
+5,557
|
+160%
|
|
|
1009
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.8M
|
-$4.42M
|
-15,055
|
-63%
|
|
|
1010
|
Forte Capital
Rochester,
New York
|
$2.79M
|
+$2.65M
|
+9,017
|
New
|
|
|
1011
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$2.79M
|
+$1.27M
|
+4,314
|
+86%
|
|
|
1012
|
Harvey Capital Management
Palm Beach,
Florida
|
$2.78M
|
-$33.5K
|
-114
|
-1%
|
|
|
1013
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$2.76M
|
-$312K
|
-1,063
|
-11%
|
|
|
1014
|
S.A. Mason
Holland,
Michigan
|
$2.75M
|
-$108K
|
-367
|
-4%
|
|
|
1015
|
Clearstead Trust
Portland,
Maine
|
$2.73M
|
-$21.7K
|
-74
|
-0.8%
|
|
|
1016
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$2.71M
|
-$249K
|
-847
|
-9%
|
|
|
1017
|
Dowling & Yahnke
San Diego,
California
|
$2.71M
|
-$283K
|
-965
|
-10%
|
|
|
1018
|
Red Door Wealth Management
Memphis,
Tennessee
|
$2.7M
|
+$2.35K
|
+8
|
+0.1%
|
|
|
1019
|
FAS Wealth Partners
Leawood,
Kansas
|
$2.67M
|
-$49.6K
|
-169
|
-2%
|
|
|
1020
|
Emerson Wealth
Bloomfield Hills,
Michigan
|
$2.67M
|
-$158K
|
-537
|
-6%
|
|
|
1021
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$2.66M
|
-$152K
|
-517
|
-6%
|
|
|
1022
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$2.64M
|
+$107K
|
+365
|
+4%
|
|
|
1023
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.63M
|
-$48.2K
|
-164
|
-2%
|
|
|
1024
|
Madison Wealth Management
Cincinnati,
Ohio
|
$2.63M
|
+$8.81K
|
+30
|
+0.4%
|
|
|
1025
|
Affinity Investment Advisors
Newport Beach,
California
|
$2.62M
|
+$2.48M
|
+8,450
|
New
|
|
