|
1001
|
Mengis Capital Management
Portland,
Oregon
|
$491K
|
+$74.7K
|
+489
|
+18%
|
|
|
1002
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$490K
|
+$82.2K
|
+538
|
+20%
|
|
|
1003
|
Poplar Forest Capital
Pasadena,
California
|
$487K
|
–
|
–
|
–
|
|
|
1004
|
Concentric Wealth Management
Lafayette,
California
|
$487K
|
+$763
|
+5
|
+0.2%
|
|
|
1005
|
Schroder Investment Management Group
London,
United Kingdom
|
$486K
|
+$15.3K
|
+100
|
+3%
|
|
|
1006
|
CreativeOne Wealth
Overland Park,
Kansas
|
$483K
|
+$70.9K
|
+464
|
+17%
|
|
|
1007
|
BigSur Wealth Management
Miami,
Florida
|
$481K
|
–
|
–
|
–
|
|
|
1008
|
Kings Point Capital Management
Great Neck,
New York
|
$481K
|
+$97.3K
|
+637
|
+25%
|
|
|
1009
|
Cypress Capital Group
Palm Beach,
Florida
|
$477K
|
–
|
–
|
–
|
|
|
1010
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$469K
|
+$1.22K
|
+8
|
+0.3%
|
|
|
1011
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$468K
|
-$40.5K
|
-265
|
-8%
|
|
|
1012
|
Harrington Investments
Napa,
California
|
$468K
|
–
|
–
|
–
|
|
|
1013
|
Schnieders Capital Management
Pasadena,
California
|
$467K
|
-$10.1K
|
-66
|
-2%
|
|
|
1014
|
Pioneer Trust Bank
Salem,
Oregon
|
$467K
|
–
|
–
|
–
|
|
|
1015
|
Personal CFO Solutions
Chester,
New Jersey
|
$467K
|
+$471K
|
+3,083
|
New
|
|
|
1016
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$465K
|
-$84K
|
-550
|
-15%
|
|
|
1017
|
Cynosure Group
Salt Lake City,
Utah
|
$463K
|
–
|
–
|
–
|
|
|
1018
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$461K
|
–
|
–
|
–
|
|
|
1019
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$458K
|
-$11.6K
|
-76
|
-2%
|
|
|
1020
|
Financial Life Advisors
San Antonio,
Texas
|
$458K
|
-$9.16K
|
-60
|
-2%
|
|
|
1021
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$458K
|
+$9.47K
|
+62
|
+2%
|
|
|
1022
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$457K
|
-$2.14K
|
-14
|
-0.5%
|
|
|
1023
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$456K
|
+$47.2K
|
+309
|
+11%
|
|
|
1024
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$456K
|
+$460K
|
+3,015
|
New
|
|
|
1025
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$455K
|
-$45.8K
|
-300
|
-9%
|
|
