|
1001
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$1.5M
|
+$1.52M
|
+9,340
|
New
|
|
|
1002
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.5M
|
+$672K
|
+4,140
|
+80%
|
|
|
1003
|
Legacy Bridge
West Des Moines,
Iowa
|
$1.48M
|
+$80.4K
|
+495
|
+6%
|
|
|
1004
|
Front Row Advisors
Tiburon,
California
|
$1.47M
|
-$3.57K
|
-22
|
-0.2%
|
|
|
1005
|
RFG Advisory
Birmingham,
Alabama
|
$1.47M
|
-$31.7K
|
-195
|
-2%
|
|
|
1006
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.47M
|
+$25.3K
|
+156
|
+2%
|
|
|
1007
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.46M
|
+$342K
|
+2,105
|
+30%
|
|
|
1008
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$1.46M
|
+$1.48M
|
+9,113
|
New
|
|
|
1009
|
Pflug Koory
Omaha,
Nebraska
|
$1.46M
|
+$22.1K
|
+136
|
+2%
|
|
|
1010
|
Level Four Advisory Services
Dallas,
Texas
|
$1.46M
|
-$23.2K
|
-143
|
-2%
|
|
|
1011
|
Essex Investment Management
Boston,
Massachusetts
|
$1.45M
|
-$100K
|
-618
|
-6%
|
|
|
1012
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.45M
|
+$734K
|
+4,517
|
+100%
|
|
|
1013
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$1.45M
|
+$870K
|
+5,359
|
+147%
|
|
|
1014
|
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
$1.45M
|
-$4.22M
|
-26,000
|
-74%
|
|
|
1015
|
Mutual Advisors
Omaha,
Nebraska
|
$1.44M
|
-$11K
|
-68
|
-0.8%
|
|
|
1016
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.44M
|
+$33.9K
|
+209
|
+2%
|
|
|
1017
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.44M
|
+$56K
|
+345
|
+4%
|
|
|
1018
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.44M
|
+$68.7K
|
+423
|
+5%
|
|
|
1019
|
Farmers National Bank
Danville,
Kentucky
|
$1.43M
|
+$1.45M
|
+8,927
|
New
|
|
|
1020
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.43M
|
+$1.45M
|
+8,922
|
New
|
|
|
1021
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.43M
|
+$4.87K
|
+30
|
+0.3%
|
|
|
1022
|
Acima Private Wealth
Richmond,
Virginia
|
$1.43M
|
–
|
–
|
–
|
|
|
1023
|
Montag & Associates
Atlanta,
Georgia
|
$1.43M
|
+$560K
|
+3,450
|
+63%
|
|
|
1024
|
Pegasus Partners
Mequon,
Wisconsin
|
$1.42M
|
+$127K
|
+780
|
+10%
|
|
|
1025
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$1.42M
|
–
|
–
|
–
|
|
