|
1001
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$524K
|
+$457K
|
+7,290
|
New
|
|
|
1002
|
Balentine LLC
Atlanta,
Georgia
|
$519K
|
+$453K
|
+7,220
|
New
|
|
|
1003
|
Sunbelt Securities
Houston,
Texas
|
$519K
|
+$565K
|
+9,010
|
New
|
|
|
1004
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$512K
|
–
|
–
|
–
|
|
|
1005
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$510K
|
+$10.7K
|
+170
|
+2%
|
|
|
1006
|
Congress Wealth Management
Boston,
Massachusetts
|
$510K
|
+$444K
|
+7,080
|
New
|
|
|
1007
|
GraniteShares Advisors
New York
|
$507K
|
+$443K
|
+7,060
|
New
|
|
|
1008
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$503K
|
-$439K
|
-7,000
|
-50%
|
|
|
1009
|
|
$503K
|
–
|
–
|
–
|
|
|
1010
|
|
$503K
|
+$439K
|
+7,000
|
New
|
|
|
1011
|
SOA Wealth Advisors
New York
|
$502K
|
-$77.1K
|
-1,230
|
-15%
|
|
|
1012
|
BOK Financial Private Wealth
Denver,
Colorado
|
$501K
|
+$47K
|
+750
|
+12%
|
|
|
1013
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$495K
|
–
|
–
|
–
|
|
|
1014
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$492K
|
+$429K
|
+6,840
|
New
|
|
|
1015
|
Anchor Investment Management
Columbia,
South Carolina
|
$491K
|
-$169K
|
-2,700
|
-28%
|
|
|
1016
|
Golden State Wealth Management
Santa Ana,
California
|
$491K
|
+$33.9K
|
+540
|
+9%
|
|
|
1017
|
Financial Advocates Investment Management
Olympia,
Washington
|
$485K
|
-$1.25K
|
-20
|
-0.3%
|
|
|
1018
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$485K
|
–
|
–
|
–
|
|
|
1019
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$485K
|
–
|
–
|
–
|
|
|
1020
|
Corbett Road Capital Management
Mclean,
Virginia
|
$483K
|
-$45.1K
|
-720
|
-10%
|
|
|
1021
|
Pzena Investment Management
New York
|
$480K
|
+$418K
|
+6,670
|
New
|
|
|
1022
|
Evanson Asset Management
Carmel,
California
|
$472K
|
-$1.88K
|
-30
|
-0.5%
|
|
|
1023
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$469K
|
+$53.9K
|
+860
|
+15%
|
|
|
1024
|
Axxcess Wealth Management
Carlsbad,
California
|
$468K
|
+$407K
|
+6,500
|
New
|
|
|
1025
|
CPR Investments
Rochester,
Michigan
|
$468K
|
+$408K
|
+6,510
|
New
|
|
