|
1001
|
Waverly Advisors
Birmingham,
Alabama
|
$679K
|
-$255
|
-5
|
-0%
|
|
|
1002
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$678K
|
-$84.1K
|
-1,652
|
-11%
|
|
|
1003
|
Ignite Planners
San Clemente,
California
|
$677K
|
+$14.8K
|
+290
|
+2%
|
|
|
1004
|
Douglass Winthrop Advisors
New York
|
$675K
|
-$16.8K
|
-330
|
-2%
|
|
|
1005
|
WMS Partners
Towson,
Maryland
|
$675K
|
+$386K
|
+7,582
|
+142%
|
|
|
1006
|
Essex Savings Bank
Essex,
Connecticut
|
$672K
|
-$162K
|
-3,189
|
-20%
|
|
|
1007
|
Canandaigua National Corp
Canandaigua,
New York
|
$670K
|
-$2.5K
|
-49
|
-0.4%
|
|
|
1008
|
RS Crum Inc
Newport Beach,
California
|
$669K
|
-$33.5K
|
-658
|
-5%
|
|
|
1009
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$669K
|
+$34.8K
|
+683
|
+6%
|
|
|
1010
|
Tevis Investment Management
Plano,
Texas
|
$667K
|
–
|
–
|
–
|
|
|
1011
|
44 Wealth Management
Eugene,
Oregon
|
$666K
|
–
|
–
|
–
|
|
|
1012
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$664K
|
+$63K
|
+1,236
|
+11%
|
|
|
1013
|
TCW Group
Los Angeles,
California
|
$662K
|
–
|
–
|
–
|
|
|
1014
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$661K
|
-$89.7K
|
-1,760
|
-12%
|
|
|
1015
|
Wellington Shields Capital Management
New York
|
$661K
|
+$71.3K
|
+1,400
|
+12%
|
|
|
1016
|
Naples Global Advisors
Naples,
Florida
|
$658K
|
-$76.4K
|
-1,500
|
-11%
|
|
|
1017
|
Lafayette Investments
Ashton,
Maryland
|
$658K
|
–
|
–
|
–
|
|
|
1018
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$658K
|
+$35.4K
|
+694
|
+6%
|
|
|
1019
|
Mattern Wealth Management
Lawrence,
Kansas
|
$657K
|
–
|
–
|
–
|
|
|
1020
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$653K
|
+$37.8K
|
+743
|
+6%
|
|
|
1021
|
CTC Capital Management
Chicago,
Illinois
|
$653K
|
+$637K
|
+12,500
|
New
|
|
|
1022
|
AssetMark Inc
Concord,
California
|
$651K
|
-$83.3K
|
-1,635
|
-12%
|
|
|
1023
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$648K
|
+$16.5K
|
+323
|
+3%
|
|
|
1024
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$645K
|
–
|
–
|
–
|
|
|
1025
|
Atlas Brown
Louisville,
Kentucky
|
$644K
|
+$764
|
+15
|
+0.1%
|
|
