|
1001
|
Waypoint Wealth Partners
Mill Valley,
California
|
$467K
|
–
|
–
|
–
|
|
|
1002
|
Wambolt & Associates
Littleton,
Colorado
|
$464K
|
+$174K
|
+679
|
+55%
|
|
|
1003
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$463K
|
+$15.4K
|
+60
|
+3%
|
|
|
1004
|
McLean Asset Management
Tysons,
Virginia
|
$461K
|
–
|
–
|
–
|
|
|
1005
|
IFP Advisors
Tampa,
Florida
|
$459K
|
-$7.69K
|
-30
|
-2%
|
|
|
1006
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$457K
|
-$202K
|
-789
|
-29%
|
|
|
1007
|
Gables Capital Management
Miami,
Florida
|
$451K
|
–
|
–
|
–
|
|
|
1008
|
Beaton Management Company
Haverhill,
Massachusetts
|
$450K
|
–
|
–
|
–
|
|
|
1009
|
Monetary Management Group
St Louis,
Missouri
|
$449K
|
+$167K
|
+650
|
+53%
|
|
|
1010
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$446K
|
+$7.44K
|
+29
|
+2%
|
|
|
1011
|
FourThought Financial
Venice,
Florida
|
$445K
|
-$50K
|
-195
|
-9%
|
|
|
1012
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$444K
|
–
|
–
|
–
|
|
|
1013
|
NWAM LLC
Mercer Island,
Washington
|
$444K
|
+$256
|
+1
|
+0.1%
|
|
|
1014
|
Coldstream Capital Management
Bellevue,
Washington
|
$442K
|
-$14.4K
|
-56
|
-3%
|
|
|
1015
|
Charles Schwab Trust
Henderson,
Nevada
|
$442K
|
+$60.5K
|
+236
|
+15%
|
|
|
1016
|
CreativeOne Wealth
Overland Park,
Kansas
|
$441K
|
+$145K
|
+566
|
+44%
|
|
|
1017
|
Members Trust
Tampa,
Florida
|
$440K
|
-$54.1K
|
-211
|
-10%
|
|
|
1018
|
ARS Investment Partners
New York
|
$438K
|
–
|
–
|
–
|
|
|
1019
|
|
$438K
|
+$42.6K
|
+166
|
+10%
|
|
|
1020
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$438K
|
+$469K
|
+1,829
|
New
|
|
|
1021
|
ClearBridge Investments (Australia)
Sydney,
Australia
|
$435K
|
-$84.4K
|
-329
|
-15%
|
|
|
1022
|
Shelton Capital Management
Denver,
Colorado
|
$435K
|
-$12.6K
|
-49
|
-3%
|
|
|
1023
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$434K
|
+$193K
|
+754
|
+71%
|
|
|
1024
|
Howard Financial Services
Dallas,
Texas
|
$433K
|
+$464K
|
+1,808
|
New
|
|
|
1025
|
Howard Capital Management Group
Los Angeles,
California
|
$430K
|
+$25.9K
|
+101
|
+6%
|
|
