|
1001
|
Focus Financial Network
Minneapolis,
Minnesota
|
$236K
|
+$218K
|
+1,450
|
New
|
|
|
1002
|
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
$236K
|
–
|
–
|
–
|
|
|
1003
|
Freestone Capital Holdings
Seattle,
Washington
|
$235K
|
+$216K
|
+1,439
|
New
|
|
|
1004
|
Liberty One Investment Management
Libertyville,
Illinois
|
$234K
|
-$573K
|
-3,816
|
-73%
|
|
|
1005
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$233K
|
+$215K
|
+1,430
|
New
|
|
|
1006
|
RWA Wealth Partners
Newton,
Massachusetts
|
$230K
|
+$212K
|
+1,410
|
New
|
|
|
1007
|
Mission Wealth Management
Santa Barbara,
California
|
$230K
|
+$212K
|
+1,409
|
New
|
|
|
1008
|
Nilsine Partners
Greenwood Village,
Colorado
|
$228K
|
+$210K
|
+1,400
|
New
|
|
|
1009
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$228K
|
+$210K
|
+1,398
|
New
|
|
|
1010
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$228K
|
+$210K
|
+1,396
|
New
|
|
|
1011
|
Severin Investments
St. Louis,
Missouri
|
$227K
|
-$20.3K
|
-135
|
-9%
|
|
|
1012
|
Ritholtz Wealth Management
New York
|
$226K
|
+$209K
|
+1,389
|
New
|
|
|
1013
|
Rovin Capital
Mesa,
Arizona
|
$226K
|
-$60.4K
|
-402
|
-22%
|
|
|
1014
|
Whittier Trust
South Pasadena,
California
|
$225K
|
–
|
–
|
–
|
|
|
1015
|
Novare Capital Management
Charlotte,
North Carolina
|
$225K
|
+$207K
|
+1,380
|
New
|
|
|
1016
|
Wealthquest
Cincinnati,
Ohio
|
$223K
|
+$206K
|
+1,368
|
New
|
|
|
1017
|
Sky Investment Group
Hartford,
Connecticut
|
$222K
|
+$204K
|
+1,360
|
New
|
|
|
1018
|
Moody National Bank Trust Division
Galveston,
Texas
|
$222K
|
-$23.6K
|
-157
|
-10%
|
|
|
1019
|
Sollinda Capital Management
Miami,
Florida
|
$222K
|
+$204K
|
+1,359
|
New
|
|
|
1020
|
SYM Financial Corp
Winona Lake,
Indiana
|
$221K
|
+$204K
|
+1,357
|
New
|
|
|
1021
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$220K
|
–
|
–
|
–
|
|
|
1022
|
Grove Bank & Trust
Miami,
Florida
|
$220K
|
+$1.2K
|
+8
|
+0.6%
|
|
|
1023
|
Lincoln Capital
Lincoln,
Nebraska
|
$220K
|
+$202K
|
+1,347
|
New
|
|
|
1024
|
Patton Fund Management
Dallas,
Texas
|
$220K
|
-$65.1K
|
-433
|
-24%
|
|
|
1025
|
Port Capital
Chicago,
Illinois
|
$220K
|
+$202K
|
+1,346
|
New
|
|
