|
1001
|
Williams Jones Wealth Management
New York
|
$252K
|
-$6.24K
|
-122
|
-2%
|
|
|
1002
|
Aspiriant LLC
Los Angeles,
California
|
$251K
|
+$307
|
+6
|
+0.1%
|
|
|
1003
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$251K
|
+$252K
|
+4,929
|
New
|
|
|
1004
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$250K
|
+$252K
|
+4,921
|
New
|
|
|
1005
|
Manchester Capital Management
Manchester,
Vermont
|
$250K
|
-$116K
|
-2,271
|
-32%
|
|
|
1006
|
Exeter Financial
Scottsdale,
Arizona
|
$249K
|
+$250K
|
+4,895
|
New
|
|
|
1007
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$248K
|
+$250K
|
+4,881
|
New
|
|
|
1008
|
Manske Wealth Management
Houston,
Texas
|
$248K
|
+$250K
|
+4,880
|
New
|
|
|
1009
|
Tradewinds Capital Management
Bellingham,
Washington
|
$247K
|
–
|
–
|
–
|
|
|
1010
|
Hyposwiss Advisors
Geneva,
|
$245K
|
+$246K
|
+4,820
|
New
|
|
|
1011
|
Tortuga Wealth Management
Torrance,
California
|
$244K
|
+$245K
|
+4,797
|
New
|
|
|
1012
|
Essex Financial Services
Essex,
Connecticut
|
$244K
|
-$25.3K
|
-494
|
-9%
|
|
|
1013
|
Sargent Investment Group
Bethesda,
Maryland
|
$243K
|
+$244K
|
+4,776
|
New
|
|
|
1014
|
First Financial Bankshares
Abilene,
Texas
|
$243K
|
+$244K
|
+4,774
|
New
|
|
|
1015
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$243K
|
-$134K
|
-2,625
|
-36%
|
|
|
1016
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$243K
|
-$828K
|
-16,200
|
-77%
|
|
|
1017
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$243K
|
-$23.3K
|
-456
|
-9%
|
|
|
1018
|
Sittner & Nelson
Eugene,
Oregon
|
$242K
|
-$102
|
-2
|
-0%
|
|
|
1019
|
Capital Investment Advisors
Atlanta,
Georgia
|
$241K
|
-$8.28K
|
-162
|
-3%
|
|
|
1020
|
VestGen Advisors
Inverness,
Illinois
|
$241K
|
+$7.21K
|
+141
|
+3%
|
|
|
1021
|
Fulcrum Equity Management
Plano,
Texas
|
$241K
|
-$53K
|
-1,036
|
-18%
|
|
|
1022
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$240K
|
–
|
–
|
–
|
|
|
1023
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$240K
|
+$241K
|
+4,717
|
New
|
|
|
1024
|
Leavell Investment Management
Mobile,
Alabama
|
$239K
|
-$75.1K
|
-1,469
|
-24%
|
|
|
1025
|
Strategy Asset Managers
Pasadena,
California
|
$239K
|
+$16.9K
|
+330
|
+8%
|
|
