|
1301
|
Wright Investors Service
Shelton,
Connecticut
|
$4.39M
|
-$421K
|
-1,652
|
-10%
|
|
|
1302
|
John G. Ullman & Associates
Corning,
New York
|
$4.39M
|
-$1.28M
|
-5,035
|
-24%
|
|
|
1303
|
Capital Planning
Bellevue,
Washington
|
$4.39M
|
–
|
–
|
–
|
|
|
1304
|
Goldstream Capital Management
Central,
Hong Kong
|
$4.38M
|
+$3.97M
|
+15,588
|
New
|
|
|
1305
|
Penobscot Investment Management
Boston,
Massachusetts
|
$4.37M
|
-$107K
|
-420
|
-3%
|
|
|
1306
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$4.37M
|
–
|
–
|
–
|
|
|
1307
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.37M
|
+$198K
|
+777
|
+5%
|
|
|
1308
|
Accuvest Global Advisors
Provo,
Utah
|
$4.36M
|
+$3.95M
|
+15,518
|
New
|
|
|
1309
|
Oakworth Capital
Birmingham,
Alabama
|
$4.36M
|
–
|
–
|
–
|
|
|
1310
|
Mill Capital Management
Concord,
North Carolina
|
$4.36M
|
-$50.9K
|
-200
|
-1%
|
|
|
1311
|
Krilogy Financial
St. Louis,
Missouri
|
$4.36M
|
+$1.36M
|
+5,330
|
+44%
|
|
|
1312
|
Hall Capital Management
Barrington,
Rhode Island
|
$4.36M
|
-$146K
|
-575
|
-4%
|
|
|
1313
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.34M
|
+$26.7K
|
+105
|
+0.7%
|
|
|
1314
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$4.33M
|
+$1.59M
|
+6,235
|
+68%
|
|
|
1315
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$4.32M
|
-$684K
|
-2,685
|
-15%
|
|
|
1316
|
Pflug Koory
Omaha,
Nebraska
|
$4.3M
|
–
|
–
|
–
|
|
|
1317
|
High Note Wealth
Deephaven,
Minnesota
|
$4.3M
|
+$2.93M
|
+11,506
|
+304%
|
|
|
1318
|
Biltmore Family Office
Charlotte,
North Carolina
|
$4.3M
|
-$97.3K
|
-382
|
-2%
|
|
|
1319
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$4.29M
|
+$1.13M
|
+4,436
|
+41%
|
|
|
1320
|
Thomasville National Bank
Thomasville,
Georgia
|
$4.29M
|
+$77.7K
|
+305
|
+2%
|
|
|
1321
|
Farmers Trust Company
Youngstown,
Ohio
|
$4.29M
|
+$73.1K
|
+287
|
+2%
|
|
|
1322
|
Voloridge Investment Management
Jupiter,
Florida
|
$4.29M
|
-$47.4M
|
-185,940
|
-92%
|
|
|
1323
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$4.28M
|
-$369K
|
-1,449
|
-9%
|
|
|
1324
|
MIG Capital
Newport Beach,
California
|
$4.27M
|
+$1.1M
|
+4,332
|
+40%
|
|
|
1325
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.27M
|
-$331K
|
-1,301
|
-8%
|
|
