|
1001
|
Roundview Capital
Princeton,
New Jersey
|
$403K
|
–
|
–
|
–
|
|
|
1002
|
Westwood Holdings Group
Dallas,
Texas
|
$403K
|
+$7.42K
|
+73
|
+2%
|
|
|
1003
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$403K
|
+$203
|
+2
|
+0.1%
|
|
|
1004
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$402K
|
-$102
|
-1
|
-0%
|
|
|
1005
|
Siemens Fonds Invest
Munich,
Germany
|
$401K
|
-$17K
|
-167
|
-4%
|
|
|
1006
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$401K
|
+$402K
|
+3,954
|
New
|
|
|
1007
|
KCM Investment Advisors
Greenbrae,
California
|
$400K
|
+$9.86K
|
+97
|
+3%
|
|
|
1008
|
John G. Ullman & Associates
Corning,
New York
|
$400K
|
-$7.93K
|
-78
|
-2%
|
|
|
1009
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$400K
|
-$75.4K
|
-742
|
-16%
|
|
|
1010
|
Segment Wealth Management
Houston,
Texas
|
$395K
|
-$49.3K
|
-485
|
-11%
|
|
|
1011
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$393K
|
+$108K
|
+1,066
|
+40%
|
|
|
1012
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$393K
|
+$15.9K
|
+156
|
+4%
|
|
|
1013
|
Washington Trust
Westerly,
Rhode Island
|
$392K
|
–
|
–
|
–
|
|
|
1014
|
Concord Wealth Partners
Abingdon,
Virginia
|
$391K
|
+$315K
|
+3,101
|
+412%
|
|
|
1015
|
Powers Advisory Group
Highland,
Illinois
|
$389K
|
–
|
–
|
–
|
|
|
1016
|
PFG Investments
Woodbury,
New York
|
$389K
|
+$390K
|
+3,832
|
New
|
|
|
1017
|
Montchanin Asset Management
Montchanin,
Delaware
|
$388K
|
–
|
–
|
–
|
|
|
1018
|
AdvisorShares Investments
Bethesda,
Maryland
|
$387K
|
-$4.27K
|
-42
|
-1%
|
|
|
1019
|
Clifford Group
Wayland,
Massachusetts
|
$387K
|
+$38.2K
|
+376
|
+11%
|
|
|
1020
|
Goodman Financial
Houston,
Texas
|
$387K
|
–
|
–
|
–
|
|
|
1021
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$386K
|
+$3.96K
|
+39
|
+1%
|
|
|
1022
|
Callahan Advisors
Houston,
Texas
|
$385K
|
–
|
–
|
–
|
|
|
1023
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$384K
|
-$9.96K
|
-98
|
-3%
|
|
|
1024
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$384K
|
-$17.2K
|
-169
|
-4%
|
|
|
1025
|
EP Wealth Advisors
Torrance,
California
|
$383K
|
+$1.03M
|
+10,130
|
+208%
|
|
