|
1001
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.41M
|
-$402K
|
-1,296
|
-13%
|
|
|
1002
|
First Foundation Advisors
Irvine,
California
|
$2.39M
|
-$500K
|
-1,612
|
-16%
|
|
|
1003
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$2.39M
|
-$2.57M
|
-8,284
|
-49%
|
|
|
1004
|
Summit Global Investments
Bountiful,
Utah
|
$2.38M
|
-$3.86M
|
-12,442
|
-59%
|
|
|
1005
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$2.38M
|
+$224K
|
+723
|
+9%
|
|
|
1006
|
Tempus Wealth Planning
Irvine,
California
|
$2.37M
|
+$931
|
+3
|
+0%
|
|
|
1007
|
|
$2.36M
|
–
|
–
|
–
|
|
|
1008
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$2.35M
|
+$405K
|
+1,306
|
+18%
|
|
|
1009
|
Laidlaw Wealth Management
New York City,
New York
|
$2.35M
|
-$205K
|
-660
|
-7%
|
|
|
1010
|
Journey Strategic Wealth
Summit,
New Jersey
|
$2.34M
|
+$825K
|
+2,657
|
+47%
|
|
|
1011
|
Executive Wealth Management
Brighton,
Michigan
|
$2.33M
|
-$535K
|
-1,725
|
-17%
|
|
|
1012
|
Welch & Forbes
Boston,
Massachusetts
|
$2.33M
|
-$370K
|
-1,193
|
-13%
|
|
|
1013
|
Moody National Bank Trust Division
Galveston,
Texas
|
$2.31M
|
–
|
–
|
–
|
|
|
1014
|
Bay Colony Advisors
Concord,
Massachusetts
|
$2.31M
|
-$96.5K
|
-311
|
-4%
|
|
|
1015
|
New York State Common Retirement Fund
Albany,
New York
|
$2.31M
|
+$1.59M
|
+5,110
|
+163%
|
|
|
1016
|
Cheviot Value Management
Beverly Hills,
California
|
$2.31M
|
+$56.8K
|
+183
|
+2%
|
|
|
1017
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.31M
|
-$675K
|
-2,175
|
-21%
|
|
|
1018
|
Sunbelt Securities
Houston,
Texas
|
$2.3M
|
+$39.7K
|
+128
|
+2%
|
|
|
1019
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$2.29M
|
-$229K
|
-737
|
-8%
|
|
|
1020
|
Sphera Funds Management
Tel Aviv,
Israel
|
$2.29M
|
+$2.54M
|
+8,186
|
New
|
|
|
1021
|
Stockman Wealth Management
Billings,
Montana
|
$2.29M
|
-$36.3K
|
-117
|
-1%
|
|
|
1022
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.29M
|
-$1.02M
|
-3,277
|
-29%
|
|
|
1023
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$2.29M
|
+$2.53M
|
+8,142
|
New
|
|
|
1024
|
Searle & Co
Greenwich,
Connecticut
|
$2.28M
|
–
|
–
|
–
|
|
|
1025
|
Lion Street Advisors
Austin,
Texas
|
$2.28M
|
+$202K
|
+652
|
+12%
|
|
