|
1001
|
TABR Capital Management
Orange,
California
|
$6.64M
|
+$7.19M
|
+14,151
|
New
|
|
|
1002
|
Eastern Bank
Boston,
Massachusetts
|
$6.61M
|
+$131K
|
+258
|
+2%
|
|
|
1003
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$6.6M
|
+$758K
|
+1,492
|
+12%
|
|
|
1004
|
Martin Capital Advisors
San Antonio,
Texas
|
$6.6M
|
-$422K
|
-830
|
-6%
|
|
|
1005
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$6.58M
|
+$778K
|
+1,532
|
+12%
|
|
|
1006
|
Empirical Finance
Havertown,
Pennsylvania
|
$6.56M
|
-$722K
|
-1,422
|
-9%
|
|
|
1007
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$6.56M
|
-$31K
|
-61
|
-0.4%
|
|
|
1008
|
NWF Advisory Services
Los Angeles,
California
|
$6.55M
|
-$2.44M
|
-4,810
|
-26%
|
|
|
1009
|
Tempus Wealth Planning
Irvine,
California
|
$6.54M
|
+$16.3K
|
+32
|
+0.2%
|
|
|
1010
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$6.54M
|
+$7.08M
|
+13,939
|
New
|
|
|
1011
|
Petix & Botte Financial
La Mesa,
California
|
$6.53M
|
-$321K
|
-632
|
-4%
|
|
|
1012
|
Strategic Financial Concepts
San Antonio,
Texas
|
$6.53M
|
-$824K
|
-1,621
|
-10%
|
|
|
1013
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$6.53M
|
-$137K
|
-270
|
-2%
|
|
|
1014
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$6.5M
|
+$6.99M
|
+13,750
|
+12,168%
|
|
|
1015
|
DSG Capital Advisors
Edina,
Minnesota
|
$6.49M
|
-$6.61K
|
-13
|
-0.1%
|
|
|
1016
|
CenterStar Asset Management
Chicago,
Illinois
|
$6.46M
|
+$4.84M
|
+9,531
|
+226%
|
|
|
1017
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$6.44M
|
+$362K
|
+713
|
+5%
|
|
|
1018
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$6.44M
|
+$937K
|
+1,845
|
+16%
|
|
|
1019
|
Rik Saylor Financial
Fairfield,
Ohio
|
$6.43M
|
+$262K
|
+516
|
+4%
|
|
|
1020
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$6.41M
|
-$15.2K
|
-30
|
-0.2%
|
|
|
1021
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$6.4M
|
-$170K
|
-335
|
-2%
|
|
|
1022
|
Madrid Financial Services
Manhattan Beach,
California
|
$6.36M
|
-$431K
|
-848
|
-6%
|
|
|
1023
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$6.36M
|
-$527K
|
-1,038
|
-7%
|
|
|
1024
|
Lazard Asset Management
New York
|
$6.28M
|
-$631K
|
-1,241
|
-8%
|
|
|
1025
|
May Barnhard Investments
Bethesda,
Maryland
|
$6.28M
|
-$540K
|
-1,063
|
-7%
|
|
