|
1001
|
Pring Turner Capital Group
Alamo,
California
|
$296K
|
+$852K
|
+5,456
|
+324%
|
|
|
1002
|
US Financial Advisors
Braintree,
Massachusetts
|
$296K
|
-$60.1K
|
-385
|
-18%
|
|
|
1003
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$296K
|
+$281K
|
+1,800
|
New
|
|
|
1004
|
Cadence Bank
Tupelo,
Mississippi
|
$295K
|
+$156
|
+1
|
+0.1%
|
|
|
1005
|
Insigneo Advisory Services
Miami,
Florida
|
$295K
|
+$280K
|
+1,795
|
New
|
|
|
1006
|
Clear Investment Research
Alpharetta,
Georgia
|
$293K
|
-$11.1K
|
-71
|
-4%
|
|
|
1007
|
HBW Advisory Services
Simi Valley,
California
|
$293K
|
–
|
–
|
–
|
|
|
1008
|
ProVise Management Group
Clearwater,
Florida
|
$293K
|
-$77.8K
|
-498
|
-22%
|
|
|
1009
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$291K
|
+$277K
|
+1,772
|
New
|
|
|
1010
|
Realta Investment Advisors
Wilmington,
Delaware
|
$287K
|
-$57.8K
|
-370
|
-18%
|
|
|
1011
|
Scotia Capital
Toronto,
Ontario, Canada
|
$286K
|
-$91.6K
|
-586
|
-25%
|
|
|
1012
|
Strategy Asset Managers
Pasadena,
California
|
$280K
|
–
|
–
|
–
|
|
|
1013
|
Solstein Capital
Menlo Park,
California
|
$280K
|
-$17K
|
-109
|
-6%
|
|
|
1014
|
Inspire Advisors
Meridian,
Idaho
|
$280K
|
+$266K
|
+1,701
|
New
|
|
|
1015
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$276K
|
+$263K
|
+1,682
|
New
|
|
|
1016
|
Delta Investment Management
San Francisco,
California
|
$276K
|
+$17.7K
|
+113
|
+7%
|
|
|
1017
|
Fortis Advisors
Wayne,
Pennsylvania
|
$275K
|
+$262K
|
+1,675
|
New
|
|
|
1018
|
Principle Wealth Partners
Madison,
Connecticut
|
$275K
|
+$262K
|
+1,674
|
New
|
|
|
1019
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$273K
|
–
|
–
|
–
|
|
|
1020
|
Klingenstein Fields & Co
New York
|
$272K
|
–
|
–
|
–
|
|
|
1021
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$272K
|
+$259K
|
+1,658
|
New
|
|
|
1022
|
Tolleson Wealth Management
Dallas,
Texas
|
$271K
|
–
|
–
|
–
|
|
|
1023
|
Aspiriant LLC
Los Angeles,
California
|
$270K
|
–
|
–
|
–
|
|
|
1024
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$269K
|
+$256K
|
+1,639
|
New
|
|
|
1025
|
Wealthspire Advisors (New York)
New York
|
$269K
|
+$256K
|
+1,637
|
New
|
|
