|
1001
|
Family Management
New York
|
$232K
|
+$184K
|
+362
|
New
|
|
|
1002
|
Shoker Investment Counsel
Oxford,
Ohio
|
$232K
|
+$183K
|
+361
|
New
|
|
|
1003
|
LWM Advisors
El Dorado Hills,
California
|
$231K
|
+$183K
|
+361
|
New
|
|
|
1004
|
EdgeRock Capital
Denver,
Colorado
|
$231K
|
+$183K
|
+360
|
New
|
|
|
1005
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$231K
|
+$183K
|
+360
|
New
|
|
|
1006
|
Terra Nova Asset Management
New York
|
$230K
|
+$182K
|
+358
|
New
|
|
|
1007
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$229K
|
+$182K
|
+358
|
New
|
|
|
1008
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$229K
|
-$495K
|
-974
|
-73%
|
|
|
1009
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$229K
|
+$181K
|
+357
|
New
|
|
|
1010
|
Arbor Wealth Management (Arizona)
Tempe,
Arizona
|
$227K
|
+$180K
|
+354
|
New
|
|
|
1011
|
Kestra Investment Management
Austin,
Texas
|
$225K
|
+$178K
|
+351
|
New
|
|
|
1012
|
CRA Financial Services
Northfield,
New Jersey
|
$225K
|
+$178K
|
+351
|
New
|
|
|
1013
|
United Advisor Group
Cincinnati,
Ohio
|
$225K
|
+$178K
|
+351
|
New
|
|
|
1014
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$224K
|
+$178K
|
+350
|
New
|
|
|
1015
|
Fortem Financial Group
Palm Desert,
California
|
$224K
|
+$178K
|
+350
|
New
|
|
|
1016
|
Swisher Financial Concepts
Westerville,
Ohio
|
$223K
|
-$194K
|
-382
|
-52%
|
|
|
1017
|
Canton Hathaway
Providence,
Rhode Island
|
$223K
|
–
|
–
|
–
|
|
|
1018
|
Facet Wealth Inc
Baltimore,
Maryland
|
$222K
|
-$152K
|
-299
|
-46%
|
|
|
1019
|
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
|
$221K
|
-$18.3K
|
-36
|
-9%
|
|
|
1020
|
Ruggaard & Associates
Hudson,
Ohio
|
$221K
|
+$175K
|
+345
|
New
|
|
|
1021
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$221K
|
+$175K
|
+345
|
New
|
|
|
1022
|
Maia Wealth
Denver,
Colorado
|
$220K
|
+$175K
|
+344
|
New
|
|
|
1023
|
Advisor Resource Council
Dallas,
Texas
|
$220K
|
+$192K
|
+379
|
New
|
|
|
1024
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$217K
|
+$172K
|
+339
|
New
|
|
|
1025
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$213K
|
–
|
–
|
–
|
|
