|
901
|
Two Star Manager
Miami Beach,
Florida
|
$17.9M
|
-$29.7M
|
-53,712
|
-63%
|
|
|
902
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$17.8M
|
+$16.3M
|
+29,498
|
+92%
|
|
|
903
|
Pioneer Trust Bank
Salem,
Oregon
|
$17.8M
|
+$1.72M
|
+3,110
|
+11%
|
|
|
904
|
Henshaw Capital
Woburn,
Massachusetts
|
$17.7M
|
–
|
–
|
–
|
|
|
905
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
$17.6M
|
+$1.92M
|
+3,475
|
+13%
|
|
|
906
|
JCP Investment Management
Houston,
Texas
|
$17.6M
|
–
|
–
|
–
|
|
|
907
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$17.6M
|
+$1.12M
|
+2,025
|
+7%
|
|
|
908
|
Evergreen Capital Management
Bellevue,
Washington
|
$17.5M
|
-$636K
|
-1,150
|
-4%
|
|
|
909
|
Boston Financial Management
Boston,
Massachusetts
|
$17.5M
|
-$561K
|
-1,015
|
-3%
|
|
|
910
|
LifeSteps Financial
Claremont,
California
|
$17.4M
|
-$86.3K
|
-156
|
-0.5%
|
|
|
911
|
Oakworth Capital
Birmingham,
Alabama
|
$17.4M
|
-$3.16M
|
-5,718
|
-16%
|
|
|
912
|
Soltis Investment Advisors
St. George,
Utah
|
$17.4M
|
+$333K
|
+602
|
+2%
|
|
|
913
|
Atomi Financial Group
New York
|
$17.4M
|
+$220K
|
+398
|
+1%
|
|
|
914
|
Wealthgate Family Office
Boulder,
Colorado
|
$17.3M
|
-$1.34M
|
-2,422
|
-7%
|
|
|
915
|
Foguth Wealth Management
Brighton,
Michigan
|
$17.3M
|
-$339K
|
-613
|
-2%
|
|
|
916
|
NBW Capital
Boston,
Massachusetts
|
$17.2M
|
+$1.24M
|
+2,241
|
+8%
|
|
|
917
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$17.2M
|
–
|
–
|
–
|
|
|
918
|
Legal & General Group
London,
United Kingdom
|
$17.2M
|
–
|
–
|
–
|
|
|
919
|
Penobscot Investment Management
Boston,
Massachusetts
|
$17.2M
|
+$231K
|
+417
|
+1%
|
|
|
920
|
Argent Financial Group
Ruston,
Louisiana
|
$17.1M
|
+$16.5M
|
+29,784
|
New
|
|
|
921
|
Tocqueville Asset Management
New York
|
$17.1M
|
+$902K
|
+1,632
|
+6%
|
|
|
922
|
WealthBridge Capital Management
Westerville,
Ohio
|
$17.1M
|
+$93.4K
|
+169
|
+0.6%
|
|
|
923
|
FSC Wealth Advisors
Fishkill,
New York
|
$17M
|
+$406K
|
+735
|
+3%
|
|
|
924
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$17M
|
-$3.01M
|
-5,445
|
-16%
|
|
|
925
|
SEI Investments
Oaks,
Pennsylvania
|
$16.9M
|
-$344K
|
-623
|
-2%
|
|
