|
1851
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$2.04M
|
+$104K
|
+234
|
+5%
|
|
|
1852
|
Burney Company
Reston,
Virginia
|
$2.04M
|
-$447K
|
-1,003
|
-18%
|
|
|
1853
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$2.04M
|
-$4.1M
|
-9,209
|
-67%
|
|
|
1854
|
Morton Capital Management
Calabasas,
California
|
$2.03M
|
+$282K
|
+634
|
+16%
|
|
|
1855
|
Omnia Family Wealth
Aventura,
Florida
|
$2.02M
|
-$41K
|
-92
|
-2%
|
|
|
1856
|
Herbst Group
Westport,
Connecticut
|
$2.02M
|
+$267K
|
+600
|
+15%
|
|
|
1857
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$2.02M
|
-$228K
|
-511
|
-10%
|
|
|
1858
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$2.02M
|
+$18.3K
|
+41
|
+0.9%
|
|
|
1859
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$2.01M
|
-$29.8K
|
-67
|
-1%
|
|
|
1860
|
Arlington Partners
Birmingham,
Alabama
|
$2.01M
|
-$183K
|
-410
|
-8%
|
|
|
1861
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$2.01M
|
-$421K
|
-946
|
-18%
|
|
|
1862
|
Grandfield & Dodd
New York
|
$2.01M
|
+$61.9K
|
+139
|
+3%
|
|
|
1863
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$2.01M
|
+$320K
|
+718
|
+19%
|
|
|
1864
|
Warner Financial
Bethesda,
Maryland
|
$2M
|
+$7.12K
|
+16
|
+0.8%
|
|
|
1865
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$2M
|
-$25.4K
|
-57
|
-1%
|
|
|
1866
|
PFS Investments
Duluth,
Georgia
|
$2M
|
-$861K
|
-1,935
|
-30%
|
|
|
1867
|
HNP Capital
Rochester,
New York
|
$1.99M
|
-$252K
|
-567
|
-11%
|
|
|
1868
|
Vectors Research Management
New York
|
$1.99M
|
-$252K
|
-567
|
-11%
|
|
|
1869
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1.99M
|
–
|
–
|
–
|
|
|
1870
|
Parkside Investments
Deerfield,
Illinois
|
$1.98M
|
-$33.8K
|
-76
|
-2%
|
|
|
1871
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.98M
|
-$57K
|
-128
|
-3%
|
|
|
1872
|
Integrity Advisory
Overland Park,
Kansas
|
$1.98M
|
+$1.95M
|
+4,374
|
New
|
|
|
1873
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$1.97M
|
–
|
–
|
–
|
|
|
1874
|
Petrus Trust Company
Dallas,
Texas
|
$1.97M
|
-$4.82M
|
-10,825
|
-71%
|
|
|
1875
|
Elk River Wealth Management
Denver,
Colorado
|
$1.96M
|
-$1.09M
|
-2,456
|
-36%
|
|
