|
1001
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.19M
|
+$29.1K
|
+1,524
|
+3%
|
|
|
1002
|
Marcum Wealth
Cleveland,
Ohio
|
$1.19M
|
+$45.3K
|
+2,369
|
+4%
|
|
|
1003
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.18M
|
-$21.6K
|
-1,129
|
-2%
|
|
|
1004
|
Financial Engines Advisors
Santa Clara,
California
|
$1.18M
|
+$279K
|
+14,620
|
+31%
|
|
|
1005
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.17M
|
-$54K
|
-2,825
|
-4%
|
|
|
1006
|
Oak Asset Management
Westlake Village,
California
|
$1.17M
|
-$86K
|
-4,500
|
-7%
|
|
|
1007
|
CMG Global Holdings
Plano,
Texas
|
$1.17M
|
-$216K
|
-11,327
|
-16%
|
|
|
1008
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$1.17M
|
+$123K
|
+6,451
|
+12%
|
|
|
1009
|
Clarius Group LLC
Seattle,
Washington
|
$1.17M
|
+$280K
|
+14,633
|
+32%
|
|
|
1010
|
Hodges Capital Management
Dallas,
Texas
|
$1.16M
|
+$47.9K
|
+2,504
|
+4%
|
|
|
1011
|
Jefferies Financial Group
New York
|
$1.16M
|
+$465K
|
+24,307
|
+67%
|
|
|
1012
|
First National Bank of South Miami
South Miami,
Florida
|
$1.16M
|
-$17.5K
|
-914
|
-1%
|
|
|
1013
|
Versor Investments
New York
|
$1.15M
|
+$224K
|
+11,745
|
+24%
|
|
|
1014
|
Bison Wealth
Atlanta,
Georgia
|
$1.15M
|
-$55K
|
-2,880
|
-4%
|
|
|
1015
|
GM Advisory Group
Melville,
New York
|
$1.15M
|
+$37.9K
|
+1,983
|
+3%
|
|
|
1016
|
Karpas Strategies
Litchfield,
Connecticut
|
$1.15M
|
-$30.4K
|
-1,593
|
-3%
|
|
|
1017
|
Charter Research & Investment Group
Southport,
Connecticut
|
$1.14M
|
-$4.3K
|
-225
|
-0.4%
|
|
|
1018
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.14M
|
–
|
–
|
–
|
|
|
1019
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.14M
|
+$270K
|
+14,133
|
+31%
|
|
|
1020
|
PEAK6 Investments
Chicago,
Illinois
|
$1.14M
|
-$1M
|
-52,345
|
-47%
|
|
|
1021
|
Leavell Investment Management
Mobile,
Alabama
|
$1.14M
|
-$43.3K
|
-2,263
|
-4%
|
|
|
1022
|
Stonegate Investment Group
Birmingham,
Alabama
|
$1.14M
|
-$81.7K
|
-4,275
|
-7%
|
|
|
1023
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$1.13M
|
-$1.91K
|
-100
|
-0.2%
|
|
|
1024
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.13M
|
-$157K
|
-8,194
|
-12%
|
|
|
1025
|
Symphony Financial
Houston,
Texas
|
$1.13M
|
+$554
|
+29
|
+0%
|
|
