|
1001
|
Altavista Wealth Management
Asheville,
North Carolina
|
$776K
|
+$821K
|
+11,761
|
New
|
|
|
1002
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$775K
|
-$629K
|
-9,006
|
-43%
|
|
|
1003
|
Trust Asset Management
Houston,
Texas
|
$768K
|
+$54.2K
|
+777
|
+7%
|
|
|
1004
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$767K
|
+$37.3K
|
+534
|
+5%
|
|
|
1005
|
Level Four Advisory Services
Dallas,
Texas
|
$764K
|
-$172K
|
-2,457
|
-18%
|
|
|
1006
|
Spire Wealth Management
Mclean,
Virginia
|
$763K
|
-$2.58K
|
-37
|
-0.3%
|
|
|
1007
|
William Blair Investment Management
Chicago,
Illinois
|
$759K
|
+$803K
|
+11,496
|
New
|
|
|
1008
|
Independent Financial Group
San Diego,
California
|
$754K
|
+$37.4K
|
+536
|
+5%
|
|
|
1009
|
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
|
$750K
|
-$19.9K
|
-285
|
-2%
|
|
|
1010
|
Maryland Capital Management
Towson,
Maryland
|
$748K
|
-$62.8K
|
-900
|
-7%
|
|
|
1011
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$746K
|
-$115K
|
-1,650
|
-13%
|
|
|
1012
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$746K
|
-$6.56K
|
-94
|
-0.8%
|
|
|
1013
|
Altium Wealth Management
Purchase,
New York
|
$744K
|
+$43.7K
|
+626
|
+6%
|
|
|
1014
|
Texas Capital Bancshares
Dallas,
Texas
|
$742K
|
–
|
–
|
–
|
|
|
1015
|
Valeo Financial Advisors
Carmel,
Indiana
|
$742K
|
+$2.37K
|
+34
|
+0.3%
|
|
|
1016
|
Patten Group
Chattanooga,
Tennessee
|
$738K
|
–
|
–
|
–
|
|
|
1017
|
FDx Advisors
Chicago,
Illinois
|
$735K
|
+$43K
|
+616
|
+6%
|
|
|
1018
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$729K
|
–
|
–
|
–
|
|
|
1019
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$729K
|
–
|
–
|
–
|
|
|
1020
|
Quest Capital Management
Dallas,
Texas
|
$727K
|
+$8.94K
|
+128
|
+1%
|
|
|
1021
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$726K
|
+$93.8K
|
+1,344
|
+14%
|
|
|
1022
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$725K
|
-$5.66K
|
-81
|
-0.7%
|
|
|
1023
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$725K
|
–
|
–
|
–
|
|
|
1024
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$724K
|
+$766K
|
+10,974
|
New
|
|
|
1025
|
Argent Trust Co
Nashville,
Tennessee
|
$721K
|
-$4.82K
|
-69
|
-0.6%
|
|
