|
1001
|
9258 Wealth Management
Blue Ash,
Ohio
|
$633K
|
+$52.8K
|
+873
|
+8%
|
|
|
1002
|
Symmetry Partners
Glastonbury,
Connecticut
|
$625K
|
+$108K
|
+1,780
|
+19%
|
|
|
1003
|
High Pines Wealth Management
Duxbury,
Massachusetts
|
$624K
|
-$471K
|
-7,785
|
-41%
|
|
|
1004
|
|
$623K
|
-$34.6K
|
-572
|
-5%
|
|
|
1005
|
Patton Fund Management
Dallas,
Texas
|
$622K
|
-$469K
|
-7,753
|
-41%
|
|
|
1006
|
Montag & Caldwell
Atlanta,
Georgia
|
$622K
|
+$327K
|
+5,400
|
+94%
|
|
|
1007
|
ETF Managers Group
Summit,
New Jersey
|
$621K
|
-$233K
|
-3,846
|
-26%
|
|
|
1008
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$620K
|
+$2.84K
|
+47
|
+0.4%
|
|
|
1009
|
Warther Private Wealth
Akron,
Ohio
|
$619K
|
-$360K
|
-5,946
|
-35%
|
|
|
1010
|
Pitti Group Wealth Management
Victor,
New York
|
$619K
|
-$5.2K
|
-86
|
-0.8%
|
|
|
1011
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$615K
|
-$25.3K
|
-418
|
-4%
|
|
|
1012
|
Oakworth Capital
Birmingham,
Alabama
|
$612K
|
–
|
–
|
–
|
|
|
1013
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$612K
|
+$16.1K
|
+266
|
+2%
|
|
|
1014
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$611K
|
-$11.8K
|
-195
|
-2%
|
|
|
1015
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$611K
|
–
|
–
|
–
|
|
|
1016
|
Berkeley Inc
Boise,
Idaho
|
$603K
|
-$113K
|
-1,865
|
-15%
|
|
|
1017
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$598K
|
–
|
–
|
–
|
|
|
1018
|
Pitcairn
Conshohocken,
Pennsylvania
|
$598K
|
+$19.9K
|
+328
|
+3%
|
|
|
1019
|
Annapolis Financial Services
Annapolis,
Maryland
|
$595K
|
–
|
–
|
–
|
|
|
1020
|
Mill Capital Management
Concord,
North Carolina
|
$592K
|
-$978K
|
-16,150
|
-60%
|
|
|
1021
|
Belpointe Asset Management
Reno,
Nevada
|
$592K
|
-$91.4K
|
-1,510
|
-12%
|
|
|
1022
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$591K
|
–
|
–
|
–
|
|
|
1023
|
SFMG Wealth Advisors
Plano,
Texas
|
$591K
|
+$110K
|
+1,822
|
+21%
|
|
|
1024
|
C WorldWide Group
Copenhagen,
Denmark
|
$590K
|
–
|
–
|
–
|
|
|
1025
|
Smith, Moore & Co
Clayton,
Missouri
|
$588K
|
+$85.3K
|
+1,409
|
+15%
|
|
