|
1001
|
Lummis Asset Management
Fort Worth,
Texas
|
$3.1M
|
-$74.9K
|
-138
|
-2%
|
|
|
1002
|
Levin Capital Strategies
New York
|
$3.09M
|
+$74.9K
|
+138
|
+2%
|
|
|
1003
|
Anchor Investment Management
Columbia,
South Carolina
|
$3.08M
|
-$128K
|
-235
|
-4%
|
|
|
1004
|
Family Management
New York
|
$3.08M
|
+$3.19M
|
+5,886
|
+1,578%
|
|
|
1005
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$3.07M
|
-$19K
|
-35
|
-0.6%
|
|
|
1006
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$3.06M
|
-$144K
|
-266
|
-4%
|
|
|
1007
|
TCW Group
Los Angeles,
California
|
$3.05M
|
+$148K
|
+273
|
+5%
|
|
|
1008
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.05M
|
-$503K
|
-926
|
-13%
|
|
|
1009
|
Arjuna Capital
Durham,
North Carolina
|
$3.05M
|
-$202K
|
-373
|
-6%
|
|
|
1010
|
Procyon Advisors
Shelton,
Connecticut
|
$3.03M
|
-$113K
|
-208
|
-3%
|
|
|
1011
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.03M
|
+$1.23M
|
+2,259
|
+58%
|
|
|
1012
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$3.01M
|
-$1.08M
|
-1,993
|
-25%
|
|
|
1013
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$3.01M
|
+$154K
|
+284
|
+5%
|
|
|
1014
|
Engineers Gate Manager
New York
|
$2.99M
|
+$3.3M
|
+6,084
|
New
|
|
|
1015
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$2.98M
|
+$134K
|
+246
|
+4%
|
|
|
1016
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.97M
|
-$541K
|
-996
|
-14%
|
|
|
1017
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$2.95M
|
-$308K
|
-567
|
-9%
|
|
|
1018
|
Financial Engines Advisors
Santa Clara,
California
|
$2.95M
|
-$91.7K
|
-169
|
-3%
|
|
|
1019
|
Magnus Financial Group
New York
|
$2.92M
|
+$23.3K
|
+43
|
+0.7%
|
|
|
1020
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$2.91M
|
-$91.7K
|
-169
|
-3%
|
|
|
1021
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$2.91M
|
-$5.43K
|
-10
|
-0.2%
|
|
|
1022
|
Western Wealth Management
Golden,
Colorado
|
$2.91M
|
+$773K
|
+1,424
|
+32%
|
|
|
1023
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$2.9M
|
-$1.1M
|
-2,035
|
-26%
|
|
|
1024
|
Fairtree Asset Management
Bellville, Cape Town,
South Africa
|
$2.9M
|
-$285K
|
-525
|
-8%
|
|
|
1025
|
Eastern Bank
Boston,
Massachusetts
|
$2.9M
|
-$169K
|
-311
|
-5%
|
|
