|
1001
|
Inverness Counsel
New York
|
$1.67M
|
-$31.6K
|
-170
|
-2%
|
|
|
1002
|
American National Registered Investment Advisor
Galveston,
Texas
|
$1.65M
|
–
|
–
|
–
|
|
|
1003
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.65M
|
-$24.5K
|
-132
|
-2%
|
|
|
1004
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$1.63M
|
+$877K
|
+4,718
|
+132%
|
|
|
1005
|
Concentric Wealth Management
Lafayette,
California
|
$1.62M
|
-$37.2K
|
-200
|
-2%
|
|
|
1006
|
Manchester Capital Management
Manchester,
Vermont
|
$1.62M
|
+$19.3K
|
+104
|
+1%
|
|
|
1007
|
RFG Advisory
Birmingham,
Alabama
|
$1.61M
|
-$179K
|
-961
|
-11%
|
|
|
1008
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.61M
|
+$41.3K
|
+222
|
+3%
|
|
|
1009
|
|
$1.59M
|
+$1.28M
|
+6,880
|
+570%
|
|
|
1010
|
Belpointe Asset Management
Reno,
Nevada
|
$1.59M
|
+$37.4K
|
+201
|
+3%
|
|
|
1011
|
Levin Capital Strategies
New York
|
$1.59M
|
+$1.5M
|
+8,062
|
New
|
|
|
1012
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$1.59M
|
+$158K
|
+852
|
+12%
|
|
|
1013
|
East Coast Asset Management
Essex,
Massachusetts
|
$1.58M
|
-$194K
|
-1,043
|
-11%
|
|
|
1014
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.57M
|
+$143K
|
+769
|
+11%
|
|
|
1015
|
Oldfather Financial Services
Kearney,
Nebraska
|
$1.57M
|
+$743
|
+4
|
+0.1%
|
|
|
1016
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.56M
|
+$285K
|
+1,533
|
+24%
|
|
|
1017
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.55M
|
+$19.7K
|
+106
|
+1%
|
|
|
1018
|
Loveless Wealth Management
Billings,
Montana
|
$1.55M
|
-$13K
|
-70
|
-0.9%
|
|
|
1019
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$1.55M
|
-$27.3K
|
-147
|
-2%
|
|
|
1020
|
Comerica Securities
Detroit,
Michigan
|
$1.55M
|
-$34.9K
|
-188
|
-2%
|
|
|
1021
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.55M
|
+$55K
|
+296
|
+4%
|
|
|
1022
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$1.55M
|
-$647K
|
-3,484
|
-31%
|
|
|
1023
|
Circle Wealth Management
Summit,
New Jersey
|
$1.54M
|
+$118K
|
+633
|
+9%
|
|
|
1024
|
Corient Capital Partners
Newport Beach,
California
|
$1.54M
|
-$46.8K
|
-252
|
-3%
|
|
|
1025
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.54M
|
+$17.5K
|
+94
|
+1%
|
|
