|
1001
|
Lucia Wealth Services
San Diego,
California
|
$618K
|
+$260K
|
+2,449
|
+80%
|
|
|
1002
|
Founders Capital Management (Texas)
Houston,
Texas
|
$612K
|
–
|
–
|
–
|
|
|
1003
|
Shufro Rose & Co
New York
|
$612K
|
+$161K
|
+1,520
|
+38%
|
|
|
1004
|
Schnieders Capital Management
Pasadena,
California
|
$607K
|
-$61K
|
-575
|
-10%
|
|
|
1005
|
Darwin Wealth Management
Tampa,
Florida
|
$607K
|
+$2.86K
|
+27
|
+0.5%
|
|
|
1006
|
Capstone Investment Advisors
New York
|
$606K
|
-$916K
|
-8,633
|
-61%
|
|
|
1007
|
Providence First Trust
Scottsdale,
Arizona
|
$606K
|
+$1.7K
|
+16
|
+0.3%
|
|
|
1008
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$600K
|
+$74.7K
|
+704
|
+15%
|
|
|
1009
|
SeaCrest Wealth Management
Purchase,
New York
|
$595K
|
-$138K
|
-1,299
|
-20%
|
|
|
1010
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$592K
|
-$6.15K
|
-58
|
-1%
|
|
|
1011
|
Redmond Asset Management
Henrico,
Virginia
|
$589K
|
+$28.7K
|
+271
|
+5%
|
|
|
1012
|
Private Trust Company
Cleveland,
Ohio
|
$587K
|
-$27.7K
|
-261
|
-5%
|
|
|
1013
|
West Branch Capital
Amherst,
Massachusetts
|
$586K
|
-$17.4K
|
-164
|
-3%
|
|
|
1014
|
Trustco Bank (New York)
Albany,
New York
|
$584K
|
-$10.6K
|
-100
|
-2%
|
|
|
1015
|
MA Private Wealth
San Carlos,
California
|
$584K
|
+$554K
|
+5,226
|
New
|
|
|
1016
|
LVW Advisors
Pittsford,
New York
|
$581K
|
+$162K
|
+1,524
|
+41%
|
|
|
1017
|
|
$580K
|
-$159K
|
-1,500
|
-22%
|
|
|
1018
|
Bogart Wealth LLC
Mclean,
Virginia
|
$572K
|
+$27.9K
|
+263
|
+5%
|
|
|
1019
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$571K
|
–
|
–
|
–
|
|
|
1020
|
Kore Private Wealth
New York
|
$571K
|
+$21.2K
|
+200
|
+4%
|
|
|
1021
|
Ingalls & Snyder LLC
New York
|
$570K
|
-$19.3K
|
-182
|
-3%
|
|
|
1022
|
AR Asset Management
West Hollywood,
California
|
$570K
|
–
|
–
|
–
|
|
|
1023
|
Fiduciary Group
Savannah,
Georgia
|
$567K
|
-$120K
|
-1,133
|
-18%
|
|
|
1024
|
Horizon Kinetics Asset Management
New York
|
$566K
|
+$537K
|
+5,068
|
New
|
|
|
1025
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$559K
|
-$450K
|
-4,245
|
-46%
|
|
