|
1001
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$581K
|
–
|
–
|
–
|
|
|
1002
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$580K
|
-$13.5K
|
-254
|
-2%
|
|
|
1003
|
Fayez Sarofim & Co
Houston,
Texas
|
$578K
|
–
|
–
|
–
|
|
|
1004
|
NVWM LLC
Yardley,
Pennsylvania
|
$574K
|
+$2.07K
|
+39
|
+0.4%
|
|
|
1005
|
Marco Investment Management
Atlanta,
Georgia
|
$570K
|
+$6.78K
|
+128
|
+1%
|
|
|
1006
|
Resource Management
Metairie,
Louisiana
|
$568K
|
–
|
–
|
–
|
|
|
1007
|
Trust Company of Toledo
Holland,
Ohio
|
$566K
|
–
|
–
|
–
|
|
|
1008
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$563K
|
-$10.6K
|
-200
|
-2%
|
|
|
1009
|
Comerica Securities
Detroit,
Michigan
|
$556K
|
+$22K
|
+416
|
+4%
|
|
|
1010
|
BTR Capital Management
Oakland,
California
|
$555K
|
-$26.5K
|
-500
|
-5%
|
|
|
1011
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$554K
|
–
|
–
|
–
|
|
|
1012
|
Opus Capital Group
Cincinnati,
Ohio
|
$550K
|
+$193K
|
+3,635
|
+54%
|
|
|
1013
|
Washington Trust
Westerly,
Rhode Island
|
$549K
|
-$5.95M
|
-112,377
|
-92%
|
|
|
1014
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$549K
|
-$67K
|
-1,265
|
-11%
|
|
|
1015
|
First Horizon Advisors
Memphis,
Tennessee
|
$548K
|
-$28.6K
|
-539
|
-5%
|
|
|
1016
|
Bogart Wealth LLC
Mclean,
Virginia
|
$548K
|
+$48.8K
|
+921
|
+10%
|
|
|
1017
|
Henshaw Capital
Woburn,
Massachusetts
|
$545K
|
+$3.18K
|
+60
|
+0.6%
|
|
|
1018
|
Winthrop Partners - WNY
Buffalo,
New York
|
$544K
|
+$15.9K
|
+300
|
+3%
|
|
|
1019
|
Valeo Financial Advisors
Carmel,
Indiana
|
$541K
|
-$24.9K
|
-470
|
-4%
|
|
|
1020
|
DC Investments Management
Mclean,
Virginia
|
$538K
|
-$6.04K
|
-114
|
-1%
|
|
|
1021
|
Zebra Capital Management
Stamford,
Connecticut
|
$538K
|
+$540K
|
+10,186
|
New
|
|
|
1022
|
WorldQuant Millennium Advisors
New York
|
$537K
|
+$18.1K
|
+341
|
+3%
|
|
|
1023
|
Central Bank & Trust
Lexington,
Kentucky
|
$532K
|
-$158K
|
-2,978
|
-23%
|
|
|
1024
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$532K
|
+$51.1K
|
+964
|
+11%
|
|
|
1025
|
YorkBridge Wealth Partners
New York
|
$529K
|
-$3.18K
|
-60
|
-0.6%
|
|
