|
1001
|
Lucia Wealth Services
San Diego,
California
|
$400K
|
-$12.7K
|
-348
|
-3%
|
|
|
1002
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$399K
|
-$67.2K
|
-1,839
|
-15%
|
|
|
1003
|
Coe Capital Management
Highland Park,
Illinois
|
$398K
|
-$1.31M
|
-35,871
|
-78%
|
|
|
1004
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$398K
|
-$79.4K
|
-2,175
|
-17%
|
|
|
1005
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$398K
|
-$4.53K
|
-124
|
-1%
|
|
|
1006
|
Summit Trail Advisors
New York
|
$397K
|
-$4.11M
|
-112,536
|
-92%
|
|
|
1007
|
Lavaca Capital
Houston,
Texas
|
$396K
|
+$372K
|
+10,200
|
New
|
|
|
1008
|
MONECO Advisors
Fairfield,
Connecticut
|
$395K
|
+$34K
|
+932
|
+10%
|
|
|
1009
|
Corient Capital Partners
Newport Beach,
California
|
$393K
|
-$191K
|
-5,233
|
-34%
|
|
|
1010
|
Eagle Global Advisors
Houston,
Texas
|
$392K
|
+$56.4K
|
+1,545
|
+18%
|
|
|
1011
|
Montecito Bank & Trust
Santa Barbara,
California
|
$388K
|
-$16.1K
|
-441
|
-4%
|
|
|
1012
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$387K
|
+$8.36K
|
+229
|
+2%
|
|
|
1013
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$383K
|
-$1.2M
|
-32,832
|
-77%
|
|
|
1014
|
Cable Hill Partners
Portland,
Oregon
|
$376K
|
-$1.28M
|
-34,973
|
-78%
|
|
|
1015
|
GM Advisory Group
Melville,
New York
|
$375K
|
–
|
–
|
–
|
|
|
1016
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$373K
|
-$55.2K
|
-1,513
|
-14%
|
|
|
1017
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$373K
|
–
|
–
|
–
|
|
|
1018
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$371K
|
-$390K
|
-10,692
|
-53%
|
|
|
1019
|
Cobblestone Capital Advisors
Rochester,
New York
|
$369K
|
–
|
–
|
–
|
|
|
1020
|
Optimum Investment Advisors
Chicago,
Illinois
|
$358K
|
-$11.8K
|
-324
|
-3%
|
|
|
1021
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$358K
|
–
|
–
|
–
|
|
|
1022
|
Realta Investment Advisors
Wilmington,
Delaware
|
$357K
|
-$42.4K
|
-1,162
|
-11%
|
|
|
1023
|
Weatherly Asset Management
Del Mar,
California
|
$357K
|
-$4.56K
|
-125
|
-1%
|
|
|
1024
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$357K
|
+$92.5K
|
+2,532
|
+38%
|
|
|
1025
|
Sage Rhino Capital
Menlo Park,
California
|
$355K
|
–
|
–
|
–
|
|
