|
1001
|
Delta Investment Management
San Francisco,
California
|
$429K
|
+$430K
|
+10,490
|
New
|
|
|
1002
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$427K
|
-$157K
|
-3,830
|
-27%
|
|
|
1003
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$427K
|
–
|
–
|
–
|
|
|
1004
|
MONECO Advisors
Fairfield,
Connecticut
|
$426K
|
+$9.72K
|
+237
|
+2%
|
|
|
1005
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$426K
|
+$427K
|
+10,406
|
New
|
|
|
1006
|
WealthSource Partners
San Luis Obispo,
California
|
$423K
|
-$81.6K
|
-1,988
|
-16%
|
|
|
1007
|
Silvercrest Asset Management
New York
|
$422K
|
-$107K
|
-2,600
|
-20%
|
|
|
1008
|
Moody National Bank Trust Division
Galveston,
Texas
|
$420K
|
-$34.3K
|
-836
|
-8%
|
|
|
1009
|
Coe Capital Management
Highland Park,
Illinois
|
$420K
|
–
|
–
|
–
|
|
|
1010
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$420K
|
–
|
–
|
–
|
|
|
1011
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$420K
|
+$94.6K
|
+2,305
|
+29%
|
|
|
1012
|
Cobblestone Capital Advisors
Rochester,
New York
|
$418K
|
+$28.8K
|
+702
|
+7%
|
|
|
1013
|
Peak Financial Management
Wellesley,
Massachusetts
|
$418K
|
+$419K
|
+10,218
|
New
|
|
|
1014
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$413K
|
-$278K
|
-6,773
|
-40%
|
|
|
1015
|
Eagle Global Advisors
Houston,
Texas
|
$413K
|
–
|
–
|
–
|
|
|
1016
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$413K
|
+$26.9K
|
+655
|
+7%
|
|
|
1017
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$412K
|
-$48.1K
|
-1,173
|
-10%
|
|
|
1018
|
Center for Financial Planning
Southfied,
Michigan
|
$411K
|
-$16.5K
|
-403
|
-4%
|
|
|
1019
|
|
$409K
|
-$39.6M
|
-964,230
|
-99%
|
|
|
1020
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$409K
|
+$352K
|
+8,576
|
+604%
|
|
|
1021
|
|
$408K
|
+$53.4K
|
+1,301
|
+15%
|
|
|
1022
|
Americana Partners
Houston,
Texas
|
$403K
|
-$37.3K
|
-909
|
-8%
|
|
|
1023
|
Aries Wealth Management
Portland,
Maine
|
$403K
|
+$139K
|
+3,400
|
+53%
|
|
|
1024
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$402K
|
-$19.3K
|
-470
|
-5%
|
|
|
1025
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$402K
|
-$5.79K
|
-141
|
-1%
|
|
