|
1001
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$2.79M
|
+$945K
|
+19,579
|
+54%
|
|
|
1002
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$2.76M
|
+$934K
|
+19,332
|
+54%
|
|
|
1003
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.76M
|
+$1.03M
|
+21,372
|
+63%
|
|
|
1004
|
Independent Family Office
Albany,
New York
|
$2.76M
|
+$385K
|
+7,974
|
+17%
|
|
|
1005
|
Castle Wealth Management
West Palm Beach,
Florida
|
$2.75M
|
-$56.8K
|
-1,177
|
-2%
|
|
|
1006
|
49 Wealth Management
Austin,
Texas
|
$2.74M
|
+$305K
|
+6,320
|
+13%
|
|
|
1007
|
Caldwell Trust
Venice,
Florida
|
$2.74M
|
+$95.8K
|
+1,984
|
+4%
|
|
|
1008
|
SOL Capital Management
Rockville,
Maryland
|
$2.73M
|
+$188K
|
+3,903
|
+8%
|
|
|
1009
|
|
$2.73M
|
+$103K
|
+2,142
|
+4%
|
|
|
1010
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$2.73M
|
–
|
–
|
–
|
|
|
1011
|
Perennial Investment Advisors
Los Angeles,
California
|
$2.72M
|
+$181K
|
+3,756
|
+7%
|
|
|
1012
|
Windham Capital Management
Boston,
Massachusetts
|
$2.72M
|
-$8.66M
|
-179,410
|
-77%
|
|
|
1013
|
C2C Wealth Management
Scottsdale,
Arizona
|
$2.72M
|
-$4.59K
|
-95
|
-0.2%
|
|
|
1014
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$2.71M
|
+$957K
|
+19,809
|
+58%
|
|
|
1015
|
BTC Capital Management
Des Moines,
Iowa
|
$2.69M
|
+$2.59M
|
+53,551
|
New
|
|
|
1016
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$2.68M
|
+$705K
|
+14,589
|
+38%
|
|
|
1017
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.67M
|
+$246K
|
+5,091
|
+11%
|
|
|
1018
|
Scott Capital Advisors
Portland,
Oregon
|
$2.67M
|
-$950K
|
-19,662
|
-27%
|
|
|
1019
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$2.67M
|
+$662K
|
+13,716
|
+34%
|
|
|
1020
|
Steph & Co
Marinette,
Wisconsin
|
$2.65M
|
+$157K
|
+3,243
|
+7%
|
|
|
1021
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$2.63M
|
-$24.4K
|
-506
|
-1%
|
|
|
1022
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$2.61M
|
+$425K
|
+8,795
|
+20%
|
|
|
1023
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.6M
|
-$16K
|
-332
|
-0.6%
|
|
|
1024
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$2.6M
|
+$47.2K
|
+977
|
+2%
|
|
|
1025
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.6M
|
-$29.7M
|
-614,423
|
-92%
|
|
