|
1001
|
Disciplined Investments
Tulsa,
Oklahoma
|
$532K
|
-$16.8K
|
-118
|
-3%
|
|
|
1002
|
Argent Trust Co
Nashville,
Tennessee
|
$532K
|
+$112K
|
+787
|
+28%
|
|
|
1003
|
BlueCrest Capital Management
St Helier,
Jersey
|
$532K
|
+$515K
|
+3,620
|
New
|
|
|
1004
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$529K
|
-$88.6K
|
-623
|
-15%
|
|
|
1005
|
Covenant Asset Management
Chester,
New Jersey
|
$529K
|
–
|
–
|
–
|
|
|
1006
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$528K
|
–
|
–
|
–
|
|
|
1007
|
Arden Trust
Wilmington,
Delaware
|
$525K
|
-$111K
|
-777
|
-18%
|
|
|
1008
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$525K
|
–
|
–
|
–
|
|
|
1009
|
Gradient Investments
Arden Hills,
Minnesota
|
$525K
|
+$242K
|
+1,701
|
+91%
|
|
|
1010
|
Charles Schwab Trust
Henderson,
Nevada
|
$521K
|
+$114K
|
+801
|
+29%
|
|
|
1011
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$515K
|
–
|
–
|
–
|
|
|
1012
|
Madden Advisory Services
Jacksonville,
Florida
|
$515K
|
–
|
–
|
–
|
|
|
1013
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$514K
|
+$497K
|
+3,497
|
New
|
|
|
1014
|
Vivid Financial Management
Orcutt,
California
|
$512K
|
–
|
–
|
–
|
|
|
1015
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$509K
|
+$129K
|
+910
|
+36%
|
|
|
1016
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$508K
|
–
|
–
|
–
|
|
|
1017
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$506K
|
-$4.13K
|
-29
|
-0.8%
|
|
|
1018
|
BCS Wealth Management
Johnson City,
Tennessee
|
$503K
|
–
|
–
|
–
|
|
|
1019
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$502K
|
+$114K
|
+804
|
+31%
|
|
|
1020
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$500K
|
–
|
–
|
–
|
|
|
1021
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$500K
|
-$2.85K
|
-20
|
-0.6%
|
|
|
1022
|
Personal CFO Solutions
Chester,
New Jersey
|
$500K
|
+$569
|
+4
|
+0.1%
|
|
|
1023
|
Howe & Rusling
Rochester,
New York
|
$499K
|
-$86.3K
|
-607
|
-15%
|
|
|
1024
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$499K
|
+$89.8K
|
+631
|
+23%
|
|
|
1025
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$497K
|
-$411K
|
-2,889
|
-46%
|
|
