|
1001
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$203K
|
–
|
–
|
–
|
|
|
1002
|
Millie Capital Management
Walnut Creek,
California
|
$202K
|
+$200K
|
+4,940
|
New
|
|
|
1003
|
Barrett Asset Management
New York
|
$201K
|
+$20.1K
|
+495
|
+11%
|
|
|
1004
|
Williams Jones & Associates
New York
|
$200K
|
+$199K
|
+4,910
|
New
|
|
|
1005
|
Ironwood Financial
Tucson,
Arizona
|
$190K
|
–
|
–
|
–
|
|
|
1006
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$184K
|
+$40.7K
|
+1,003
|
+28%
|
|
|
1007
|
Hefty Wealth Partners
Auburn,
Indiana
|
$181K
|
-$527
|
-13
|
-0.3%
|
|
|
1008
|
MCF Advisors
Covington,
Kentucky
|
$178K
|
-$11.3K
|
-280
|
-6%
|
|
|
1009
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$177K
|
-$43K
|
-1,060
|
-20%
|
|
|
1010
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$175K
|
+$973
|
+24
|
+0.6%
|
|
|
1011
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$171K
|
-$1.74K
|
-43
|
-1%
|
|
|
1012
|
|
$171K
|
–
|
–
|
–
|
|
|
1013
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$159K
|
+$41
|
+1
|
+0%
|
|
|
1014
|
Westwood Holdings Group
Dallas,
Texas
|
$156K
|
+$69.5K
|
+1,715
|
+82%
|
|
|
1015
|
Pacific Center for Financial Services
San Ramon,
California
|
$151K
|
-$86.8K
|
-2,142
|
-37%
|
|
|
1016
|
Versant Capital Management
Phoenix,
Arizona
|
$147K
|
+$42.1K
|
+1,038
|
+40%
|
|
|
1017
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$145K
|
+$137K
|
+3,391
|
New
|
|
|
1018
|
Barnett & Company
Chattanooga,
Tennessee
|
$141K
|
+$93.6K
|
+2,309
|
+203%
|
|
|
1019
|
Welch Group
Birmingham,
Alabama
|
$115K
|
–
|
–
|
–
|
|
|
1020
|
Oakworth Capital
Birmingham,
Alabama
|
$113K
|
-$7.7K
|
-190
|
-6%
|
|
|
1021
|
D'Orazio & Associates
Falls Church,
Virginia
|
$113K
|
+$37.4K
|
+922
|
+50%
|
|
|
1022
|
Security National Trust
Wheeling,
West Virginia
|
$109K
|
–
|
–
|
–
|
|
|
1023
|
Thomas White International
Chicago,
Illinois
|
$103K
|
+$65.6K
|
+1,618
|
+181%
|
|
|
1024
|
YorkBridge Wealth Partners
New York
|
$100K
|
+$37.5K
|
+925
|
+61%
|
|
|
1025
|
Vigilant Capital Management
Portland,
Maine
|
$95K
|
–
|
–
|
–
|
|
