|
1001
|
|
$398K
|
+$408K
|
+9,705
|
New
|
|
|
1002
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$397K
|
-$408K
|
-9,689
|
Closed
|
|
|
1003
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$397K
|
–
|
–
|
–
|
|
|
1004
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$396K
|
-$5.68K
|
-135
|
-1%
|
|
|
1005
|
Fortis Advisors
Wayne,
Pennsylvania
|
$396K
|
–
|
–
|
–
|
|
|
1006
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$393K
|
–
|
–
|
–
|
|
|
1007
|
Altavista Wealth Management
Asheville,
North Carolina
|
$391K
|
-$18.3K
|
-436
|
-4%
|
|
|
1008
|
Neville Rodie & Shaw
New York
|
$388K
|
–
|
–
|
–
|
|
|
1009
|
East Coast Asset Management
Essex,
Massachusetts
|
$387K
|
-$37.7K
|
-897
|
-9%
|
|
|
1010
|
Belpointe Asset Management
Reno,
Nevada
|
$387K
|
+$77.5K
|
+1,841
|
+24%
|
|
|
1011
|
Buckhead Capital Management
Atlanta,
Georgia
|
$385K
|
+$7.11K
|
+169
|
+2%
|
|
|
1012
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$384K
|
+$117K
|
+2,787
|
+42%
|
|
|
1013
|
Hilton Capital Management
Garden City,
New York
|
$383K
|
-$393K
|
-9,350
|
Closed
|
|
|
1014
|
CFO4Life Group
Coppell,
Texas
|
$383K
|
-$152K
|
-3,618
|
-28%
|
|
|
1015
|
Tarbox Family Office
Newport Beach,
California
|
$383K
|
-$29.7K
|
-705
|
-7%
|
|
|
1016
|
Montgomery Investment Management
Rockville,
Maryland
|
$383K
|
–
|
–
|
–
|
|
|
1017
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$383K
|
+$107K
|
+2,547
|
+37%
|
|
|
1018
|
Asset Dedication LLC
San Francisco,
California
|
$382K
|
+$8.88K
|
+211
|
+2%
|
|
|
1019
|
Trust Company
Manhattan,
Kansas
|
$381K
|
+$172K
|
+4,085
|
+79%
|
|
|
1020
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$380K
|
+$11K
|
+261
|
+3%
|
|
|
1021
|
LexAurum Advisors
Overland Park,
Kansas
|
$379K
|
+$165K
|
+3,913
|
+74%
|
|
|
1022
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$378K
|
+$1.77K
|
+42
|
+0.5%
|
|
|
1023
|
Perkins Coie Trust Company
Seattle,
Washington
|
$376K
|
-$12.6K
|
-300
|
-3%
|
|
|
1024
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$374K
|
+$384K
|
+9,120
|
New
|
|
|
1025
|
BSW Wealth Partners
Boulder,
Colorado
|
$372K
|
+$44.8K
|
+1,064
|
+13%
|
|
