|
1001
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$1.6M
|
+$716K
|
+20,778
|
+91%
|
|
|
1002
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.6M
|
-$10.3K
|
-300
|
-0.7%
|
|
|
1003
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$1.59M
|
-$17.3K
|
-501
|
-1%
|
|
|
1004
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.59M
|
+$386K
|
+11,199
|
+35%
|
|
|
1005
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.59M
|
-$153K
|
-4,428
|
-9%
|
|
|
1006
|
Douglass Winthrop Advisors
New York
|
$1.58M
|
-$1.04M
|
-30,300
|
-41%
|
|
|
1007
|
American National Registered Investment Advisor
Galveston,
Texas
|
$1.58M
|
–
|
–
|
–
|
|
|
1008
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.58M
|
-$38.5K
|
-1,116
|
-3%
|
|
|
1009
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$1.58M
|
+$139K
|
+4,044
|
+10%
|
|
|
1010
|
RBC Europe
London,
United Kingdom
|
$1.58M
|
-$2.69K
|
-78
|
-0.2%
|
|
|
1011
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.57M
|
-$26.8K
|
-777
|
-2%
|
|
|
1012
|
Rice Partnership
Honolulu,
Hawaii
|
$1.57M
|
+$1.47M
|
+42,708
|
New
|
|
|
1013
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$1.56M
|
+$269K
|
+7,812
|
+23%
|
|
|
1014
|
Telemus Capital
Southfield,
Michigan
|
$1.56M
|
-$213K
|
-6,183
|
-12%
|
|
|
1015
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.55M
|
+$72.4K
|
+2,100
|
+5%
|
|
|
1016
|
Gables Capital Management
Miami,
Florida
|
$1.55M
|
-$62K
|
-1,800
|
-4%
|
|
|
1017
|
Holt Capital Partners
Fort Worth,
Texas
|
$1.55M
|
-$10.3K
|
-300
|
-0.7%
|
|
|
1018
|
Smith Capital Management
Little Rock,
Arkansas
|
$1.55M
|
+$20.7K
|
+600
|
+1%
|
|
|
1019
|
Rock Creek Group
Washington,
District of Columbia
|
$1.55M
|
-$47.4K
|
-1,374
|
-3%
|
|
|
1020
|
AssetMark Inc
Concord,
California
|
$1.54M
|
+$137K
|
+3,969
|
+10%
|
|
|
1021
|
Weatherly Asset Management
Del Mar,
California
|
$1.54M
|
-$4.03K
|
-117
|
-0.3%
|
|
|
1022
|
Unison Advisors
Washington,
District of Columbia
|
$1.53M
|
+$7.44K
|
+216
|
+0.5%
|
|
|
1023
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.53M
|
+$36.2K
|
+1,050
|
+3%
|
|
|
1024
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.53M
|
+$65.2K
|
+1,893
|
+5%
|
|
|
1025
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$1.53M
|
-$36.2K
|
-1,050
|
-2%
|
|
