|
1001
|
Investment Partners
New Philadelphia,
Ohio
|
$871K
|
+$10.2K
|
+179
|
+1%
|
|
|
1002
|
Marco Investment Management
Atlanta,
Georgia
|
$870K
|
–
|
–
|
–
|
|
|
1003
|
Client 1st Advisory Group
Dunedin,
Florida
|
$868K
|
+$13.6K
|
+237
|
+1%
|
|
|
1004
|
Trivium Point Advisory
Westport,
Connecticut
|
$867K
|
+$934K
|
+16,330
|
New
|
|
|
1005
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$863K
|
+$20.8K
|
+364
|
+2%
|
|
|
1006
|
Compass Capital Corp
Braintree,
Massachusetts
|
$860K
|
-$1.77M
|
-30,917
|
-69%
|
|
|
1007
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$860K
|
+$926K
|
+16,189
|
New
|
|
|
1008
|
Williams Jones Wealth Management
New York
|
$858K
|
+$29K
|
+508
|
+3%
|
|
|
1009
|
Narus Financial Partners
Salt Lake City,
Utah
|
$858K
|
-$105K
|
-1,845
|
-10%
|
|
|
1010
|
HUB Investment Partners
Austin,
Texas
|
$857K
|
+$88.9K
|
+1,554
|
+11%
|
|
|
1011
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$855K
|
+$46K
|
+804
|
+5%
|
|
|
1012
|
Argyle Capital Partners
Los Angeles,
California
|
$855K
|
+$48.8K
|
+853
|
+6%
|
|
|
1013
|
Invictus Private Wealth
Denver,
Colorado
|
$855K
|
+$58.5K
|
+1,023
|
+7%
|
|
|
1014
|
VPR Management
Houston,
Texas
|
$850K
|
–
|
–
|
–
|
|
|
1015
|
BlueCrest Capital Management
St Helier,
Jersey
|
$846K
|
+$911K
|
+15,937
|
New
|
|
|
1016
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$845K
|
+$910K
|
+15,907
|
New
|
|
|
1017
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$840K
|
+$118K
|
+2,067
|
+15%
|
|
|
1018
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$838K
|
-$200K
|
-3,501
|
-18%
|
|
|
1019
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$837K
|
+$175K
|
+3,063
|
+24%
|
|
|
1020
|
Richardson Financial Services
Medway,
Massachusetts
|
$837K
|
+$901K
|
+15,751
|
New
|
|
|
1021
|
WESPAC Advisors
Orinda,
California
|
$835K
|
-$3M
|
-52,495
|
-77%
|
|
|
1022
|
Asset One Wealth Management
Bellevue,
Washington
|
$834K
|
+$63.5K
|
+1,111
|
+8%
|
|
|
1023
|
Pacific Sun Financial
Los Angeles,
California
|
$834K
|
+$72.4K
|
+1,266
|
+9%
|
|
|
1024
|
MontVue Capital Management
Lynchburg,
Virginia
|
$833K
|
-$35.3K
|
-617
|
-4%
|
|
|
1025
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$833K
|
-$32K
|
-560
|
-3%
|
|
