|
1001
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$2.65M
|
+$17.1K
|
+100
|
+0.7%
|
|
|
1002
|
Whalerock Point Partners
Providence,
Rhode Island
|
$2.65M
|
–
|
–
|
–
|
|
|
1003
|
Marathon Wealth Advisors
Boston,
Massachusetts
|
$2.65M
|
+$2.9K
|
+17
|
+0.1%
|
|
|
1004
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$2.64M
|
+$482K
|
+2,822
|
+26%
|
|
|
1005
|
Kaizen Financial Strategies
Campbell,
California
|
$2.63M
|
+$86.1K
|
+504
|
+4%
|
|
|
1006
|
Kane Investment Management
Los Gatos,
California
|
$2.63M
|
-$51.6K
|
-302
|
-2%
|
|
|
1007
|
Balyasny Asset Management
Chicago,
Illinois
|
$2.62M
|
+$2.35M
|
+13,768
|
New
|
|
|
1008
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$2.62M
|
–
|
–
|
–
|
|
|
1009
|
Americana Partners
Houston,
Texas
|
$2.61M
|
-$129K
|
-756
|
-5%
|
|
|
1010
|
Argent Trust Co
Nashville,
Tennessee
|
$2.6M
|
-$30.4K
|
-178
|
-1%
|
|
|
1011
|
Henson-Edgewater Management
Avon,
Ohio
|
$2.59M
|
-$101K
|
-590
|
-4%
|
|
|
1012
|
GWN Securities
Palm Beach Gardens,
Florida
|
$2.59M
|
-$306K
|
-1,791
|
-12%
|
|
|
1013
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.57M
|
+$66K
|
+386
|
+3%
|
|
|
1014
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$2.56M
|
–
|
–
|
–
|
|
|
1015
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$2.55M
|
-$4.29M
|
-25,085
|
-65%
|
|
|
1016
|
Equitable Trust
Nashville,
Tennessee
|
$2.54M
|
–
|
–
|
–
|
|
|
1017
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$2.53M
|
-$53.1K
|
-311
|
-2%
|
|
|
1018
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.5M
|
+$35.2K
|
+206
|
+2%
|
|
|
1019
|
IAM Advisory
Easton,
Pennsylvania
|
$2.5M
|
+$91.6K
|
+536
|
+4%
|
|
|
1020
|
Rhodes Investment Advisors
Fort Worth,
Texas
|
$2.5M
|
-$63.9K
|
-374
|
-3%
|
|
|
1021
|
Forefront Wealth Partners
Austin,
Texas
|
$2.49M
|
+$48.5K
|
+284
|
+2%
|
|
|
1022
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$2.49M
|
-$13.7K
|
-80
|
-0.6%
|
|
|
1023
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$2.48M
|
–
|
–
|
–
|
|
|
1024
|
Doliver Advisors
Houston,
Texas
|
$2.47M
|
+$23.9K
|
+140
|
+1%
|
|
|
1025
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$2.47M
|
+$27.9K
|
+163
|
+1%
|
|
