|
1001
|
Modera Wealth Management
Westwood,
New Jersey
|
$572K
|
+$27.5K
|
+400
|
+6%
|
|
|
1002
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$571K
|
-$145K
|
-2,114
|
-22%
|
|
|
1003
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$570K
|
–
|
–
|
–
|
|
|
1004
|
Delta Investment Management
San Francisco,
California
|
$570K
|
+$12.8K
|
+186
|
+3%
|
|
|
1005
|
AllianceBernstein
Nashville,
Tennessee
|
$568K
|
-$20.5K
|
-298
|
-4%
|
|
|
1006
|
Solstein Capital
Menlo Park,
California
|
$566K
|
+$56.7K
|
+824
|
+12%
|
|
|
1007
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$559K
|
+$19.3K
|
+280
|
+4%
|
|
|
1008
|
Advance Capital Management
Southfield,
Michigan
|
$559K
|
-$25.7K
|
-374
|
-5%
|
|
|
1009
|
Sterling Investment Management
Tucson,
Arizona
|
$555K
|
-$29.3K
|
-426
|
-5%
|
|
|
1010
|
Carson Advisory
Athens,
Georgia
|
$555K
|
+$163K
|
+2,368
|
+47%
|
|
|
1011
|
WealthBridge Capital Management
Westerville,
Ohio
|
$552K
|
-$31.4K
|
-456
|
-6%
|
|
|
1012
|
Lodestone Wealth Management
Spokane,
Washington
|
$551K
|
-$69.2K
|
-1,006
|
-12%
|
|
|
1013
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$549K
|
+$147K
|
+2,138
|
+42%
|
|
|
1014
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$548K
|
+$26.8K
|
+390
|
+6%
|
|
|
1015
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$548K
|
-$27.3K
|
-396
|
-5%
|
|
|
1016
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$547K
|
-$4.68K
|
-68
|
-0.9%
|
|
|
1017
|
Community Bank
Dewitt,
New York
|
$547K
|
-$84.1K
|
-1,222
|
-14%
|
|
|
1018
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$546K
|
+$497K
|
+7,226
|
New
|
|
|
1019
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$544K
|
+$495K
|
+7,200
|
New
|
|
|
1020
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$543K
|
-$9.77K
|
-142
|
-2%
|
|
|
1021
|
Sender Company & Partners
New York
|
$542K
|
+$494K
|
+7,184
|
New
|
|
|
1022
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$539K
|
+$826
|
+12
|
+0.2%
|
|
|
1023
|
Investmark Advisory Group
Shelton,
Connecticut
|
$538K
|
-$4.54K
|
-66
|
-0.9%
|
|
|
1024
|
Carret Asset Management
New York
|
$537K
|
-$12.1K
|
-176
|
-2%
|
|
|
1025
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$536K
|
+$1.51K
|
+22
|
+0.3%
|
|
