|
1001
|
Vontobel Holding
Zurich,
Switzerland
|
$978K
|
+$191K
|
+2,150
|
+27%
|
|
|
1002
|
Tanglewood Wealth Management
Houston,
Texas
|
$976K
|
+$226K
|
+2,536
|
+33%
|
|
|
1003
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$974K
|
-$91.9K
|
-1,032
|
-10%
|
|
|
1004
|
One Capital Management
Westlake Village,
California
|
$973K
|
-$185K
|
-2,080
|
-17%
|
|
|
1005
|
WP Advisors
San Francisco,
California
|
$971K
|
+$1.96K
|
+22
|
+0.2%
|
|
|
1006
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$965K
|
-$405K
|
-4,552
|
-31%
|
|
|
1007
|
Modera Wealth Management
Westwood,
New Jersey
|
$965K
|
-$336K
|
-3,778
|
-27%
|
|
|
1008
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$964K
|
+$73.2K
|
+822
|
+9%
|
|
|
1009
|
United Bank (Virginia)
Vienna,
Virginia
|
$962K
|
–
|
–
|
–
|
|
|
1010
|
Rational Advisors
Huntington,
New York
|
$952K
|
-$1.29M
|
-14,530
|
-59%
|
|
|
1011
|
Wintrust Investments
Chicago,
Illinois
|
$952K
|
+$65.5K
|
+736
|
+8%
|
|
|
1012
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$952K
|
-$730K
|
-8,200
|
-45%
|
|
|
1013
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$948K
|
+$21.2K
|
+238
|
+2%
|
|
|
1014
|
SNS Financial Group
Minneapolis,
Minnesota
|
$944K
|
-$8.72K
|
-98
|
-1%
|
|
|
1015
|
MWA Asset Management
Lexington,
Massachusetts
|
$942K
|
+$15.5K
|
+174
|
+2%
|
|
|
1016
|
Pine Valley Investments
Marlton,
New Jersey
|
$941K
|
+$269K
|
+3,020
|
+45%
|
|
|
1017
|
Nemes Rush Group
Novi,
Michigan
|
$941K
|
-$175K
|
-1,970
|
-17%
|
|
|
1018
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$939K
|
-$89.6K
|
-1,006
|
-9%
|
|
|
1019
|
Goodman Advisory Group
Needham,
Massachusetts
|
$938K
|
+$867K
|
+9,742
|
New
|
|
|
1020
|
HCR Wealth Advisors
Los Angeles,
California
|
$935K
|
+$865K
|
+9,712
|
New
|
|
|
1021
|
Personal CFO Solutions
Chester,
New Jersey
|
$934K
|
-$1.3M
|
-14,568
|
-60%
|
|
|
1022
|
Disciplined Investments
Tulsa,
Oklahoma
|
$933K
|
-$444K
|
-4,984
|
-34%
|
|
|
1023
|
Sterling Investment Management
Tucson,
Arizona
|
$929K
|
+$254K
|
+2,848
|
+42%
|
|
|
1024
|
Wilson & Boucher Capital Management
Moraga,
California
|
$926K
|
+$49K
|
+550
|
+6%
|
|
|
1025
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$925K
|
+$54.1K
|
+608
|
+7%
|
|
