|
1001
|
SWMG LLC
Fort Worth,
Texas
|
$1.22M
|
-$183K
|
-1,616
|
-12%
|
|
|
1002
|
Centurion Wealth Management
Mclean,
Virginia
|
$1.21M
|
–
|
–
|
–
|
|
|
1003
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.21M
|
-$1.45M
|
-12,804
|
-52%
|
|
|
1004
|
Bridgewater Advisors
New York
|
$1.21M
|
+$1.31M
|
+11,590
|
New
|
|
|
1005
|
Curi RMB Capital
Chicago,
Illinois
|
$1.21M
|
+$105K
|
+926
|
+9%
|
|
|
1006
|
Forefront Wealth Partners
Austin,
Texas
|
$1.19M
|
+$62.4K
|
+550
|
+5%
|
|
|
1007
|
LPWM LLC
Minneapolis,
Minnesota
|
$1.19M
|
–
|
–
|
–
|
|
|
1008
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.19M
|
+$435K
|
+3,834
|
+50%
|
|
|
1009
|
Howe & Rusling
Rochester,
New York
|
$1.19M
|
+$758K
|
+6,688
|
+138%
|
|
|
1010
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$1.19M
|
+$36.3K
|
+320
|
+3%
|
|
|
1011
|
KPP Advisory Services
Louisville,
Kentucky
|
$1.19M
|
–
|
–
|
–
|
|
|
1012
|
Whitney & Co
Rochester,
New York
|
$1.19M
|
-$102K
|
-902
|
-7%
|
|
|
1013
|
Finward Bancorp
Munster,
Indiana
|
$1.19M
|
+$56.7K
|
+500
|
+5%
|
|
|
1014
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.19M
|
–
|
–
|
–
|
|
|
1015
|
Clarius Group LLC
Seattle,
Washington
|
$1.17M
|
–
|
–
|
–
|
|
|
1016
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.17M
|
+$120K
|
+1,062
|
+10%
|
|
|
1017
|
Howland Capital Management
Boston,
Massachusetts
|
$1.17M
|
-$22K
|
-194
|
-2%
|
|
|
1018
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.16M
|
–
|
–
|
–
|
|
|
1019
|
Becker Capital Management
Portland,
Oregon
|
$1.16M
|
+$1.13K
|
+10
|
+0.1%
|
|
|
1020
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.15M
|
+$150K
|
+1,322
|
+13%
|
|
|
1021
|
Alaethes Wealth
Glenbrook,
Nevada
|
$1.14M
|
-$9.75K
|
-86
|
-0.8%
|
|
|
1022
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.14M
|
+$21.8K
|
+192
|
+2%
|
|
|
1023
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$1.14M
|
-$241K
|
-2,130
|
-16%
|
|
|
1024
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$1.13M
|
+$27K
|
+238
|
+2%
|
|
|
1025
|
Garde Capital
Seattle,
Washington
|
$1.13M
|
+$14.7K
|
+130
|
+1%
|
|
