|
1901
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$4.59M
|
+$33.8K
|
3
|
0.37%
|
Increased
|
|
|
1902
|
Toth Financial Advisory
Leesburg,
Virginia
|
$4.59M
|
+$998K
|
5
|
0.45%
|
Increased
|
|
|
1903
|
ORG Wealth Partners
Dallas,
Texas
|
$4.59M
|
+$915K
|
4
|
0.69%
|
Increased
|
|
|
1904
|
Financial Perspectives
Minneapolis,
Minnesota
|
$4.58M
|
+$660K
|
4
|
1.12%
|
Increased
|
|
|
1905
|
Continuum Advisory
Eagle,
Idaho
|
$4.57M
|
+$279K
|
6
|
0.37%
|
Increased
|
|
|
1906
|
Two Creeks Capital Management
New York
|
$4.56M
|
-$101M
|
2
|
3.27%
|
Reduced
|
|
|
1907
|
Hudson Canyon Capital Management
New York
|
$4.56M
|
-$97.3K
|
2
|
2.44%
|
Reduced
|
|
|
1908
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$4.56M
|
$0
|
1
|
1.4%
|
Maintained
|
|
|
1909
|
|
$4.56M
|
+$973K
|
2
|
0.01%
|
Increased
|
|
|
1910
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$4.56M
|
+$814K
|
3
|
0.38%
|
Increased
|
|
|
1911
|
Goelzer Investment Management
Carmel,
Indiana
|
$4.55M
|
-$337K
|
2
|
0.2%
|
Reduced
|
|
|
1912
|
Vivid Wealth Management
West Des Moines,
Iowa
|
$4.55M
|
+$82.3K
|
1
|
1.6%
|
Increased
|
|
|
1913
|
Yiheng Capital Management
San Francisco,
California
|
$4.54M
|
$0
|
1
|
1.56%
|
Maintained
|
|
|
1914
|
Arta Finance Wealth Management
Mountain View,
California
|
$4.53M
|
+$875K
|
1
|
1.94%
|
Increased
|
|
|
1915
|
Simon Quick Advisors
Morristown,
New Jersey
|
$4.53M
|
+$157K
|
3
|
0.18%
|
Increased
|
|
|
1916
|
Impact Partnership Wealth
Marietta,
Georgia
|
$4.52M
|
+$496K
|
3
|
0.44%
|
Increased
|
|
|
1917
|
Westport Asset Management
Southport,
Connecticut
|
$4.52M
|
$0
|
1
|
1.84%
|
Maintained
|
|
|
1918
|
SLT Holdings
Scottsdale,
Arizona
|
$4.52M
|
+$72.9K
|
4
|
2.82%
|
Increased
|
|
|
1919
|
West Family Investments
Carlsbad,
California
|
$4.51M
|
+$1.13M
|
3
|
1.31%
|
Increased
|
|
|
1920
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$4.51M
|
+$210K
|
3
|
0.21%
|
Increased
|
|
|
1921
|
Asset Advisory Group
Kinnelon,
New Jersey
|
$4.49M
|
$0
|
1
|
1.96%
|
Maintained
|
|
|
1922
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$4.49M
|
+$136K
|
2
|
1%
|
Increased
|
|
|
1923
|
Generation Capital Management
Pittsford,
New York
|
$4.48M
|
+$979K
|
3
|
2.75%
|
Increased
|
|
|
1924
|
Paller Financial Services
Centennial,
Colorado
|
$4.48M
|
+$4.4M
|
1
|
3.35%
|
New
|
|
|
1925
|
Pasadena Private Wealth
Pasadena,
California
|
$4.47M
|
-$603K
|
3
|
0.57%
|
Reduced
|
|