|
26
|
Diversified Trust
Memphis,
Tennessee
|
$380K
|
-$13.2K
|
-238
|
-3%
|
|
|
27
|
SVB Wealth
Boston,
Massachusetts
|
$379K
|
-$62.9K
|
-1,129
|
-14%
|
|
|
28
|
Cozad Asset Management
Champaign,
Illinois
|
$339K
|
–
|
–
|
–
|
|
|
29
|
Equitable Trust
Nashville,
Tennessee
|
$328K
|
-$15.3K
|
-275
|
-4%
|
|
|
30
|
1776 Wealth
Atlanta,
Georgia
|
$289K
|
+$289K
|
+5,200
|
New
|
|
|
31
|
Chicago Trust
Grayslake,
Illinois
|
$284K
|
+$284K
|
+5,121
|
New
|
|
|
32
|
Fulton Bank
Lancaster,
Pennsylvania
|
$278K
|
+$278K
|
+5,006
|
New
|
|
|
33
|
GAMMA Investing
Foster City,
California
|
$243K
|
+$58.9K
|
+1,057
|
+32%
|
|
|
34
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$216K
|
+$216K
|
+3,882
|
New
|
|
|
35
|
Spire Wealth Management
Mclean,
Virginia
|
$190K
|
-$56
|
-1
|
-0%
|
|
|
36
|
Huntington National Bank
Columbus,
Ohio
|
$183K
|
-$87.1K
|
-1,563
|
-32%
|
|
|
37
|
Union Investments & Development
Tel Aviv,
Israel
|
$139K
|
-$139K
|
-2,500
|
-50%
|
|
|
38
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$111K
|
–
|
–
|
–
|
|
|
39
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$100K
|
+$100K
|
+1,800
|
New
|
|
|
40
|
Geneos Wealth Management
Englewood,
Colorado
|
$86.3K
|
+$1.11K
|
+20
|
+1%
|
|
|
41
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$57.6K
|
-$292K
|
-5,237
|
-84%
|
|
|
42
|
Main Street Group
Glen Allen,
Virginia
|
$56.4K
|
–
|
–
|
–
|
|
|
43
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$51K
|
+$51K
|
+912
|
New
|
|
|
44
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$43K
|
–
|
–
|
–
|
|
|
45
|
First Horizon Advisors
Memphis,
Tennessee
|
$41.6K
|
+$5.18K
|
+93
|
+14%
|
|
|
46
|
Salomon & Ludwin
Richmond,
Virginia
|
$41.1K
|
–
|
–
|
–
|
|
|
47
|
ORG Partners
Roanoke,
Indiana
|
$22K
|
-$948
|
-17
|
-4%
|
|
|
48
|
Thompson Investment Management
Madison,
Wisconsin
|
$18.1K
|
–
|
–
|
–
|
|
|
49
|
|
$5.94K
|
–
|
–
|
–
|
|
|
50
|
Richardson Financial Services
Medway,
Massachusetts
|
$1.39K
|
+$390
|
+7
|
+39%
|
|