|
1101
|
Court Place Advisors
Ellicott City,
Maryland
|
$446K
|
+$5.78K
|
+30
|
+1%
|
|
|
1102
|
HMS Capital Management
Nashville,
Tennessee
|
$441K
|
-$630K
|
-3,273
|
-55%
|
|
|
1103
|
OneAscent Financial Services
Birmingham,
Alabama
|
$438K
|
+$16K
|
+83
|
+3%
|
|
|
1104
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$437K
|
+$407K
|
+2,115
|
+376%
|
|
|
1105
|
Keebeck Wealth Management
Chicago,
Illinois
|
$436K
|
+$216K
|
+1,122
|
+72%
|
|
|
1106
|
Leuthold Group
Minneapolis,
Minnesota
|
$435K
|
-$47.6K
|
-247
|
-8%
|
|
|
1107
|
Realta Investment Advisors
Wilmington,
Delaware
|
$431K
|
-$213K
|
-1,104
|
-29%
|
|
|
1108
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$428K
|
-$101K
|
-525
|
-17%
|
|
|
1109
|
Vivaldi Capital Management
Chicago,
Illinois
|
$428K
|
-$15K
|
-78
|
-3%
|
|
|
1110
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$427K
|
-$286K
|
-1,486
|
-36%
|
|
|
1111
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$427K
|
–
|
–
|
–
|
|
|
1112
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$427K
|
+$6.55K
|
+34
|
+1%
|
|
|
1113
|
Fred Alger Management
New York
|
$426K
|
-$101K
|
-526
|
-17%
|
|
|
1114
|
American Portfolios Advisors
Holbrook,
New York
|
$424K
|
+$52K
|
+270
|
+12%
|
|
|
1115
|
Belpointe Asset Management
Reno,
Nevada
|
$423K
|
-$40.6K
|
-211
|
-8%
|
|
|
1116
|
Peak Asset Management
Louisville,
Colorado
|
$422K
|
+$498K
|
+2,583
|
New
|
|
|
1117
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$421K
|
–
|
–
|
–
|
|
|
1118
|
DSC Advisors
Chicago,
Illinois
|
$420K
|
-$916K
|
-4,756
|
-65%
|
|
|
1119
|
Morse Asset Management
Darien,
Connecticut
|
$420K
|
+$495K
|
+2,570
|
New
|
|
|
1120
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$417K
|
+$29.9K
|
+155
|
+6%
|
|
|
1121
|
Welch Group
Birmingham,
Alabama
|
$416K
|
+$160K
|
+833
|
+49%
|
|
|
1122
|
PAX Financial Group
San Antonio,
Texas
|
$413K
|
+$453K
|
+2,353
|
New
|
|
|
1123
|
Essex Savings Bank
Essex,
Connecticut
|
$411K
|
-$245K
|
-1,274
|
-34%
|
|
|
1124
|
Abbrea Capital
Greenbrae,
California
|
$411K
|
+$71.3K
|
+370
|
+17%
|
|
|
1125
|
Donor Advised Charitable Giving
San Francisco,
California
|
$410K
|
+$2.5K
|
+13
|
+0.5%
|
|
