|
1001
|
Wedgewood Investors
Erie,
Pennsylvania
|
$302K
|
–
|
–
|
–
|
|
|
1002
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$301K
|
-$20.1M
|
-176,805
|
-99%
|
|
|
1003
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$301K
|
-$1.27M
|
-11,155
|
-81%
|
|
|
1004
|
North Star Investment Management
Chicago,
Illinois
|
$301K
|
+$570
|
+5
|
+0.2%
|
|
|
1005
|
CWA Asset Management Group
Naples,
Florida
|
$300K
|
-$3.58M
|
-31,390
|
-92%
|
|
|
1006
|
Veritable
Wilmington,
Delaware
|
$295K
|
-$17.1K
|
-150
|
-6%
|
|
|
1007
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$295K
|
-$1.14K
|
-10
|
-0.4%
|
|
|
1008
|
OneAscent Financial Services
Birmingham,
Alabama
|
$295K
|
+$291K
|
+2,552
|
New
|
|
|
1009
|
Graypoint LLC
Albany,
New York
|
$293K
|
+$290K
|
+2,545
|
New
|
|
|
1010
|
Silicon Hills Wealth Management
Austin,
Texas
|
$292K
|
+$286K
|
+2,509
|
+11,948%
|
|
|
1011
|
Weatherly Asset Management
Del Mar,
California
|
$291K
|
-$34.2K
|
-300
|
-11%
|
|
|
1012
|
Brown Advisory Securities
Baltimore,
Maryland
|
$290K
|
-$191K
|
-1,677
|
-40%
|
|
|
1013
|
Transcend Capital Advisors
Madison,
New Jersey
|
$290K
|
-$11.4K
|
-100
|
-4%
|
|
|
1014
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$289K
|
–
|
–
|
–
|
|
|
1015
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$288K
|
-$862K
|
-7,565
|
-75%
|
|
|
1016
|
LifePlan Financial Group
Dayton,
Ohio
|
$286K
|
-$42.7K
|
-375
|
-13%
|
|
|
1017
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$286K
|
–
|
–
|
–
|
|
|
1018
|
Brickley Wealth Management
San Mateo,
California
|
$283K
|
-$309K
|
-2,707
|
-52%
|
|
|
1019
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$283K
|
+$38.4K
|
+337
|
+16%
|
|
|
1020
|
Well Done LLC
Holland,
Michigan
|
$277K
|
+$32K
|
+281
|
+13%
|
|
|
1021
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$275K
|
+$14.8K
|
+130
|
+6%
|
|
|
1022
|
Checchi Capital Advisers
Beverly Hills,
California
|
$273K
|
+$18.7K
|
+164
|
+7%
|
|
|
1023
|
Dowling & Yahnke
San Diego,
California
|
$270K
|
-$36.6K
|
-321
|
-12%
|
|
|
1024
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$268K
|
+$57K
|
+500
|
+27%
|
|
|
1025
|
Clear Perspective Advisors
Aurora,
Illinois
|
$267K
|
–
|
–
|
–
|
|
