|
1026
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$204K
|
+$189K
|
+890
|
New
|
|
|
1027
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$204K
|
+$200K
|
+941
|
New
|
|
|
1028
|
American National Bank & Trust
Wichita Falls,
Texas
|
$200K
|
-$36.7K
|
-173
|
-17%
|
|
|
1029
|
Continuum Advisory
Eagle,
Idaho
|
$200K
|
+$185K
|
+872
|
New
|
|
|
1030
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$186K
|
+$8.07K
|
+38
|
+5%
|
|
|
1031
|
NBC Securities
Birmingham,
Alabama
|
$184K
|
+$30.6K
|
+144
|
+22%
|
|
|
1032
|
Swiss Re
Zurich,
Switzerland
|
$182K
|
+$150K
|
+705
|
+792%
|
|
|
1033
|
TIAA Wealth Investment Management
New York
|
$174K
|
+$8.49K
|
+40
|
+6%
|
|
|
1034
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$172K
|
-$12.3K
|
-58
|
-7%
|
|
|
1035
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$164K
|
-$83K
|
-391
|
-35%
|
|
|
1036
|
Park Place Capital
Homewood,
Alabama
|
$163K
|
-$63.9K
|
-301
|
-30%
|
|
|
1037
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$161K
|
–
|
–
|
–
|
|
|
1038
|
OneFund LLC
Saint Petersburg,
Florida
|
$160K
|
-$1.7K
|
-8
|
-1%
|
|
|
1039
|
Trust Company
Manhattan,
Kansas
|
$157K
|
-$123K
|
-580
|
-46%
|
|
|
1040
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$147K
|
-$30.8K
|
-145
|
-18%
|
|
|
1041
|
Pflug Koory
Omaha,
Nebraska
|
$147K
|
-$1.7K
|
-8
|
-1%
|
|
|
1042
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$146K
|
-$117K
|
-550
|
-46%
|
|
|
1043
|
United Community Bank
Greenville,
South Carolina
|
$146K
|
+$135K
|
+635
|
+31,750%
|
|
|
1044
|
Acadian Asset Management
Boston,
Massachusetts
|
$146K
|
–
|
–
|
–
|
|
|
1045
|
Key Financial Inc
West Chester,
Pennsylvania
|
$145K
|
–
|
–
|
–
|
|
|
1046
|
Ninety One North America
New York
|
$144K
|
-$120K
|
-565
|
-47%
|
|
|
1047
|
Vestor Capital
Chicago,
Illinois
|
$139K
|
+$163K
|
+766
|
+37%
|
|
|
1048
|
WPG Advisers
Baltimore,
Maryland
|
$138K
|
-$11K
|
-52
|
-8%
|
|
|
1049
|
International Assets Investment Management
Orlando,
Florida
|
$137K
|
+$637
|
+3
|
+0.5%
|
|
|
1050
|
Family Capital Trust
Peabody,
Massachusetts
|
$132K
|
–
|
–
|
–
|
|
