|
1001
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$221K
|
+$4.27K
|
+10
|
+2%
|
|
|
1002
|
Optimist Retirement Group
Bellevue,
Washington
|
$220K
|
–
|
–
|
–
|
|
|
1003
|
Somerset Trust
Somerset,
Pennsylvania
|
$220K
|
+$220K
|
+515
|
New
|
|
|
1004
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$220K
|
+$5.55K
|
+13
|
+3%
|
|
|
1005
|
KCM Investment Advisors
Greenbrae,
California
|
$220K
|
-$56K
|
-131
|
-20%
|
|
|
1006
|
Diversify Advisory Services
Sandy,
Utah
|
$219K
|
-$12.8K
|
-30
|
-6%
|
|
|
1007
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$218K
|
+$8.54K
|
+20
|
+4%
|
|
|
1008
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$218K
|
-$2.99K
|
-7
|
-1%
|
|
|
1009
|
West Oak Capital
Westlake Village,
California
|
$218K
|
+$72.6K
|
+170
|
+50%
|
|
|
1010
|
Delta Investment Management
San Francisco,
California
|
$218K
|
+$218K
|
+510
|
New
|
|
|
1011
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$216K
|
–
|
–
|
–
|
|
|
1012
|
Moody National Bank Trust Division
Galveston,
Texas
|
$216K
|
–
|
–
|
–
|
|
|
1013
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$214K
|
+$205K
|
+481
|
New
|
|
|
1014
|
Oldfather Financial Services
Kearney,
Nebraska
|
$214K
|
–
|
–
|
–
|
|
|
1015
|
Avior Wealth Management
Omaha,
Nebraska
|
$213K
|
-$23.1K
|
-54
|
-10%
|
|
|
1016
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$213K
|
+$213K
|
+499
|
New
|
|
|
1017
|
Private Client Services
Louisville,
Kentucky
|
$213K
|
+$213K
|
+498
|
New
|
|
|
1018
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$211K
|
–
|
–
|
–
|
|
|
1019
|
EntryPoint Capital
New York
|
$211K
|
+$211K
|
+494
|
New
|
|
|
1020
|
Adero Partners
Pleasanton,
California
|
$209K
|
+$209K
|
+490
|
New
|
|
|
1021
|
Quotient Wealth Partners
Dallas,
Texas
|
$209K
|
+$209K
|
+489
|
New
|
|
|
1022
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$208K
|
–
|
–
|
–
|
|
|
1023
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$207K
|
-$10.9M
|
-25,451
|
-98%
|
|
|
1024
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$206K
|
-$854
|
-2
|
-0.4%
|
|
|
1025
|
Platform Technology Partners
New York
|
$206K
|
+$206K
|
+482
|
New
|
|
