|
1001
|
Annapolis Financial Services
Annapolis,
Maryland
|
$35K
|
–
|
–
|
–
|
|
|
1002
|
Delta Asset Management
Memphis,
Tennessee
|
$35K
|
–
|
–
|
–
|
|
|
1003
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$35K
|
–
|
–
|
–
|
|
|
1004
|
Security National Trust
Wheeling,
West Virginia
|
$35K
|
–
|
–
|
–
|
|
|
1005
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$35K
|
+$6.36K
|
+21
|
+26%
|
|
|
1006
|
Beck Bode LLC
Dedham,
Massachusetts
|
$35K
|
+$30.3K
|
+100
|
New
|
|
|
1007
|
Cutler Group
San Francisco,
California
|
$34K
|
-$56K
|
-185
|
-65%
|
|
|
1008
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$34K
|
+$3.03K
|
+10
|
+11%
|
|
|
1009
|
Catalyst Capital Advisors
Huntington,
New York
|
$32K
|
+$909
|
+3
|
+3%
|
|
|
1010
|
SouthState Corp
Winter Haven,
Florida
|
$32K
|
+$27.9K
|
+92
|
New
|
|
|
1011
|
WealthShield Partners
Cary,
North Carolina
|
$31K
|
+$2.42K
|
+8
|
+10%
|
|
|
1012
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$30.1K
|
+$4.66M
|
+15,380
|
+21%
|
|
|
1013
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$29K
|
–
|
–
|
–
|
|
|
1014
|
Resolute Advisors
San Francisco,
California
|
$29K
|
+$27K
|
+89
|
+159%
|
|
|
1015
|
Private Ocean
San Rafael,
California
|
$28K
|
-$6.06K
|
-20
|
-20%
|
|
|
1016
|
EARNEST Partners
Atlanta,
Georgia
|
$28K
|
–
|
–
|
–
|
|
|
1017
|
Evermay Wealth Management
Arlington,
Virginia
|
$28K
|
+$24.8K
|
+82
|
New
|
|
|
1018
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$27.7K
|
–
|
–
|
–
|
|
|
1019
|
Covington Capital Management
Los Angeles,
California
|
$27K
|
-$909
|
-3
|
-4%
|
|
|
1020
|
Tradition Wealth Management
Edina,
Minnesota
|
$27K
|
–
|
–
|
–
|
|
|
1021
|
Larson Financial Group
St Louis,
Missouri
|
$27K
|
+$23.3K
|
+77
|
New
|
|
|
1022
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$26K
|
–
|
–
|
–
|
|
|
1023
|
Versant Capital Management
Phoenix,
Arizona
|
$26K
|
–
|
–
|
–
|
|
|
1024
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$26K
|
+$10.3K
|
+34
|
+85%
|
|
|
1025
|
Albion Financial Group
Salt Lake City,
Utah
|
$26K
|
+$22.7K
|
+75
|
New
|
|
