|
1001
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$261K
|
+$25.1K
|
+350
|
+11%
|
|
|
1002
|
Weatherly Asset Management
Del Mar,
California
|
$257K
|
–
|
–
|
–
|
|
|
1003
|
Citizens Financial Group
Providence,
Rhode Island
|
$255K
|
-$48.5K
|
-675
|
-17%
|
|
|
1004
|
O'Shares Investment Advisers
Boston,
Massachusetts
|
$255K
|
-$18K
|
-250
|
-7%
|
|
|
1005
|
WhitTier Trust Company
Reno,
Nevada
|
$255K
|
-$5.39K
|
-75
|
-2%
|
|
|
1006
|
Arete Wealth Advisors
Chicago,
Illinois
|
$253K
|
+$242K
|
+3,375
|
New
|
|
|
1007
|
|
$251K
|
–
|
–
|
–
|
|
|
1008
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$249K
|
+$235K
|
+3,275
|
New
|
|
|
1009
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$249K
|
+$239K
|
+3,325
|
New
|
|
|
1010
|
Independence Advisors
Wayne,
Pennsylvania
|
$247K
|
+$7.18K
|
+100
|
+3%
|
|
|
1011
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$247K
|
+$237K
|
+3,300
|
New
|
|
|
1012
|
Vivaldi Capital Management
Chicago,
Illinois
|
$246K
|
–
|
–
|
–
|
|
|
1013
|
Asset Dedication LLC
San Francisco,
California
|
$244K
|
-$3.59K
|
-50
|
-2%
|
|
|
1014
|
Altman Advisors
Chicago,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
1015
|
Guardian Life Insurance
New York
|
$244K
|
–
|
–
|
–
|
|
|
1016
|
1ST Source Bank
South Bend,
Indiana
|
$242K
|
-$88K
|
-1,225
|
-28%
|
|
|
1017
|
Sage Rhino Capital
Menlo Park,
California
|
$240K
|
–
|
–
|
–
|
|
|
1018
|
|
$238K
|
-$5.39K
|
-75
|
-2%
|
|
|
1019
|
IHT Wealth Management
Chicago,
Illinois
|
$238K
|
-$5.39K
|
-75
|
-2%
|
|
|
1020
|
Nomura Holdings
Tokyo,
Japan
|
$237K
|
+$224K
|
+3,125
|
New
|
|
|
1021
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$236K
|
+$221K
|
+3,075
|
+4,100%
|
|
|
1022
|
Bollard Group
Boston,
Massachusetts
|
$234K
|
–
|
–
|
–
|
|
|
1023
|
Tiedemann Advisors
New York
|
$233K
|
-$190K
|
-2,650
|
-46%
|
|
|
1024
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$233K
|
+$223K
|
+3,100
|
New
|
|
|
1025
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$232K
|
-$167K
|
-2,325
|
-43%
|
|
