|
1001
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$265K
|
-$141K
|
-266
|
-33%
|
|
|
1002
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$265K
|
+$334K
|
+632
|
New
|
|
|
1003
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$262K
|
-$7.4K
|
-14
|
-3%
|
|
|
1004
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$261K
|
-$5.29K
|
-10
|
-2%
|
|
|
1005
|
Bath Savings Trust
Bath,
Maine
|
$260K
|
+$275K
|
+520
|
New
|
|
|
1006
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$258K
|
-$98.8K
|
-187
|
-27%
|
|
|
1007
|
Credit Agricole
Montrouge Cedex,
France
|
$257K
|
–
|
–
|
–
|
|
|
1008
|
SeaCrest Wealth Management
Purchase,
New York
|
$256K
|
-$1.06K
|
-2
|
-0.4%
|
|
|
1009
|
Smith, Moore & Co
Clayton,
Missouri
|
$256K
|
+$1.06K
|
+2
|
+0.4%
|
|
|
1010
|
Poehling Capital Management
Madison,
Wisconsin
|
$255K
|
-$74K
|
-140
|
-22%
|
|
|
1011
|
Seelaus Asset Management
Chatham,
New Jersey
|
$255K
|
-$23.8K
|
-45
|
-8%
|
|
|
1012
|
1ST Source Bank
South Bend,
Indiana
|
$253K
|
+$16.4K
|
+31
|
+6%
|
|
|
1013
|
Pacific Global Investment Management
Glendale,
California
|
$251K
|
+$29.1K
|
+55
|
+12%
|
|
|
1014
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$250K
|
+$5.29K
|
+10
|
+2%
|
|
|
1015
|
Dynamic Capital Management
St. Helier,
Jersey
|
$250K
|
+$264K
|
+500
|
New
|
|
|
1016
|
Spinnaker Trust
Portland,
Maine
|
$249K
|
–
|
–
|
–
|
|
|
1017
|
Hall Capital Management
Barrington,
Rhode Island
|
$249K
|
+$2.64K
|
+5
|
+1%
|
|
|
1018
|
King Wealth Management Group
Naples,
Florida
|
$249K
|
+$13.2K
|
+25
|
+5%
|
|
|
1019
|
Trust Company
Manhattan,
Kansas
|
$248K
|
-$99.4K
|
-188
|
-27%
|
|
|
1020
|
Beck Mack & Oliver
New York
|
$247K
|
-$10.6K
|
-20
|
-4%
|
|
|
1021
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$247K
|
–
|
–
|
–
|
|
|
1022
|
Circle Wealth Management
Summit,
New Jersey
|
$245K
|
+$528
|
+1
|
+0.2%
|
|
|
1023
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$244K
|
-$28K
|
-53
|
-10%
|
|
|
1024
|
Peak Asset Management
Louisville,
Colorado
|
$244K
|
–
|
–
|
–
|
|
|
1025
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$243K
|
+$193K
|
+366
|
+305%
|
|
