|
1026
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.2M
|
+$1.13M
|
+30,115
|
New
|
|
|
1027
|
Institute for Wealth Management
Denver,
Colorado
|
$1.2M
|
+$34.4K
|
+913
|
+3%
|
|
|
1028
|
Spirit of America Management Corp
Syosset,
New York
|
$1.2M
|
–
|
–
|
–
|
|
|
1029
|
British Steel Pension Fund
London,
United Kingdom
|
$1.2M
|
-$119K
|
-3,168
|
-10%
|
|
|
1030
|
|
$1.2M
|
+$1.88K
|
+50
|
+0.2%
|
|
|
1031
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1.2M
|
+$97.8K
|
+2,600
|
+10%
|
|
|
1032
|
Prospera Financial Services
Dallas,
Texas
|
$1.2M
|
+$360K
|
+9,564
|
+48%
|
|
|
1033
|
Wolverine Trading
Chicago,
Illinois
|
$1.18M
|
-$3.92M
|
-104,169
|
-78%
|
|
|
1034
|
Comerica Securities
Detroit,
Michigan
|
$1.18M
|
+$120K
|
+3,182
|
+12%
|
|
|
1035
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.18M
|
+$3.2K
|
+85
|
+0.3%
|
|
|
1036
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.18M
|
+$18.1K
|
+480
|
+2%
|
|
|
1037
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.18M
|
+$155K
|
+4,119
|
+16%
|
|
|
1038
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.17M
|
+$49.9K
|
+1,325
|
+5%
|
|
|
1039
|
Inlet Private Wealth
Jupiter,
Florida
|
$1.17M
|
+$117K
|
+3,100
|
+12%
|
|
|
1040
|
Belpointe Asset Management
Reno,
Nevada
|
$1.16M
|
+$500K
|
+13,295
|
+85%
|
|
|
1041
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$1.15M
|
-$226K
|
-6,000
|
-17%
|
|
|
1042
|
Moors & Cabot
Boston,
Massachusetts
|
$1.15M
|
+$5.3K
|
+141
|
+0.5%
|
|
|
1043
|
Beck Mack & Oliver
New York
|
$1.14M
|
+$48.2K
|
+1,280
|
+5%
|
|
|
1044
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.14M
|
+$78.2K
|
+2,077
|
+8%
|
|
|
1045
|
American Assets Investment Management
San Diego,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
1046
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.13M
|
-$4.03K
|
-107
|
-0.4%
|
|
|
1047
|
Asset Dedication LLC
San Francisco,
California
|
$1.13M
|
+$14.5K
|
+386
|
+1%
|
|
|
1048
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.12M
|
+$29.5K
|
+785
|
+3%
|
|
|
1049
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.12M
|
+$66.5K
|
+1,768
|
+7%
|
|
|
1050
|
UMB Bank
Kansas City,
Missouri
|
$1.12M
|
-$306K
|
-8,132
|
-23%
|
|
