|
1001
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$253K
|
+$229K
|
+910
|
New
|
|
|
1002
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$252K
|
-$2.01K
|
-8
|
-0.9%
|
|
|
1003
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$250K
|
–
|
–
|
–
|
|
|
1004
|
Waverly Advisors
Birmingham,
Alabama
|
$250K
|
-$33.9K
|
-135
|
-13%
|
|
|
1005
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$250K
|
–
|
–
|
–
|
|
|
1006
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$249K
|
+$225K
|
+896
|
New
|
|
|
1007
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$249K
|
+$36.7K
|
+146
|
+19%
|
|
|
1008
|
Silvia McColl Wealth Management
San Diego,
California
|
$247K
|
+$223K
|
+888
|
New
|
|
|
1009
|
Los Angeles Capital Management
Los Angeles,
California
|
$246K
|
+$222K
|
+885
|
New
|
|
|
1010
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$246K
|
+$222K
|
+884
|
New
|
|
|
1011
|
Astoria Portfolio Advisors
New York
|
$244K
|
-$66.8K
|
-266
|
-24%
|
|
|
1012
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$244K
|
+$221K
|
+879
|
New
|
|
|
1013
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$244K
|
+$220K
|
+876
|
New
|
|
|
1014
|
Journey Strategic Wealth
Summit,
New Jersey
|
$243K
|
+$220K
|
+875
|
New
|
|
|
1015
|
Optivise Advisory Services
Franklin,
Tennessee
|
$242K
|
+$219K
|
+871
|
New
|
|
|
1016
|
1ST Source Bank
South Bend,
Indiana
|
$241K
|
+$218K
|
+866
|
New
|
|
|
1017
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$241K
|
+$218K
|
+866
|
New
|
|
|
1018
|
Vest Financial
Mclean,
Virginia
|
$240K
|
+$217K
|
+863
|
New
|
|
|
1019
|
Bridgewater Advisors
New York
|
$240K
|
+$207K
|
+826
|
New
|
|
|
1020
|
Bath Savings Trust
Bath,
Maine
|
$239K
|
+$216K
|
+859
|
New
|
|
|
1021
|
Longboard Asset Management
Phoenix,
Arizona
|
$239K
|
+$216K
|
+859
|
New
|
|
|
1022
|
Williams Jones Wealth Management
New York
|
$236K
|
+$213K
|
+848
|
New
|
|
|
1023
|
SJS Investment Consulting
Sylvania,
Ohio
|
$236K
|
+$251
|
+1
|
+0.1%
|
|
|
1024
|
Edgestream Partners
Princeton,
New Jersey
|
$235K
|
-$4.74M
|
-18,889
|
-96%
|
|
|
1025
|
Grove Bank & Trust
Miami,
Florida
|
$234K
|
+$185K
|
+737
|
+695%
|
|
