|
1001
|
Blue Trust Inc
Alpharetta,
Georgia
|
$153K
|
-$163K
|
-467
|
-50%
|
|
|
1002
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$151K
|
+$15.7K
|
+45
|
+13%
|
|
|
1003
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$150K
|
–
|
–
|
–
|
|
|
1004
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$147K
|
+$699
|
+2
|
+0.5%
|
|
|
1005
|
BOK Financial Private Wealth
Denver,
Colorado
|
$146K
|
–
|
–
|
–
|
|
|
1006
|
Winch Advisory Services
Appleton,
Wisconsin
|
$145K
|
+$699
|
+2
|
+0.5%
|
|
|
1007
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$139K
|
–
|
–
|
–
|
|
|
1008
|
Arax Advisory Partners
Denver,
Colorado
|
$139K
|
+$699
|
+2
|
+0.5%
|
|
|
1009
|
HM Payson & Co
Portland,
Maine
|
$136K
|
-$126K
|
-360
|
-50%
|
|
|
1010
|
Creative Financial Designs
Kokomo,
Indiana
|
$134K
|
-$28.7K
|
-82
|
-19%
|
|
|
1011
|
BFSG LLC
Irvine,
California
|
$129K
|
+$119K
|
+341
|
New
|
|
|
1012
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$128K
|
+$87.4K
|
+250
|
+278%
|
|
|
1013
|
Trust Company
Manhattan,
Kansas
|
$127K
|
–
|
–
|
–
|
|
|
1014
|
Private Ocean
San Rafael,
California
|
$124K
|
+$115K
|
+329
|
New
|
|
|
1015
|
Nomura Asset Management
Tokyo,
Japan
|
$124K
|
-$282K
|
-808
|
-71%
|
|
|
1016
|
Tradition Wealth Management
Edina,
Minnesota
|
$123K
|
–
|
–
|
–
|
|
|
1017
|
Stephens Consulting
Flint,
Michigan
|
$123K
|
+$349
|
+1
|
+0.3%
|
|
|
1018
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$121K
|
–
|
–
|
–
|
|
|
1019
|
Abound Wealth Management
Franklin,
Tennessee
|
$117K
|
+$21.3K
|
+61
|
+24%
|
|
|
1020
|
Anchor Investment Management
Columbia,
South Carolina
|
$117K
|
+$2.45K
|
+7
|
+2%
|
|
|
1021
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$114K
|
–
|
–
|
–
|
|
|
1022
|
Sittner & Nelson
Eugene,
Oregon
|
$113K
|
–
|
–
|
–
|
|
|
1023
|
Financial Management Professionals
Austin,
Texas
|
$113K
|
–
|
–
|
–
|
|
|
1024
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$110K
|
+$101K
|
+289
|
New
|
|
|
1025
|
Elevation Wealth Partners
Santa Rosa,
California
|
$108K
|
–
|
–
|
–
|
|
