|
1001
|
Vanguard Group
Malvern,
Pennsylvania
|
$203K
|
+$196K
|
+509
|
New
|
|
|
1002
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$201K
|
+$102K
|
+266
|
+111%
|
|
|
1003
|
Principle Wealth Partners
Madison,
Connecticut
|
$201K
|
+$195K
|
+505
|
New
|
|
|
1004
|
First Bank & Trust
Brookings,
South Dakota
|
$200K
|
+$194K
|
+504
|
New
|
|
|
1005
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$199K
|
+$193K
|
+500
|
New
|
|
|
1006
|
IFS Advisors
Overland Park,
Kansas
|
$195K
|
–
|
–
|
–
|
|
|
1007
|
Blue Trust Inc
Alpharetta,
Georgia
|
$192K
|
+$9.25K
|
+24
|
+5%
|
|
|
1008
|
Center for Financial Planning
Southfied,
Michigan
|
$188K
|
–
|
–
|
–
|
|
|
1009
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$185K
|
–
|
–
|
–
|
|
|
1010
|
Highline Wealth Partners
Sherman Oaks,
California
|
$184K
|
-$10.8K
|
-28
|
-6%
|
|
|
1011
|
|
$179K
|
–
|
–
|
–
|
|
|
1012
|
HM Payson & Co
Portland,
Maine
|
$175K
|
+$30.8K
|
+80
|
+22%
|
|
|
1013
|
Zions Bancorporation
Salt Lake City,
Utah
|
$173K
|
-$22.3K
|
-58
|
-12%
|
|
|
1014
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$167K
|
–
|
–
|
–
|
|
|
1015
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$166K
|
–
|
–
|
–
|
|
|
1016
|
Fortitude Family Office
Scottsdale,
Arizona
|
$163K
|
+$770
|
+2
|
+0.5%
|
|
|
1017
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$163K
|
–
|
–
|
–
|
|
|
1018
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$159K
|
+$385
|
+1
|
+0.3%
|
|
|
1019
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$156K
|
+$770
|
+2
|
+0.5%
|
|
|
1020
|
|
$156K
|
-$18.9K
|
-49
|
-9%
|
|
|
1021
|
Oakworth Capital
Birmingham,
Alabama
|
$155K
|
-$59.3K
|
-154
|
-28%
|
|
|
1022
|
Rogco LP
Claremore,
Oklahoma
|
$154K
|
+$149K
|
+387
|
New
|
|
|
1023
|
BOK Financial Private Wealth
Denver,
Colorado
|
$154K
|
–
|
–
|
–
|
|
|
1024
|
Winch Advisory Services
Appleton,
Wisconsin
|
$153K
|
–
|
–
|
–
|
|
|
1025
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$149K
|
-$57.8K
|
-150
|
-29%
|
|
