|
1001
|
Evoke Wealth
Los Angeles,
California
|
$245K
|
+$2.09K
|
+11
|
+0.9%
|
|
|
1002
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$245K
|
-$190
|
-1
|
-0.1%
|
|
|
1003
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$245K
|
+$241K
|
+1,269
|
New
|
|
|
1004
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$244K
|
-$834K
|
-4,396
|
-78%
|
|
|
1005
|
MGO One Seven
Beachwood,
Ohio
|
$244K
|
-$7.59K
|
-40
|
-3%
|
|
|
1006
|
Choreo LLC
Rockford,
Illinois
|
$242K
|
-$24.9K
|
-131
|
-9%
|
|
|
1007
|
Dowling & Yahnke
San Diego,
California
|
$242K
|
+$11.8K
|
+62
|
+5%
|
|
|
1008
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$240K
|
-$7.59K
|
-40
|
-3%
|
|
|
1009
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$240K
|
-$3.04K
|
-16
|
-1%
|
|
|
1010
|
Caprock Group
Boise,
Idaho
|
$239K
|
+$15K
|
+79
|
+7%
|
|
|
1011
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$239K
|
+$235K
|
+1,238
|
New
|
|
|
1012
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$236K
|
–
|
–
|
–
|
|
|
1013
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$236K
|
+$232K
|
+1,221
|
New
|
|
|
1014
|
IHT Wealth Management
Chicago,
Illinois
|
$236K
|
+$232K
|
+1,222
|
New
|
|
|
1015
|
Parthenon LLC
Louisville,
Kentucky
|
$235K
|
–
|
–
|
–
|
|
|
1016
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$235K
|
+$231K
|
+1,219
|
New
|
|
|
1017
|
Jones Financial Companies
Des Peres,
Missouri
|
$234K
|
-$6.07K
|
-32
|
-3%
|
|
|
1018
|
Pillar Pacific Capital Management
Pacifica,
California
|
$234K
|
–
|
–
|
–
|
|
|
1019
|
Level Four Advisory Services
Dallas,
Texas
|
$233K
|
+$226K
|
+1,191
|
New
|
|
|
1020
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$232K
|
–
|
–
|
–
|
|
|
1021
|
Optimal Asset Management
Los Altos,
California
|
$232K
|
+$228K
|
+1,200
|
New
|
|
|
1022
|
Barings
Charlotte,
North Carolina
|
$231K
|
+$16.1K
|
+85
|
+8%
|
|
|
1023
|
Arax Advisory Partners
Denver,
Colorado
|
$230K
|
-$54.3K
|
-286
|
-19%
|
|
|
1024
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$230K
|
-$26.4K
|
-139
|
-10%
|
|
|
1025
|
Vivaldi Capital Management
Chicago,
Illinois
|
$228K
|
-$28.1K
|
-148
|
-11%
|
|
