|
1001
|
Duncker Streett & Co
St. Louis,
Missouri
|
$235K
|
–
|
–
|
–
|
|
|
1002
|
Waterloo Capital
Austin,
Texas
|
$235K
|
+$232K
|
+2,874
|
New
|
|
|
1003
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$234K
|
–
|
–
|
–
|
|
|
1004
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$234K
|
–
|
–
|
–
|
|
|
1005
|
Quotient Wealth Partners
Dallas,
Texas
|
$233K
|
+$231K
|
+2,855
|
New
|
|
|
1006
|
Belpointe Asset Management
Reno,
Nevada
|
$233K
|
-$756K
|
-9,360
|
-77%
|
|
|
1007
|
Bell Bank
Fargo,
North Dakota
|
$233K
|
-$1.63M
|
-20,168
|
-88%
|
|
|
1008
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$231K
|
–
|
–
|
–
|
|
|
1009
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$229K
|
–
|
–
|
–
|
|
|
1010
|
Machina Capital
Paris,
France
|
$228K
|
-$1.39M
|
-17,169
|
-86%
|
|
|
1011
|
One Capital Management
Westlake Village,
California
|
$227K
|
+$162
|
+2
|
+0.1%
|
|
|
1012
|
Focus Partners Wealth
Boston,
Massachusetts
|
$227K
|
-$1.85M
|
-22,858
|
-90%
|
|
|
1013
|
Central Trust Company
Jefferson City,
Missouri
|
$226K
|
-$22.2K
|
-275
|
-9%
|
|
|
1014
|
Facet Wealth Inc
Baltimore,
Maryland
|
$225K
|
+$222K
|
+2,753
|
New
|
|
|
1015
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$225K
|
+$222K
|
+2,750
|
New
|
|
|
1016
|
|
$224K
|
–
|
–
|
–
|
|
|
1017
|
Fiduciary Financial Group
San Rafael,
California
|
$223K
|
+$220K
|
+2,729
|
New
|
|
|
1018
|
Erste Asset Management
Vienna,
Austria
|
$223K
|
+$49.5K
|
+613
|
+26%
|
|
|
1019
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$223K
|
+$220K
|
+2,724
|
New
|
|
|
1020
|
Permanent Capital Management
Chicago,
Illinois
|
$222K
|
+$3.55K
|
+44
|
+2%
|
|
|
1021
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$220K
|
+$1.05K
|
+13
|
+0.5%
|
|
|
1022
|
WBI Investments
Red Bank,
New Jersey
|
$220K
|
-$275K
|
-3,404
|
-56%
|
|
|
1023
|
Millington Securities
Red Bank,
New Jersey
|
$220K
|
+$218K
|
+2,694
|
New
|
|
|
1024
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$220K
|
+$217K
|
+2,689
|
New
|
|
|
1025
|
Versant Capital Management
Phoenix,
Arizona
|
$219K
|
-$77.9K
|
-964
|
-26%
|
|
