|
1001
|
Chapin Davis
Baltimore,
Maryland
|
$250K
|
–
|
–
|
–
|
|
|
1002
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$250K
|
–
|
–
|
–
|
|
|
1003
|
Montag & Associates
Atlanta,
Georgia
|
$250K
|
–
|
–
|
–
|
|
|
1004
|
Simplicity Wealth
Summit,
New Jersey
|
$249K
|
-$438K
|
-2,442
|
-62%
|
|
|
1005
|
Peregrine Asset Advisers
Portland,
Oregon
|
$247K
|
-$324K
|
-1,807
|
-55%
|
|
|
1006
|
Synovus Financial
Columbus,
Georgia
|
$247K
|
+$2.51K
|
+14
|
+1%
|
|
|
1007
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$247K
|
+$261K
|
+1,458
|
New
|
|
|
1008
|
Frederick Financial Consultants
Frederick,
Maryland
|
$246K
|
+$261K
|
+1,453
|
New
|
|
|
1009
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$246K
|
-$5.92K
|
-33
|
-2%
|
|
|
1010
|
Court Place Advisors
Ellicott City,
Maryland
|
$244K
|
+$259K
|
+1,443
|
New
|
|
|
1011
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$244K
|
-$20.3K
|
-113
|
-7%
|
|
|
1012
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$244K
|
+$5.38K
|
+30
|
+2%
|
|
|
1013
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$243K
|
+$37.1K
|
+207
|
+17%
|
|
|
1014
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$242K
|
+$256K
|
+1,430
|
New
|
|
|
1015
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$241K
|
–
|
–
|
–
|
|
|
1016
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$239K
|
+$17.9K
|
+100
|
+8%
|
|
|
1017
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$238K
|
+$6.99K
|
+39
|
+3%
|
|
|
1018
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$238K
|
-$12.9K
|
-72
|
-5%
|
|
|
1019
|
iSAM Funds (UK)
London,
United Kingdom
|
$238K
|
+$252K
|
+1,405
|
New
|
|
|
1020
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$237K
|
-$103K
|
-573
|
-29%
|
|
|
1021
|
International Private Wealth Advisors
San Diego,
California
|
$236K
|
+$6.82K
|
+38
|
+3%
|
|
|
1022
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$236K
|
+$250K
|
+1,395
|
New
|
|
|
1023
|
Oppenheimer Asset Management
New York
|
$236K
|
-$1.79M
|
-9,958
|
-88%
|
|
|
1024
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$236K
|
-$288K
|
-1,605
|
-54%
|
|
|
1025
|
Fisher Asset Management
Camas,
Washington
|
$236K
|
+$250K
|
+1,393
|
New
|
|
