|
1001
|
Adero Partners
Pleasanton,
California
|
$709K
|
–
|
–
|
–
|
|
|
1002
|
Pursue Wealth Partners
Clayton,
California
|
$706K
|
–
|
–
|
–
|
|
|
1003
|
Farmers National Bank
Danville,
Kentucky
|
$703K
|
+$62.7K
|
+1,088
|
+10%
|
|
|
1004
|
Old Port Advisors
Portland,
Maine
|
$702K
|
-$2.3K
|
-40
|
-0.3%
|
|
|
1005
|
Stockman Wealth Management
Billings,
Montana
|
$699K
|
-$100K
|
-1,744
|
-13%
|
|
|
1006
|
|
$696K
|
+$656K
|
+11,392
|
New
|
|
|
1007
|
Waterloo Capital
Austin,
Texas
|
$694K
|
+$655K
|
+11,368
|
New
|
|
|
1008
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$694K
|
-$74.7K
|
-1,296
|
-10%
|
|
|
1009
|
Advisor OS
Chicago,
Illinois
|
$692K
|
+$161K
|
+2,792
|
+33%
|
|
|
1010
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$692K
|
-$2.54K
|
-44
|
-0.4%
|
|
|
1011
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$689K
|
-$333K
|
-5,788
|
-34%
|
|
|
1012
|
Titleist Asset Management
San Antonio,
Texas
|
$688K
|
+$649K
|
+11,260
|
New
|
|
|
1013
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$687K
|
–
|
–
|
–
|
|
|
1014
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$686K
|
–
|
–
|
–
|
|
|
1015
|
Goldstein Advisors
Madison,
Wisconsin
|
$683K
|
-$2.3K
|
-40
|
-0.4%
|
|
|
1016
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$683K
|
-$203K
|
-3,516
|
-24%
|
|
|
1017
|
Carret Asset Management
New York
|
$681K
|
-$10.4K
|
-180
|
-2%
|
|
|
1018
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$681K
|
-$36.2K
|
-628
|
-5%
|
|
|
1019
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$675K
|
-$64.1K
|
-1,112
|
-9%
|
|
|
1020
|
Edgewood Management
Greenwich,
Connecticut
|
$673K
|
-$141M
|
-2,444,204
|
-100%
|
|
|
1021
|
AAF Wealth Management
Westborough,
Massachusetts
|
$673K
|
+$27.2K
|
+472
|
+4%
|
|
|
1022
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$669K
|
+$48.6K
|
+844
|
+8%
|
|
|
1023
|
World Investment Advisors
Santa Barbara,
California
|
$667K
|
+$119K
|
+2,072
|
+23%
|
|
|
1024
|
West Paces Advisors
Atlanta,
Georgia
|
$667K
|
-$68.4K
|
-1,188
|
-10%
|
|
|
1025
|
Column Capital Advisors
Indianapolis,
Indiana
|
$666K
|
–
|
–
|
–
|
|
