|
1001
|
Angeles Wealth Management
Santa Monica,
California
|
$190K
|
+$179K
|
+1,296
|
New
|
|
|
1002
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$180K
|
–
|
–
|
–
|
|
|
1003
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$178K
|
+$138
|
+1
|
+0.1%
|
|
|
1004
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$176K
|
–
|
–
|
–
|
|
|
1005
|
Hills Bank & Trust
North Liberty,
Iowa
|
$175K
|
-$11.9K
|
-86
|
-7%
|
|
|
1006
|
Certuity
North Palm Beach,
Florida
|
$170K
|
-$57.9K
|
-420
|
-27%
|
|
|
1007
|
BOK Financial Private Wealth
Denver,
Colorado
|
$168K
|
–
|
–
|
–
|
|
|
1008
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$168K
|
–
|
–
|
–
|
|
|
1009
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$167K
|
–
|
–
|
–
|
|
|
1010
|
New Republic Capital
Charlotte,
North Carolina
|
$166K
|
+$135K
|
+983
|
+664%
|
|
|
1011
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$164K
|
–
|
–
|
–
|
|
|
1012
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$163K
|
+$276
|
+2
|
+0.2%
|
|
|
1013
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$162K
|
–
|
–
|
–
|
|
|
1014
|
Biltmore Family Office
Charlotte,
North Carolina
|
$162K
|
–
|
–
|
–
|
|
|
1015
|
Horizon Investments
Charlotte,
North Carolina
|
$161K
|
-$133K
|
-965
|
-47%
|
|
|
1016
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$154K
|
+$2.07K
|
+15
|
+1%
|
|
|
1017
|
Dorato Capital Management
Denver,
Colorado
|
$154K
|
–
|
–
|
–
|
|
|
1018
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$153K
|
+$6.75K
|
+49
|
+5%
|
|
|
1019
|
Ballast Advisors
Woodbury,
Minnesota
|
$151K
|
–
|
–
|
–
|
|
|
1020
|
Tompkins Financial
Ithaca,
New York
|
$150K
|
–
|
–
|
–
|
|
|
1021
|
Oxford Financial Group
Carmel,
Indiana
|
$149K
|
–
|
–
|
–
|
|
|
1022
|
Trust Company
Manhattan,
Kansas
|
$149K
|
–
|
–
|
–
|
|
|
1023
|
Evermay Wealth Management
Arlington,
Virginia
|
$146K
|
–
|
–
|
–
|
|
|
1024
|
Centennial Bank
Conway,
Arkansas
|
$137K
|
-$27.2K
|
-197
|
-17%
|
|
|
1025
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$134K
|
–
|
–
|
–
|
|
