|
1001
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$163K
|
+$58K
|
+300
|
+50%
|
|
|
1002
|
EFG International
Zurich,
|
$163K
|
–
|
–
|
–
|
|
|
1003
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$161K
|
–
|
–
|
–
|
|
|
1004
|
Physician Wealth Advisors
Midvale,
Utah
|
$156K
|
-$132K
|
-682
|
-44%
|
|
|
1005
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$154K
|
-$9.66K
|
-50
|
-6%
|
|
|
1006
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$148K
|
–
|
–
|
–
|
|
|
1007
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$148K
|
-$12K
|
-62
|
-7%
|
|
|
1008
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$146K
|
-$117K
|
-603
|
-43%
|
|
|
1009
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$145K
|
–
|
–
|
–
|
|
|
1010
|
Aventura Private Wealth
Aventura,
Florida
|
$143K
|
+$64.3K
|
+333
|
+73%
|
|
|
1011
|
New Republic Capital
Charlotte,
North Carolina
|
$139K
|
-$21.3K
|
-110
|
-13%
|
|
|
1012
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$136K
|
+$145K
|
+750
|
New
|
|
|
1013
|
WhitTier Trust Company
Reno,
Nevada
|
$134K
|
–
|
–
|
–
|
|
|
1014
|
Caldwell Trust
Venice,
Florida
|
$133K
|
–
|
–
|
–
|
|
|
1015
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$131K
|
+$140K
|
+724
|
New
|
|
|
1016
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$127K
|
–
|
–
|
–
|
|
|
1017
|
Barclays
London,
United Kingdom
|
$127K
|
-$2.91M
|
-15,051
|
-96%
|
|
|
1018
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$119K
|
+$127K
|
+656
|
New
|
|
|
1019
|
American National Bank & Trust
Wichita Falls,
Texas
|
$119K
|
–
|
–
|
–
|
|
|
1020
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$119K
|
–
|
–
|
–
|
|
|
1021
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$118K
|
+$126K
|
+650
|
New
|
|
|
1022
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$113K
|
–
|
–
|
–
|
|
|
1023
|
Greykasell Wealth Strategies
Danville,
California
|
$113K
|
-$33.2K
|
-172
|
-22%
|
|
|
1024
|
Townsend Asset Management
Raleigh,
North Carolina
|
$112K
|
+$1.55K
|
+8
|
+1%
|
|
|
1025
|
BOK Financial
Tulsa,
Oklahoma
|
$111K
|
-$3.48K
|
-18
|
-3%
|
|
