|
1026
|
Advisor OS
Chicago,
Illinois
|
$396K
|
+$354K
|
+1,296
|
New
|
|
|
1027
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$394K
|
-$547
|
-2
|
-0.2%
|
|
|
1028
|
Institute for Wealth Management
Denver,
Colorado
|
$392K
|
+$1.64K
|
+6
|
+0.5%
|
|
|
1029
|
Grimes & Company
Westborough,
Massachusetts
|
$388K
|
-$10.7K
|
-39
|
-3%
|
|
|
1030
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$388K
|
+$547
|
+2
|
+0.2%
|
|
|
1031
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$388K
|
+$35K
|
+128
|
+11%
|
|
|
1032
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$388K
|
-$1.09K
|
-4
|
-0.3%
|
|
|
1033
|
AXA Investment Managers
Puteaux,
France
|
$387K
|
+$347K
|
+1,268
|
New
|
|
|
1034
|
NWAM LLC
Mercer Island,
Washington
|
$387K
|
-$273
|
-1
|
-0.1%
|
|
|
1035
|
Optiver Holding
Amsterdam,
Netherlands
|
$386K
|
+$346K
|
+1,265
|
New
|
|
|
1036
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$386K
|
+$345K
|
+1,263
|
New
|
|
|
1037
|
GeoWealth Management
Chicago,
Illinois
|
$386K
|
-$7.11K
|
-26
|
-2%
|
|
|
1038
|
|
$385K
|
+$170K
|
+623
|
+98%
|
|
|
1039
|
Argent Trust Co
Nashville,
Tennessee
|
$385K
|
+$344K
|
+1,260
|
New
|
|
|
1040
|
one8zero8 LLC
Greensboro,
North Carolina
|
$385K
|
–
|
–
|
–
|
|
|
1041
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$381K
|
-$48.7K
|
-178
|
-13%
|
|
|
1042
|
ESL Trust Services
Rochester,
New York
|
$379K
|
–
|
–
|
–
|
|
|
1043
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$379K
|
+$17.2K
|
+63
|
+5%
|
|
|
1044
|
Blue Fin Capital
Warren,
Rhode Island
|
$378K
|
-$32.8K
|
-120
|
-9%
|
|
|
1045
|
Caldwell Trust
Venice,
Florida
|
$375K
|
+$88K
|
+322
|
+36%
|
|
|
1046
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$374K
|
+$113K
|
+414
|
+47%
|
|
|
1047
|
Los Angeles Capital Management
Los Angeles,
California
|
$374K
|
+$84.2K
|
+308
|
+34%
|
|
|
1048
|
Creative Capital Management Investments
San Diego,
California
|
$370K
|
–
|
–
|
–
|
|
|
1049
|
Trust Company of the South
Greensboro,
North Carolina
|
$370K
|
–
|
–
|
–
|
|
|
1050
|
Fiduciary Group
Savannah,
Georgia
|
$366K
|
–
|
–
|
–
|
|
