|
1001
|
Liberty Wealth Management
Oakland,
California
|
$294K
|
+$218K
|
+2,038
|
New
|
|
|
1002
|
Summit Asset Management
Memphis,
Tennessee
|
$294K
|
–
|
–
|
–
|
|
|
1003
|
First Citizens Financial Corp
Mason City,
Iowa
|
$290K
|
+$290K
|
+2,713
|
New
|
|
|
1004
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$288K
|
-$99.7K
|
-933
|
-26%
|
|
|
1005
|
CRA Financial Services
Northfield,
New Jersey
|
$287K
|
-$10.7K
|
-100
|
-4%
|
|
|
1006
|
WealthOne
Albany,
New York
|
$286K
|
+$534
|
+5
|
+0.2%
|
|
|
1007
|
M Holdings Securities
Portland,
Oregon
|
$285K
|
-$287K
|
-2,687
|
-50%
|
|
|
1008
|
Leavell Investment Management
Mobile,
Alabama
|
$285K
|
+$285K
|
+2,667
|
New
|
|
|
1009
|
Columbia Advisory Partners
Spokane,
Washington
|
$282K
|
-$15.6K
|
-146
|
-5%
|
|
|
1010
|
Verition Fund Management
Greenwich,
Connecticut
|
$282K
|
-$2.23M
|
-20,890
|
-89%
|
|
|
1011
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$281K
|
+$281K
|
+2,632
|
New
|
|
|
1012
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$281K
|
–
|
–
|
–
|
|
|
1013
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$280K
|
-$20.1K
|
-188
|
-7%
|
|
|
1014
|
Affiance Financial
St. Louis Park,
Minnesota
|
$276K
|
–
|
–
|
–
|
|
|
1015
|
Client 1st Advisory Group
Dunedin,
Florida
|
$274K
|
–
|
–
|
–
|
|
|
1016
|
Trinity Financial Advisors
Columbus,
Ohio
|
$272K
|
+$272K
|
+2,546
|
New
|
|
|
1017
|
Catalyst Private Wealth
San Mateo,
California
|
$271K
|
-$668K
|
-6,249
|
-71%
|
|
|
1018
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$270K
|
-$17.9K
|
-167
|
-6%
|
|
|
1019
|
Palumbo Wealth Management
Great Neck,
New York
|
$270K
|
+$641
|
+6
|
+0.2%
|
|
|
1020
|
NWF Advisory Services
Los Angeles,
California
|
$269K
|
–
|
–
|
–
|
|
|
1021
|
Wealthstream Advisors
New York
|
$268K
|
+$269K
|
+2,514
|
New
|
|
|
1022
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$268K
|
-$102K
|
-950
|
-27%
|
|
|
1023
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$267K
|
+$268K
|
+2,505
|
New
|
|
|
1024
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$267K
|
–
|
–
|
–
|
|
|
1025
|
Whitcomb & Hess
Ashland,
Ohio
|
$267K
|
+$3.31K
|
+31
|
+1%
|
|
