|
1001
|
WMS Partners
Towson,
Maryland
|
$259K
|
+$7.99K
|
+1,360
|
+3%
|
|
|
1002
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$258K
|
-$9.4K
|
-1,600
|
-3%
|
|
|
1003
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$258K
|
+$705
|
+120
|
+0.3%
|
|
|
1004
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$257K
|
+$259K
|
+44,160
|
+18,400%
|
|
|
1005
|
Elm Advisors
Burlingame,
California
|
$256K
|
-$10.6K
|
-1,800
|
-4%
|
|
|
1006
|
King Wealth Management Group
Naples,
Florida
|
$256K
|
+$260K
|
+44,240
|
New
|
|
|
1007
|
|
$255K
|
–
|
–
|
–
|
|
|
1008
|
Acorn Advisory Capital
New York
|
$255K
|
+$258K
|
+44,000
|
New
|
|
|
1009
|
Creative Financial Designs
Kokomo,
Indiana
|
$253K
|
+$150K
|
+25,480
|
+139%
|
|
|
1010
|
Horizon Kinetics
New York
|
$247K
|
–
|
–
|
–
|
|
|
1011
|
Private Trust Company
Cleveland,
Ohio
|
$247K
|
+$251K
|
+42,680
|
New
|
|
|
1012
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$245K
|
-$7.28K
|
-1,240
|
-3%
|
|
|
1013
|
Inverness Counsel
New York
|
$243K
|
+$247K
|
+42,000
|
New
|
|
|
1014
|
MGO One Seven
Beachwood,
Ohio
|
$242K
|
-$110K
|
-18,720
|
-31%
|
|
|
1015
|
Old National Bancorp
Evansville,
Indiana
|
$242K
|
+$246K
|
+41,840
|
New
|
|
|
1016
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$241K
|
-$1.41K
|
-240
|
-0.6%
|
|
|
1017
|
Capstone Investment Advisors
New York
|
$241K
|
+$244K
|
+41,560
|
New
|
|
|
1018
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$241K
|
+$244K
|
+41,600
|
New
|
|
|
1019
|
Financial Enhancement Group
Anderson,
Indiana
|
$239K
|
+$243K
|
+41,360
|
New
|
|
|
1020
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$237K
|
+$240K
|
+40,880
|
New
|
|
|
1021
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$237K
|
+$240K
|
+40,920
|
New
|
|
|
1022
|
Freestone Capital Holdings
Seattle,
Washington
|
$235K
|
-$92.1K
|
-15,680
|
-28%
|
|
|
1023
|
Huntington National Bank
Columbus,
Ohio
|
$235K
|
+$705
|
+120
|
+0.3%
|
|
|
1024
|
Inspire Investing
Meridian,
Idaho
|
$235K
|
+$15.7K
|
+2,680
|
+7%
|
|
|
1025
|
Park Avenue Securities
New York
|
$235K
|
+$250K
|
+42,520
|
New
|
|
