|
1001
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$247K
|
+$578
|
+2
|
+0.2%
|
|
|
1002
|
Elevation Wealth Partners
Santa Rosa,
California
|
$245K
|
-$14.4K
|
-50
|
-5%
|
|
|
1003
|
Jefferies Financial Group
New York
|
$245K
|
+$279K
|
+965
|
New
|
|
|
1004
|
MBE Wealth Management
Tomah,
Wisconsin
|
$243K
|
+$276K
|
+956
|
New
|
|
|
1005
|
Everpar Advisors
Tulsa,
Oklahoma
|
$242K
|
-$57.2K
|
-198
|
-17%
|
|
|
1006
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$242K
|
+$9.25K
|
+32
|
+3%
|
|
|
1007
|
Kesler Norman & Wride
Ogden,
Utah
|
$242K
|
+$274K
|
+948
|
New
|
|
|
1008
|
Gryphon Financial Partners
Columbus,
Ohio
|
$240K
|
-$1.16K
|
-4
|
-0.4%
|
|
|
1009
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$239K
|
-$11K
|
-38
|
-4%
|
|
|
1010
|
Silver Oak Securities
Jackson,
Tennessee
|
$238K
|
+$58.4K
|
+202
|
+28%
|
|
|
1011
|
Legacy Capital Group California
Los Gatos,
California
|
$237K
|
-$1.04M
|
-3,599
|
-79%
|
|
|
1012
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$237K
|
+$269K
|
+932
|
New
|
|
|
1013
|
Monterey Private Wealth
Monterey,
California
|
$236K
|
–
|
–
|
–
|
|
|
1014
|
SVB Wealth
Boston,
Massachusetts
|
$235K
|
-$28K
|
-97
|
-9%
|
|
|
1015
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$235K
|
–
|
–
|
–
|
|
|
1016
|
Lindbrook Capital
Calabasas,
California
|
$235K
|
+$63.9K
|
+221
|
+31%
|
|
|
1017
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$234K
|
+$6.65K
|
+23
|
+3%
|
|
|
1018
|
Diversified Trust
Memphis,
Tennessee
|
$234K
|
+$1.73K
|
+6
|
+0.7%
|
|
|
1019
|
Stiles Financial Services
Edina,
Minnesota
|
$234K
|
+$20.2K
|
+70
|
+8%
|
|
|
1020
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$233K
|
+$13.3K
|
+46
|
+5%
|
|
|
1021
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$233K
|
–
|
–
|
–
|
|
|
1022
|
Central Trust Company
Jefferson City,
Missouri
|
$232K
|
-$216K
|
-746
|
-45%
|
|
|
1023
|
Finivi Inc
Westborough,
Massachusetts
|
$231K
|
+$20.5K
|
+71
|
+8%
|
|
|
1024
|
New Republic Capital
Charlotte,
North Carolina
|
$231K
|
+$46.5K
|
+161
|
+22%
|
|
|
1025
|
Optimize Financial
Laguna Hills,
California
|
$230K
|
+$262K
|
+906
|
New
|
|
