|
1026
|
American Trust
Lexington,
Kentucky
|
$240K
|
-$29.4K
|
-47
|
-10%
|
|
|
1027
|
Tocqueville Asset Management
New York
|
$240K
|
+$258K
|
+413
|
New
|
|
|
1028
|
Procyon Advisors
Shelton,
Connecticut
|
$239K
|
+$258K
|
+412
|
New
|
|
|
1029
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$239K
|
-$30K
|
-48
|
-10%
|
|
|
1030
|
Symphony Financial
Houston,
Texas
|
$239K
|
+$71.3K
|
+114
|
+38%
|
|
|
1031
|
Parnassus Investments
San Francisco,
California
|
$238K
|
+$21.3K
|
+34
|
+9%
|
|
|
1032
|
Westshore Wealth
Newport Beach,
California
|
$238K
|
+$4.38K
|
+7
|
+2%
|
|
|
1033
|
CoreCap Advisors
Southfield,
Michigan
|
$237K
|
-$237K
|
-379
|
-48%
|
|
|
1034
|
Fiduciary Group
Savannah,
Georgia
|
$235K
|
–
|
–
|
–
|
|
|
1035
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$235K
|
+$253K
|
+405
|
New
|
|
|
1036
|
Goldstein Advisors
Madison,
Wisconsin
|
$234K
|
+$36.3K
|
+58
|
+17%
|
|
|
1037
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$234K
|
+$251K
|
+402
|
New
|
|
|
1038
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$232K
|
–
|
–
|
–
|
|
|
1039
|
Clifford Group
Wayland,
Massachusetts
|
$232K
|
–
|
–
|
–
|
|
|
1040
|
Petix & Botte Financial
La Mesa,
California
|
$232K
|
–
|
–
|
–
|
|
|
1041
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$230K
|
–
|
–
|
–
|
|
|
1042
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$228K
|
+$6.25K
|
+10
|
+3%
|
|
|
1043
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$227K
|
+$244K
|
+391
|
New
|
|
|
1044
|
Diversify Wealth Management
Sandy,
Utah
|
$226K
|
+$264K
|
+423
|
New
|
|
|
1045
|
Versant Capital Management
Phoenix,
Arizona
|
$225K
|
-$203K
|
-325
|
-46%
|
|
|
1046
|
Sage Rhino Capital
Menlo Park,
California
|
$225K
|
-$41.9K
|
-67
|
-15%
|
|
|
1047
|
AGF Management
Toronto,
Ontario, Canada
|
$224K
|
-$149M
|
-237,987
|
-100%
|
|
|
1048
|
Athena Wealth Management
Reno,
Nevada
|
$224K
|
+$241K
|
+386
|
New
|
|
|
1049
|
Avior Wealth Management
Omaha,
Nebraska
|
$224K
|
-$58.1K
|
-93
|
-19%
|
|
|
1050
|
Private Client Services
Louisville,
Kentucky
|
$223K
|
+$5K
|
+8
|
+2%
|
|
