|
1001
|
|
$253K
|
-$58.3K
|
-585
|
-19%
|
|
|
1002
|
Xcel Wealth Management
Holly Hill,
Florida
|
$253K
|
+$241K
|
+2,416
|
New
|
|
|
1003
|
Argent Trust Co
Nashville,
Tennessee
|
$250K
|
–
|
–
|
–
|
|
|
1004
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$248K
|
-$39.8K
|
-400
|
-14%
|
|
|
1005
|
OneAscent Financial Services
Birmingham,
Alabama
|
$247K
|
-$1.46M
|
-14,611
|
-86%
|
|
|
1006
|
WNY Asset Management
Williamsville,
New York
|
$246K
|
+$1.49K
|
+15
|
+0.6%
|
|
|
1007
|
PUREfi Wealth
Boston,
Massachusetts
|
$245K
|
–
|
–
|
–
|
|
|
1008
|
Calamos Advisors
Naperville,
Illinois
|
$243K
|
+$232K
|
+2,326
|
New
|
|
|
1009
|
KeyBank National Association
Cleveland,
Ohio
|
$242K
|
+$230K
|
+2,313
|
New
|
|
|
1010
|
Gradient Investments
Arden Hills,
Minnesota
|
$241K
|
+$230K
|
+2,307
|
New
|
|
|
1011
|
Regions Financial Corp
Birmingham,
Alabama
|
$240K
|
-$64.2K
|
-645
|
-22%
|
|
|
1012
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$239K
|
+$228K
|
+2,285
|
New
|
|
|
1013
|
Brooklyn Investment Group
Brooklyn,
New York
|
$236K
|
–
|
–
|
–
|
|
|
1014
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$235K
|
–
|
–
|
–
|
|
|
1015
|
Second Line Capital
Metairie,
Louisiana
|
$235K
|
+$2.49K
|
+25
|
+1%
|
|
|
1016
|
Westside Investment Management
Santa Monica,
California
|
$233K
|
+$44.2K
|
+444
|
+25%
|
|
|
1017
|
Choreo LLC
Rockford,
Illinois
|
$231K
|
+$220K
|
+2,212
|
New
|
|
|
1018
|
SlateStone Wealth
Jupiter,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
1019
|
Summitry LLC
Foster City,
California
|
$231K
|
+$220K
|
+2,209
|
New
|
|
|
1020
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$230K
|
+$219K
|
+2,203
|
New
|
|
|
1021
|
Trueblood Wealth Management
Lima,
Ohio
|
$230K
|
+$199
|
+2
|
+0.1%
|
|
|
1022
|
MFA Wealth Services
Thousand Oaks,
California
|
$228K
|
+$299
|
+3
|
+0.1%
|
|
|
1023
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$228K
|
+$218K
|
+2,184
|
New
|
|
|
1024
|
Gemmer Asset Management
Walnut Creek,
California
|
$228K
|
-$9.66K
|
-97
|
-4%
|
|
|
1025
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$228K
|
+$1.99K
|
+20
|
+0.9%
|
|
