|
1001
|
Atlas Brown
Louisville,
Kentucky
|
$305K
|
–
|
–
|
–
|
|
|
1002
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$305K
|
–
|
–
|
–
|
|
|
1003
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$305K
|
+$36.8K
|
+475
|
+14%
|
|
|
1004
|
Ritholtz Wealth Management
New York
|
$304K
|
-$930
|
-12
|
-0.3%
|
|
|
1005
|
Navalign LLC
Encino,
California
|
$304K
|
+$299K
|
+3,857
|
New
|
|
|
1006
|
Dearborn Partners
Chicago,
Illinois
|
$303K
|
-$302K
|
-3,900
|
-50%
|
|
|
1007
|
Old North State Trust
Greensboro,
North Carolina
|
$303K
|
–
|
–
|
–
|
|
|
1008
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$299K
|
-$5.5K
|
-71
|
-2%
|
|
|
1009
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$299K
|
+$1.32K
|
+17
|
+0.4%
|
|
|
1010
|
WealthStone
Columbus,
Ohio
|
$299K
|
+$66.2K
|
+854
|
+29%
|
|
|
1011
|
Venture Visionary Partners
Sylvania,
Ohio
|
$298K
|
+$24.8K
|
+320
|
+9%
|
|
|
1012
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$297K
|
-$486K
|
-6,274
|
-63%
|
|
|
1013
|
Arete Wealth Advisors
Chicago,
Illinois
|
$297K
|
+$22K
|
+284
|
+8%
|
|
|
1014
|
AssetMark Inc
Concord,
California
|
$291K
|
-$27.7M
|
-357,328
|
-99%
|
|
|
1015
|
Occidental Asset Management
Burlingame,
California
|
$291K
|
-$46.5K
|
-600
|
-14%
|
|
|
1016
|
Sand Hill Global Advisors
Palo Alto,
California
|
$291K
|
-$31.8K
|
-410
|
-10%
|
|
|
1017
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$290K
|
+$20.5K
|
+265
|
+8%
|
|
|
1018
|
Fox Run Management
Greenwich,
Connecticut
|
$290K
|
+$286K
|
+3,689
|
New
|
|
|
1019
|
IHT Wealth Management
Chicago,
Illinois
|
$288K
|
-$19.6K
|
-253
|
-6%
|
|
|
1020
|
Riverview Trust Company
Vancouver,
Washington
|
$286K
|
-$19.1K
|
-247
|
-6%
|
|
|
1021
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$286K
|
+$18.2K
|
+235
|
+7%
|
|
|
1022
|
Welch Group
Birmingham,
Alabama
|
$285K
|
+$281K
|
+3,624
|
New
|
|
|
1023
|
Country Club Trust
Kansas City,
Missouri
|
$282K
|
–
|
–
|
–
|
|
|
1024
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$280K
|
-$274K
|
-3,528
|
-50%
|
|
|
1025
|
IFP Advisors
Tampa,
Florida
|
$280K
|
-$3.49K
|
-45
|
-1%
|
|
