|
1001
|
SimplyRich
Carlsbad,
California
|
$328K
|
–
|
–
|
–
|
|
|
1002
|
Central Trust Company
Jefferson City,
Missouri
|
$325K
|
+$33.4K
|
+447
|
+11%
|
|
|
1003
|
Belpointe Asset Management
Reno,
Nevada
|
$324K
|
-$180K
|
-2,410
|
-35%
|
|
|
1004
|
Trust Company of Toledo
Holland,
Ohio
|
$324K
|
–
|
–
|
–
|
|
|
1005
|
Marshall Wace
London,
United Kingdom
|
$321K
|
-$7.52M
|
-100,692
|
-96%
|
|
|
1006
|
&Partners
Nashville,
Tennessee
|
$321K
|
+$336K
|
+4,492
|
New
|
|
|
1007
|
Athena Investment Management
Orinda,
California
|
$319K
|
+$7.47K
|
+100
|
+2%
|
|
|
1008
|
Avion Wealth
The Woodlands,
Texas
|
$316K
|
+$7.1K
|
+95
|
+2%
|
|
|
1009
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$315K
|
-$17.1K
|
-229
|
-5%
|
|
|
1010
|
Valeo Financial Advisors
Carmel,
Indiana
|
$315K
|
-$82.9K
|
-1,110
|
-20%
|
|
|
1011
|
Gryphon Financial Partners
Columbus,
Ohio
|
$314K
|
+$673
|
+9
|
+0.2%
|
|
|
1012
|
Oakworth Capital
Birmingham,
Alabama
|
$312K
|
–
|
–
|
–
|
|
|
1013
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$311K
|
-$4.11K
|
-55
|
-1%
|
|
|
1014
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$311K
|
+$75
|
+1
|
+0%
|
|
|
1015
|
|
$309K
|
-$14.6K
|
-195
|
-4%
|
|
|
1016
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$308K
|
-$374K
|
-5,000
|
-54%
|
|
|
1017
|
ALPS Advisors
Denver,
Colorado
|
$308K
|
-$1.57K
|
-21
|
-0.5%
|
|
|
1018
|
Northcape Wealth Management
Williamsville,
New York
|
$308K
|
+$59.3K
|
+794
|
+23%
|
|
|
1019
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$307K
|
-$22.4K
|
-300
|
-7%
|
|
|
1020
|
Equitable Holdings
New York
|
$307K
|
+$48K
|
+642
|
+18%
|
|
|
1021
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$305K
|
+$7.62K
|
+102
|
+2%
|
|
|
1022
|
Essex Savings Bank
Essex,
Connecticut
|
$305K
|
-$17.6K
|
-235
|
-5%
|
|
|
1023
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$303K
|
+$1.42K
|
+19
|
+0.4%
|
|
|
1024
|
Andina Capital Management
Lehi,
Utah
|
$302K
|
+$9.86K
|
+132
|
+3%
|
|
|
1025
|
9258 Wealth Management
Blue Ash,
Ohio
|
$302K
|
+$673
|
+9
|
+0.2%
|
|
