|
1051
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$373K
|
+$16.4K
|
+418
|
+5%
|
|
|
1052
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$372K
|
+$79.1K
|
+2,022
|
+30%
|
|
|
1053
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$372K
|
+$6.57K
|
+168
|
+2%
|
|
|
1054
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$371K
|
-$36.2K
|
-925
|
-10%
|
|
|
1055
|
AA Financial Advisors
Columbus,
Ohio
|
$371K
|
+$337K
|
+8,625
|
New
|
|
|
1056
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$371K
|
+$75.5K
|
+1,930
|
+31%
|
|
|
1057
|
Hilton Capital Management
Garden City,
New York
|
$370K
|
+$337K
|
+8,614
|
New
|
|
|
1058
|
1ST Source Bank
South Bend,
Indiana
|
$369K
|
+$26.6K
|
+681
|
+9%
|
|
|
1059
|
Belpointe Asset Management
Reno,
Nevada
|
$368K
|
-$939K
|
-23,987
|
-74%
|
|
|
1060
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$367K
|
+$2.5K
|
+64
|
+0.8%
|
|
|
1061
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$365K
|
-$92.9K
|
-2,375
|
-22%
|
|
|
1062
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$363K
|
+$91.2K
|
+2,330
|
+38%
|
|
|
1063
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$363K
|
-$22.1K
|
-564
|
-6%
|
|
|
1064
|
Cypress Wealth Services
Palm Desert,
California
|
$363K
|
+$4.11K
|
+105
|
+1%
|
|
|
1065
|
IFP Advisors
Tampa,
Florida
|
$362K
|
-$29.1K
|
-744
|
-9%
|
|
|
1066
|
Spire Wealth Management
Mclean,
Virginia
|
$361K
|
-$245K
|
-6,257
|
-43%
|
|
|
1067
|
Asset Dedication LLC
San Francisco,
California
|
$361K
|
+$198K
|
+5,071
|
+153%
|
|
|
1068
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$360K
|
-$1.96K
|
-50
|
-0.6%
|
|
|
1069
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$360K
|
+$3.44K
|
+88
|
+1%
|
|
|
1070
|
Aprio Wealth Management
Atlanta,
Georgia
|
$358K
|
+$50.8K
|
+1,299
|
+18%
|
|
|
1071
|
|
$358K
|
-$124K
|
-3,173
|
-28%
|
|
|
1072
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$358K
|
+$11.7K
|
+300
|
+4%
|
|
|
1073
|
TI-Trust
Quincy,
Illinois
|
$358K
|
–
|
–
|
–
|
|
|
1074
|
WhitTier Trust Company
Reno,
Nevada
|
$357K
|
+$2.58K
|
+66
|
+0.8%
|
|
|
1075
|
Lazard Asset Management
New York
|
$356K
|
-$39.2K
|
-1,003
|
-11%
|
|
