|
1001
|
MKT Advisors
Escondido,
California
|
$327K
|
–
|
–
|
–
|
|
|
1002
|
CX Institutional
Auburn,
Indiana
|
$327K
|
+$84.8K
|
+397
|
+39%
|
|
|
1003
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$326K
|
+$855
|
+4
|
+0.3%
|
|
|
1004
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$325K
|
+$35.3K
|
+165
|
+13%
|
|
|
1005
|
Catalina Capital Group
Torrance,
California
|
$324K
|
+$301K
|
+1,410
|
New
|
|
|
1006
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$324K
|
-$10.7K
|
-50
|
-3%
|
|
|
1007
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$324K
|
+$5.98K
|
+28
|
+2%
|
|
|
1008
|
Oakworth Capital
Birmingham,
Alabama
|
$324K
|
-$214
|
-1
|
-0.1%
|
|
|
1009
|
New Hampshire Trust
Concord,
New Hampshire
|
$322K
|
–
|
–
|
–
|
|
|
1010
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$321K
|
-$108K
|
-507
|
-27%
|
|
|
1011
|
L.J. Altfest & Co
New York
|
$320K
|
+$15K
|
+70
|
+5%
|
|
|
1012
|
Calamos Wealth Management
Naperville,
Illinois
|
$320K
|
+$7.26K
|
+34
|
+3%
|
|
|
1013
|
West Family Investments
Carlsbad,
California
|
$319K
|
+$23.3K
|
+109
|
+9%
|
|
|
1014
|
Strait & Sound Wealth Management
San Francisco,
California
|
$317K
|
–
|
–
|
–
|
|
|
1015
|
|
$316K
|
+$48.3K
|
+226
|
+20%
|
|
|
1016
|
First Nebraska Trust
Lincoln,
Nebraska
|
$315K
|
–
|
–
|
–
|
|
|
1017
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$315K
|
-$8.12K
|
-38
|
-3%
|
|
|
1018
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$315K
|
-$4.06K
|
-19
|
-1%
|
|
|
1019
|
Monument Capital Management
Alexandria,
Virginia
|
$314K
|
+$7.05K
|
+33
|
+2%
|
|
|
1020
|
TrinityPoint Wealth
Milford,
Connecticut
|
$313K
|
-$41.7K
|
-195
|
-13%
|
|
|
1021
|
Sherbrooke Park Advisers
White Plains,
New York
|
$310K
|
-$190K
|
-888
|
-40%
|
|
|
1022
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$309K
|
–
|
–
|
–
|
|
|
1023
|
RWA Wealth Partners
Newton,
Massachusetts
|
$309K
|
-$89.5K
|
-419
|
-24%
|
|
|
1024
|
Soundmark Wealth Management
Kirkland,
Washington
|
$308K
|
–
|
–
|
–
|
|
|
1025
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$307K
|
–
|
–
|
–
|
|
