|
1001
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$539K
|
-$802K
|
-2,738
|
-60%
|
|
|
1002
|
Everpar Advisors
Tulsa,
Oklahoma
|
$538K
|
+$101K
|
+345
|
+23%
|
|
|
1003
|
Northeast Investment Management
Boston,
Massachusetts
|
$534K
|
+$9.37K
|
+32
|
+2%
|
|
|
1004
|
Modern Wealth Management
Lenexa,
Kansas
|
$532K
|
+$17.9K
|
+61
|
+3%
|
|
|
1005
|
Personal CFO Solutions
Chester,
New Jersey
|
$532K
|
+$9.37K
|
+32
|
+2%
|
|
|
1006
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$530K
|
+$533K
|
+1,818
|
New
|
|
|
1007
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$525K
|
–
|
–
|
–
|
|
|
1008
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$525K
|
+$11.7K
|
+40
|
+2%
|
|
|
1009
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$522K
|
+$84.1K
|
+287
|
+19%
|
|
|
1010
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$520K
|
+$522K
|
+1,782
|
New
|
|
|
1011
|
WesBanco Bank
Wheeling,
West Virginia
|
$519K
|
+$10.5K
|
+36
|
+2%
|
|
|
1012
|
Knightsbridge Asset Management
Newport Beach,
California
|
$516K
|
+$184K
|
+627
|
+55%
|
|
|
1013
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$513K
|
-$171K
|
-583
|
-25%
|
|
|
1014
|
Baron Wealth Management
Troy,
Michigan
|
$512K
|
-$185K
|
-633
|
-27%
|
|
|
1015
|
SYM Financial Corp
Winona Lake,
Indiana
|
$511K
|
+$8.2K
|
+28
|
+2%
|
|
|
1016
|
Scotia Capital
Toronto,
Ontario, Canada
|
$511K
|
-$1.59M
|
-5,443
|
-76%
|
|
|
1017
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$510K
|
–
|
–
|
–
|
|
|
1018
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$509K
|
+$61.8K
|
+211
|
+14%
|
|
|
1019
|
Sylvest Advisors
Dallas,
Texas
|
$506K
|
–
|
–
|
–
|
|
|
1020
|
Opus Capital Group
Cincinnati,
Ohio
|
$504K
|
+$4.1K
|
+14
|
+0.8%
|
|
|
1021
|
Pavion Blue Capital
Newport Beach,
California
|
$503K
|
–
|
–
|
–
|
|
|
1022
|
GeoWealth Management
Chicago,
Illinois
|
$502K
|
+$504K
|
+1,721
|
New
|
|
|
1023
|
Advisornet Financial
Minnetonka,
Minnesota
|
$499K
|
+$13.2K
|
+45
|
+3%
|
|
|
1024
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$498K
|
+$5.57K
|
+19
|
+1%
|
|
|
1025
|
Neville Rodie & Shaw
New York
|
$496K
|
–
|
–
|
–
|
|
