|
801
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$200K
|
+$187K
|
+689
|
New
|
|
|
802
|
Horizon Bancorp
Michigan City,
Indiana
|
$189K
|
-$66.4K
|
-245
|
-27%
|
|
|
803
|
|
$186K
|
+$83.2K
|
+307
|
+92%
|
|
|
804
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$182K
|
-$15.2K
|
-56
|
-8%
|
|
|
805
|
Citizens Financial Group
Providence,
Rhode Island
|
$164K
|
-$11.4K
|
-42
|
-7%
|
|
|
806
|
Kore Private Wealth
New York
|
$164K
|
+$18.2K
|
+67
|
+13%
|
|
|
807
|
Spectrum Management Group
Indianapolis,
Indiana
|
$163K
|
–
|
–
|
–
|
|
|
808
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$160K
|
–
|
–
|
–
|
|
|
809
|
Pathstone Family Office
Englewood,
New Jersey
|
$148K
|
–
|
–
|
–
|
|
|
810
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$146K
|
-$24.9K
|
-92
|
-15%
|
|
|
811
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$146K
|
-$4.61K
|
-17
|
-3%
|
|
|
812
|
Lindbrook Capital
Calabasas,
California
|
$143K
|
-$2.17K
|
-8
|
-2%
|
|
|
813
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$137K
|
–
|
–
|
–
|
|
|
814
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$136K
|
-$11.1K
|
-41
|
-8%
|
|
|
815
|
Monetary Management Group
St Louis,
Missouri
|
$131K
|
–
|
–
|
–
|
|
|
816
|
Rock Creek Group
Washington,
District of Columbia
|
$128K
|
+$120K
|
+441
|
New
|
|
|
817
|
Global Retirement Partners
San Rafael,
California
|
$127K
|
+$75.1K
|
+277
|
+173%
|
|
|
818
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$124K
|
+$39.9K
|
+147
|
+52%
|
|
|
819
|
Optimum Investment Advisors
Chicago,
Illinois
|
$123K
|
–
|
–
|
–
|
|
|
820
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$122K
|
+$5.15K
|
+19
|
+5%
|
|
|
821
|
Berman Capital Advisors
Atlanta,
Georgia
|
$117K
|
+$16K
|
+59
|
+17%
|
|
|
822
|
Capula Management
Grand Cayman,
Cayman Islands
|
$111K
|
+$104K
|
+383
|
New
|
|
|
823
|
Campbell Wealth Management
Alexandria,
Virginia
|
$109K
|
+$102K
|
+376
|
New
|
|
|
824
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$107K
|
–
|
–
|
–
|
|
|
825
|
|
$103K
|
-$5.42K
|
-20
|
-5%
|
|
