|
1001
|
Byrne Asset Management
Kingston,
New Jersey
|
$125K
|
-$116K
|
-1,108
|
Closed
|
|
|
1002
|
Central Bank & Trust
Lexington,
Kentucky
|
$123K
|
+$37.2K
|
+354
|
+49%
|
|
|
1003
|
West Oak Capital
Westlake Village,
California
|
$122K
|
–
|
–
|
–
|
|
|
1004
|
Y.D. More Investments
Ramat Gan,
Israel
|
$121K
|
-$4.2K
|
-40
|
-4%
|
|
|
1005
|
Avion Wealth
The Woodlands,
Texas
|
$120K
|
–
|
–
|
–
|
|
|
1006
|
CVA Family Office
Denver,
Colorado
|
$120K
|
+$110K
|
+1,050
|
New
|
|
|
1007
|
Long Island Wealth Management
Melville,
New York
|
$119K
|
+$110K
|
+1,044
|
New
|
|
|
1008
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$119K
|
+$630
|
+6
|
+0.5%
|
|
|
1009
|
Community Bank
Dewitt,
New York
|
$119K
|
–
|
–
|
–
|
|
|
1010
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$116K
|
+$1.36K
|
+13
|
+1%
|
|
|
1011
|
Cambridge Trust
Cambridge,
Massachusetts
|
$114K
|
+$7.35K
|
+70
|
+8%
|
|
|
1012
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$114K
|
+$105K
|
+1,000
|
New
|
|
|
1013
|
PSI Advisors
Tampa,
Florida
|
$111K
|
–
|
–
|
–
|
|
|
1014
|
Schroder Investment Management Group
London,
United Kingdom
|
$108K
|
–
|
–
|
–
|
|
|
1015
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$106K
|
–
|
–
|
–
|
|
|
1016
|
City Holding Co
Charleston,
West Virginia
|
$105K
|
–
|
–
|
–
|
|
|
1017
|
Aspire Private Capital
Cornelius,
North Carolina
|
$103K
|
–
|
–
|
–
|
|
|
1018
|
Resources Management Corp
West Hartford,
Connecticut
|
$102K
|
+$1.26K
|
+12
|
+1%
|
|
|
1019
|
WealthShield Partners
Cary,
North Carolina
|
$102K
|
+$82.5K
|
+786
|
+742%
|
|
|
1020
|
MilWealth Group
Milwaukee,
Wisconsin
|
$99.1K
|
–
|
–
|
–
|
|
|
1021
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$97.7K
|
-$29.4K
|
-280
|
-25%
|
|
|
1022
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$91.2K
|
–
|
–
|
–
|
|
|
1023
|
Westside Investment Management
Santa Monica,
California
|
$90.4K
|
+$2.1K
|
+20
|
+3%
|
|
|
1024
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$87.1K
|
–
|
–
|
–
|
|
|
1025
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$87.1K
|
–
|
–
|
–
|
|
