|
1826
|
DFPG Investments
Sandy,
Utah
|
$315K
|
+$16.4K
|
+34
|
+6%
|
|
|
1827
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$314K
|
–
|
–
|
–
|
|
|
1828
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$314K
|
+$17.9K
|
+37
|
+6%
|
|
|
1829
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$313K
|
+$18.4K
|
+38
|
+6%
|
|
|
1830
|
|
$313K
|
+$302K
|
+625
|
New
|
|
|
1831
|
Golden Green
Seneca,
South Carolina
|
$310K
|
+$300K
|
+620
|
New
|
|
|
1832
|
INVST
Indianapolis,
Indiana
|
$309K
|
-$90.3K
|
-187
|
-23%
|
|
|
1833
|
Boltwood Capital Management
Walnut Creek,
California
|
$309K
|
-$7.25K
|
-15
|
-2%
|
|
|
1834
|
Frank Rimerman Advisors
Palo Alto,
California
|
$309K
|
+$298K
|
+617
|
New
|
|
|
1835
|
Magellan Asset Management
Sydney,
Australia
|
$308K
|
+$259K
|
+536
|
+678%
|
|
|
1836
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$307K
|
-$20.3K
|
-42
|
-6%
|
|
|
1837
|
One Wealth Advisors
San Francisco,
California
|
$307K
|
+$53.1K
|
+110
|
+22%
|
|
|
1838
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$306K
|
–
|
–
|
–
|
|
|
1839
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$305K
|
+$25.6K
|
+53
|
+10%
|
|
|
1840
|
TCI Wealth Advisors
Tucson,
Arizona
|
$304K
|
-$18.8K
|
-39
|
-6%
|
|
|
1841
|
Chelsea Counsel Company
Los Angeles,
California
|
$303K
|
+$483
|
+1
|
+0.2%
|
|
|
1842
|
Carlson Capital Management
Northfield,
Minnesota
|
$302K
|
-$25.1K
|
-52
|
-8%
|
|
|
1843
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$300K
|
-$24.2K
|
-50
|
-8%
|
|
|
1844
|
BT Wealth Management
Atlanta,
Georgia
|
$300K
|
–
|
–
|
–
|
|
|
1845
|
FSA Wealth Management
Needham,
Massachusetts
|
$300K
|
–
|
–
|
–
|
|
|
1846
|
Private Management Group
Irvine,
California
|
$300K
|
–
|
–
|
–
|
|
|
1847
|
Ranch Capital Advisors
Sarasota,
Florida
|
$298K
|
+$20.3K
|
+42
|
+8%
|
|
|
1848
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$298K
|
+$47.8K
|
+99
|
+20%
|
|
|
1849
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$297K
|
+$11.6K
|
+24
|
+4%
|
|
|
1850
|
Americana Partners
Houston,
Texas
|
$296K
|
+$15.9K
|
+33
|
+6%
|
|
