|
826
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$100K
|
–
|
–
|
–
|
|
|
827
|
Caldwell Trust
Venice,
Florida
|
$99.5K
|
+$13.3K
|
+70
|
+16%
|
|
|
828
|
Clean Yield Group
Norwich,
Vermont
|
$86.3K
|
–
|
–
|
–
|
|
|
829
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$80K
|
+$190
|
+1
|
+0.2%
|
|
|
830
|
Bangor Savings Bank
Bangor,
Maine
|
$79.2K
|
-$16.7K
|
-88
|
-18%
|
|
|
831
|
Summit Securities Group
New York
|
$79K
|
+$38.5K
|
+203
|
+96%
|
|
|
832
|
Clearstead Advisors
Cleveland,
Ohio
|
$76.5K
|
+$28.6K
|
+151
|
+61%
|
|
|
833
|
Focused Wealth Management
Newburgh,
New York
|
$72.7K
|
–
|
–
|
–
|
|
|
834
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$71.5K
|
+$71K
|
+374
|
New
|
|
|
835
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$66.6K
|
+$61.7K
|
+325
|
+1,413%
|
|
|
836
|
Matthew Hamilton Rosenberg
|
$62K
|
–
|
–
|
–
|
|
|
837
|
WealthPLAN Partners
Omaha,
Nebraska
|
$57.2K
|
+$56.7K
|
+299
|
New
|
|
|
838
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$53.1K
|
+$45K
|
+237
|
+578%
|
|
|
839
|
Leonteq Securities AG
Zurich,
Switzerland
|
$50.7K
|
+$50.3K
|
+265
|
New
|
|
|
840
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$50.3K
|
–
|
–
|
–
|
|
|
841
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$48.8K
|
–
|
–
|
–
|
|
|
842
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$46.9K
|
+$3.42K
|
+18
|
+8%
|
|
|
843
|
Column Capital Advisors
Indianapolis,
Indiana
|
$44.6K
|
-$8.92K
|
-47
|
-17%
|
|
|
844
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$44K
|
+$43.8K
|
+231
|
New
|
|
|
845
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$42K
|
–
|
–
|
–
|
|
|
846
|
Crewe Advisors
Salt Lake City,
Utah
|
$41.5K
|
-$5.88K
|
-31
|
-13%
|
|
|
847
|
Tortoise Investment Management
White Plains,
New York
|
$38.5K
|
–
|
–
|
–
|
|
|
848
|
Zions Bancorporation
Salt Lake City,
Utah
|
$38.3K
|
-$2.85K
|
-15
|
-7%
|
|
|
849
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$38.3K
|
+$37.9K
|
+200
|
New
|
|
|
850
|
Paladin Advisory Group
Clive,
Iowa
|
$38.3K
|
+$37.9K
|
+200
|
New
|
|
