|
1801
|
Somerset Trust
Somerset,
Pennsylvania
|
$1.69M
|
-$97.4K
|
-211
|
-8%
|
|
|
1802
|
Cypress Wealth Services
Palm Desert,
California
|
$1.69M
|
-$102K
|
-220
|
-9%
|
|
|
1803
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.69M
|
+$135K
|
+293
|
+14%
|
|
|
1804
|
Compass Financial Management
Tampa,
Florida
|
$1.69M
|
+$1.31M
|
+2,839
|
New
|
|
|
1805
|
Thomasville National Bank
Thomasville,
Georgia
|
$1.69M
|
+$1.08M
|
+2,332
|
New
|
|
|
1806
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$1.68M
|
-$1.59M
|
-3,452
|
-60%
|
|
|
1807
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.67M
|
+$125K
|
+271
|
+13%
|
|
|
1808
|
Beto Financial Group
Boise,
Idaho
|
$1.67M
|
+$1.38K
|
+3
|
+0.1%
|
|
|
1809
|
Vaughan David Investments
Peoria,
Illinois
|
$1.67M
|
-$52.1K
|
-113
|
-5%
|
|
|
1810
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$1.66M
|
+$180K
|
+390
|
+20%
|
|
|
1811
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$1.66M
|
-$2.39M
|
-5,180
|
-69%
|
|
|
1812
|
Deltec Asset Management
New York
|
$1.66M
|
-$1.25M
|
-2,700
|
-54%
|
|
|
1813
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$1.66M
|
-$78.4K
|
-170
|
-7%
|
|
|
1814
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.66M
|
+$356K
|
+771
|
+50%
|
|
|
1815
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$1.66M
|
+$31.8K
|
+69
|
+3%
|
|
|
1816
|
1ST Source Bank
South Bend,
Indiana
|
$1.66M
|
–
|
–
|
–
|
|
|
1817
|
One Wealth Advisors
San Francisco,
California
|
$1.66M
|
+$12K
|
+26
|
+1%
|
|
|
1818
|
JM2 Capital
Edmond,
Oklahoma
|
$1.65M
|
+$89.5K
|
+194
|
+9%
|
|
|
1819
|
Midwest Financial Group
Overland Park,
Kansas
|
$1.65M
|
+$1.38K
|
+3
|
+0.1%
|
|
|
1820
|
Root Financial Partners
Encinitas,
California
|
$1.65M
|
-$307K
|
-665
|
-23%
|
|
|
1821
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.65M
|
-$356K
|
-772
|
-25%
|
|
|
1822
|
RAM Investment Partners
Bellevue,
Washington
|
$1.64M
|
-$61.4K
|
-133
|
-6%
|
|
|
1823
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$1.64M
|
-$245K
|
-532
|
-19%
|
|
|
1824
|
Congress Park Capital
Saratoga Springs,
New York
|
$1.64M
|
+$7.84K
|
+17
|
+0.8%
|
|
|
1825
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.63M
|
–
|
–
|
–
|
|
