|
801
|
Colonial Trust
Spartanburg,
South Carolina
|
$143K
|
+$23K
|
+126
|
+19%
|
|
|
802
|
TD Private Client Wealth
New York
|
$139K
|
-$1.85M
|
-10,159
|
-93%
|
|
|
803
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$137K
|
–
|
–
|
–
|
|
|
804
|
Atala Financial
Calabasas,
California
|
$135K
|
+$136K
|
+749
|
New
|
|
|
805
|
|
$131K
|
+$77.2K
|
+424
|
+141%
|
|
|
806
|
Penserra Capital Management
Orinda,
California
|
$108K
|
+$107K
|
+587
|
+2,795%
|
|
|
807
|
Eastern Bank
Boston,
Massachusetts
|
$106K
|
–
|
–
|
–
|
|
|
808
|
Venturi Wealth Management
Austin,
Texas
|
$105K
|
-$457K
|
-2,510
|
-81%
|
|
|
809
|
Spire Wealth Management
Mclean,
Virginia
|
$103K
|
+$182
|
+1
|
+0.2%
|
|
|
810
|
CVA Family Office
Denver,
Colorado
|
$90K
|
+$6.01K
|
+33
|
+7%
|
|
|
811
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$89.8K
|
–
|
–
|
–
|
|
|
812
|
Private Trust Company
Cleveland,
Ohio
|
$88.5K
|
-$214K
|
-1,177
|
-71%
|
|
|
813
|
|
$86.5K
|
+$87.4K
|
+480
|
New
|
|
|
814
|
Lindbrook Capital
Calabasas,
California
|
$83.3K
|
+$8.56K
|
+47
|
+11%
|
|
|
815
|
UMB Bank
Kansas City,
Missouri
|
$83.1K
|
-$16.8K
|
-92
|
-17%
|
|
|
816
|
Cromwell Holdings
Jackson,
Wyoming
|
$80.8K
|
-$6.92K
|
-38
|
-8%
|
|
|
817
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$79K
|
+$37K
|
+203
|
+90%
|
|
|
818
|
IFP Advisors
Tampa,
Florida
|
$75.9K
|
+$4.55K
|
+25
|
+6%
|
|
|
819
|
Blue Trust Inc
Alpharetta,
Georgia
|
$74.8K
|
-$325K
|
-1,783
|
-81%
|
|
|
820
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$72.1K
|
–
|
–
|
–
|
|
|
821
|
|
$72K
|
+$7.47K
|
+41
|
+12%
|
|
|
822
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$70.1K
|
+$70.9K
|
+389
|
New
|
|
|
823
|
LRI Investments
Palm Beach Gardens,
Florida
|
$67.9K
|
-$2.73K
|
-15
|
-4%
|
|
|
824
|
Global Retirement Partners
San Rafael,
California
|
$67K
|
-$61K
|
-335
|
-47%
|
|
|
825
|
USA Financial Formulas
Ada,
Michigan
|
$65.4K
|
-$8.2K
|
-45
|
-11%
|
|
