|
1201
|
Grove Bank & Trust
Miami,
Florida
|
$170K
|
–
|
–
|
–
|
|
|
1202
|
Aventura Private Wealth
Aventura,
Florida
|
$160K
|
–
|
–
|
–
|
|
|
1203
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$155K
|
–
|
–
|
–
|
|
|
1204
|
Operose Advisors
Milwaukee,
Wisconsin
|
$155K
|
–
|
–
|
–
|
|
|
1205
|
CVA Family Office
Denver,
Colorado
|
$154K
|
+$3.41K
|
+100
|
+2%
|
|
|
1206
|
Center for Financial Planning
Southfied,
Michigan
|
$153K
|
+$154K
|
+4,502
|
+2,886%
|
|
|
1207
|
Rothschild Investment LLC
Chicago,
Illinois
|
$148K
|
+$14.6K
|
+428
|
+10%
|
|
|
1208
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$146K
|
+$151K
|
+4,440
|
New
|
|
|
1209
|
Acropolis Investment Management
St. Louis,
Missouri
|
$143K
|
+$955
|
+28
|
+0.6%
|
|
|
1210
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$143K
|
–
|
–
|
–
|
|
|
1211
|
|
$143K
|
-$38M
|
-1,113,306
|
-100%
|
|
|
1212
|
Riverview Trust Company
Vancouver,
Washington
|
$141K
|
–
|
–
|
–
|
|
|
1213
|
Evelyn Partners Investment Management
London,
|
$134K
|
+$15.7K
|
+460
|
+13%
|
|
|
1214
|
Peterson Wealth Services
South Ogden,
Utah
|
$132K
|
+$137K
|
+4,016
|
New
|
|
|
1215
|
Versant Capital Management
Phoenix,
Arizona
|
$132K
|
+$25.7K
|
+754
|
+23%
|
|
|
1216
|
GW&K Investment Management
Boston,
Massachusetts
|
$131K
|
+$614
|
+18
|
+0.5%
|
|
|
1217
|
Painted Porch Advisors
Santa Barbara,
California
|
$131K
|
-$95K
|
-2,784
|
-41%
|
|
|
1218
|
Chilton Capital Management
Houston,
Texas
|
$126K
|
-$70.1K
|
-2,054
|
-35%
|
|
|
1219
|
Icon Wealth Advisors
Houston,
Texas
|
$126K
|
+$15K
|
+440
|
+13%
|
|
|
1220
|
Arax Advisory Partners
Denver,
Colorado
|
$124K
|
+$86.4K
|
+2,532
|
+202%
|
|
|
1221
|
SBI Securities
Tokyo,
Japan
|
$124K
|
+$69.6K
|
+2,040
|
+118%
|
|
|
1222
|
Ostrum Asset Management
Paris,
France
|
$123K
|
-$3.34K
|
-98
|
-3%
|
|
|
1223
|
YANKCOM Partnership
Yankton,
South Dakota
|
$122K
|
+$7.57K
|
+222
|
+6%
|
|
|
1224
|
Wayfinding Financial
Lynnwood,
Washington
|
$113K
|
+$117K
|
+3,438
|
New
|
|
|
1225
|
Creative Financial Designs
Kokomo,
Indiana
|
$112K
|
+$3.96K
|
+116
|
+4%
|
|
