|
1351
|
First United Bank & Trust
Oakland,
Maryland
|
$804K
|
+$93.5K
|
+2,354
|
+14%
|
|
|
1352
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$803K
|
-$8.98K
|
-226
|
-1%
|
|
|
1353
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$799K
|
+$15.1K
|
+380
|
+2%
|
|
|
1354
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$792K
|
+$8.46K
|
+213
|
+1%
|
|
|
1355
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$791K
|
-$266K
|
-6,693
|
-26%
|
|
|
1356
|
DGS Capital Management
Jersey City,
New Jersey
|
$787K
|
+$25.7K
|
+648
|
+4%
|
|
|
1357
|
CRA Financial Services
Northfield,
New Jersey
|
$787K
|
-$10.1K
|
-254
|
-1%
|
|
|
1358
|
United Bank (Virginia)
Vienna,
Virginia
|
$784K
|
-$377K
|
-9,493
|
-33%
|
|
|
1359
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$784K
|
+$2.26K
|
+57
|
+0.3%
|
|
|
1360
|
Cumberland Advisors
Sarasota,
Florida
|
$781K
|
–
|
–
|
–
|
|
|
1361
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$779K
|
+$46.1K
|
+1,161
|
+7%
|
|
|
1362
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$774K
|
-$3.97K
|
-100
|
-0.5%
|
|
|
1363
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$774K
|
+$13.7K
|
+344
|
+2%
|
|
|
1364
|
Claro Advisors
Boston,
Massachusetts
|
$772K
|
+$4.45K
|
+112
|
+0.6%
|
|
|
1365
|
Lokken Investment Group
Lewes,
Delaware
|
$770K
|
+$125K
|
+3,159
|
+21%
|
|
|
1366
|
Chiron Capital Management
Tallahassee,
Florida
|
$769K
|
-$540K
|
-13,600
|
-42%
|
|
|
1367
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$769K
|
–
|
–
|
–
|
|
|
1368
|
|
$766K
|
-$23K
|
-580
|
-3%
|
|
|
1369
|
Grand Jean Capital Management
San Francisco,
California
|
$765K
|
-$324K
|
-8,155
|
-31%
|
|
|
1370
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$763K
|
+$70.6K
|
+1,777
|
+11%
|
|
|
1371
|
J.W. Coons Advisors
Columbus,
Ohio
|
$763K
|
+$6.95K
|
+175
|
+1%
|
|
|
1372
|
Westmount Partners
Los Angeles,
California
|
$762K
|
+$64K
|
+1,612
|
+10%
|
|
|
1373
|
9258 Wealth Management
Blue Ash,
Ohio
|
$761K
|
-$1.11K
|
-28
|
-0.2%
|
|
|
1374
|
Koshinski Asset Management
Decatur,
Illinois
|
$761K
|
-$214K
|
-5,398
|
-23%
|
|
|
1375
|
Bremer Bank National Association
St Paul,
Minnesota
|
$759K
|
-$22.3K
|
-562
|
-3%
|
|
