|
926
|
TrueWealth LLC
Atlanta,
Georgia
|
$31K
|
–
|
–
|
–
|
|
|
927
|
Pathstone Family Office
Englewood,
New Jersey
|
$27K
|
–
|
–
|
–
|
|
|
928
|
Security National Trust
Wheeling,
West Virginia
|
$27K
|
–
|
–
|
–
|
|
|
929
|
Versant Capital Management
Phoenix,
Arizona
|
$27K
|
+$2.3K
|
+11
|
+9%
|
|
|
930
|
Evoke Wealth
Los Angeles,
California
|
$26.7K
|
+$26.3K
|
+126
|
New
|
|
|
931
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$26.4K
|
–
|
–
|
–
|
|
|
932
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$26K
|
–
|
–
|
–
|
|
|
933
|
Tarbox Family Office
Newport Beach,
California
|
$25K
|
–
|
–
|
–
|
|
|
934
|
Evolution Wealth Advisors
Aventura,
Florida
|
$25K
|
+$14.2K
|
+68
|
+136%
|
|
|
935
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$24K
|
+$23.8K
|
+114
|
New
|
|
|
936
|
Global Retirement Partners
San Rafael,
California
|
$23K
|
+$2.09K
|
+10
|
+10%
|
|
|
937
|
Private Ocean
San Rafael,
California
|
$23K
|
+$22.4K
|
+107
|
New
|
|
|
938
|
Lazard Asset Management
New York
|
$21K
|
–
|
–
|
–
|
|
|
939
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$21K
|
+$20.9K
|
+100
|
New
|
|
|
940
|
Larson Financial Group
St Louis,
Missouri
|
$20K
|
–
|
–
|
–
|
|
|
941
|
Sandy Spring Bank
Olney,
Maryland
|
$20K
|
+$9.19K
|
+44
|
+83%
|
|
|
942
|
CX Institutional
Auburn,
Indiana
|
$19K
|
–
|
–
|
–
|
|
|
943
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$19K
|
–
|
–
|
–
|
|
|
944
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$18K
|
-$20.9K
|
-100
|
-54%
|
|
|
945
|
Old North State Trust
Greensboro,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
946
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$18K
|
–
|
–
|
–
|
|
|
947
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$18K
|
+$18K
|
+86
|
New
|
|
|
948
|
TCI Wealth Advisors
Tucson,
Arizona
|
$15K
|
–
|
–
|
–
|
|
|
949
|
Investors Research Corp
Atlanta,
Georgia
|
$15K
|
+$14.4K
|
+69
|
New
|
|
|
950
|
Next Capital Management
New York
|
$14K
|
-$48.3K
|
-231
|
-78%
|
|
