|
301
|
WR Wealth Planners
Columbia,
Missouri
|
$648
|
–
|
–
|
–
|
|
|
302
|
BFSG LLC
Irvine,
California
|
$546
|
–
|
–
|
–
|
|
|
303
|
Bell Investment Advisors
Oakland,
California
|
$546
|
+$509
|
+16
|
New
|
|
|
304
|
CVA Family Office
Denver,
Colorado
|
$546
|
+$509
|
+16
|
New
|
|
|
305
|
NVWM LLC
Yardley,
Pennsylvania
|
$477
|
–
|
–
|
–
|
|
|
306
|
Private Trust Company
Cleveland,
Ohio
|
$375
|
-$3.18K
|
-100
|
-90%
|
|
|
307
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$375
|
–
|
–
|
–
|
|
|
308
|
Comerica Bank
Dallas,
Texas
|
$341
|
–
|
–
|
–
|
|
|
309
|
Grove Bank & Trust
Miami,
Florida
|
$341
|
–
|
–
|
–
|
|
|
310
|
Pacific Capital Wealth Advisors
Corona,
California
|
$341
|
–
|
–
|
–
|
|
|
311
|
Bangor Savings Bank
Bangor,
Maine
|
$341
|
+$318
|
+10
|
New
|
|
|
312
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$307
|
–
|
–
|
–
|
|
|
313
|
Hopwood Financial Services
Reston,
Virginia
|
$239
|
+$223
|
+7
|
New
|
|
|
314
|
Financial Life Planners
Tempe,
Arizona
|
$205
|
+$191
|
+6
|
New
|
|
|
315
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$205
|
+$191
|
+6
|
New
|
|
|
316
|
CNB Bank
Clearfield,
Pennsylvania
|
$171
|
–
|
–
|
–
|
|
|
317
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$171
|
–
|
–
|
–
|
|
|
318
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$171
|
+$159
|
+5
|
New
|
|
|
319
|
Chesapeake Asset Management
New York
|
$102
|
+$95
|
+3
|
New
|
|
|
320
|
Colonial Trust
Spartanburg,
South Carolina
|
$68
|
+$64
|
+2
|
New
|
|
|
321
|
Brooklyn Investment Group
Brooklyn,
New York
|
$35
|
–
|
–
|
–
|
|
|
322
|
Fortitude Family Office
Scottsdale,
Arizona
|
$34
|
+$32
|
+1
|
New
|
|
|
323
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$34
|
+$32
|
+1
|
New
|
|
|
324
|
Capital Fund Management (CFM)
Paris,
France
|
–
|
-$32M
|
-1,008,126
|
Closed
|
|
|
325
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
–
|
-$10.9M
|
-681,134
|
Closed
|
|
