|
801
|
Riverview Trust Company
Vancouver,
Washington
|
$127K
|
–
|
–
|
–
|
|
|
802
|
OneFund LLC
Saint Petersburg,
Florida
|
$125K
|
-$14.7K
|
-73
|
-11%
|
|
|
803
|
Trust Company of Toledo
Holland,
Ohio
|
$122K
|
–
|
–
|
–
|
|
|
804
|
Forum Finance Group
Geneva,
|
$122K
|
+$152K
|
+751
|
New
|
|
|
805
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$116K
|
-$1.01K
|
-5
|
-0.9%
|
|
|
806
|
Financial Management Professionals
Austin,
Texas
|
$114K
|
–
|
–
|
–
|
|
|
807
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$111K
|
-$25.4K
|
-126
|
-19%
|
|
|
808
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$111K
|
-$104K
|
-513
|
-49%
|
|
|
809
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$109K
|
+$8.07K
|
+40
|
+8%
|
|
|
810
|
Longfellow Investment Management
Boston,
Massachusetts
|
$109K
|
+$108K
|
+534
|
New
|
|
|
811
|
CoreCap Advisors
Southfield,
Michigan
|
$109K
|
–
|
–
|
–
|
|
|
812
|
Westwind Capital
Las Cruces,
New Mexico
|
$108K
|
+$107K
|
+529
|
New
|
|
|
813
|
Evelyn Partners Asset Management
London,
|
$104K
|
–
|
–
|
–
|
|
|
814
|
Essential Partners
Rancho Santa Fe,
California
|
$95.8K
|
+$404
|
+2
|
+0.4%
|
|
|
815
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$95K
|
–
|
–
|
–
|
|
|
816
|
Copia Wealth Management
Bend,
Oregon
|
$94.4K
|
–
|
–
|
–
|
|
|
817
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$93.4K
|
+$10.7K
|
+53
|
+13%
|
|
|
818
|
Wall Street Financial Group
Carlinville,
Illinois
|
$91.1K
|
+$90.2K
|
+447
|
New
|
|
|
819
|
TD Private Client Wealth
New York
|
$81.8K
|
-$985K
|
-4,878
|
-92%
|
|
|
820
|
Clearstead Advisors
Cleveland,
Ohio
|
$77.6K
|
-$132K
|
-652
|
-63%
|
|
|
821
|
Harbour Investments
Madison,
Wisconsin
|
$76.4K
|
-$4.64K
|
-23
|
-6%
|
|
|
822
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$74.6K
|
-$202
|
-1
|
-0.3%
|
|
|
823
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$73.6K
|
+$72.9K
|
+361
|
New
|
|
|
824
|
CVA Family Office
Denver,
Colorado
|
$73.4K
|
+$4.04K
|
+20
|
+6%
|
|
|
825
|
Westside Investment Management
Santa Monica,
California
|
$72K
|
–
|
–
|
–
|
|