|
126
|
Vigilant Capital Management
Portland,
Maine
|
$47K
|
+$47.7K
|
+1,161
|
New
|
|
|
127
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$45K
|
+$46.2K
|
+1,124
|
New
|
|
|
128
|
Shamrock Asset Management
Dallas,
Texas
|
$42K
|
-$6.9K
|
-168
|
-14%
|
|
|
129
|
Optimum Investment Advisors
Chicago,
Illinois
|
$40K
|
–
|
–
|
–
|
|
|
130
|
Destination Wealth Management
Walnut Creek,
California
|
$38K
|
+$38.7K
|
+941
|
New
|
|
|
131
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$19.8K
|
–
|
–
|
–
|
|
|
132
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$16K
|
–
|
–
|
–
|
|
|
133
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$16K
|
+$15.8K
|
+385
|
New
|
|
|
134
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$14K
|
-$164
|
-4
|
-1%
|
|
|
135
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12K
|
+$12.3K
|
+300
|
New
|
|
|
136
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$10K
|
-$6.82K
|
-166
|
-39%
|
|
|
137
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
138
|
Thompson Davis & Co
Richmond,
Virginia
|
$7K
|
+$6.78K
|
+165
|
New
|
|
|
139
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
140
|
JOYN Advisors
Atlanta,
Georgia
|
$6K
|
+$5.67K
|
+138
|
New
|
|
|
141
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$4K
|
–
|
–
|
–
|
|
|
142
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$3K
|
-$3.49K
|
-85
|
-52%
|
|
|
143
|
Avior Wealth Management
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
144
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$2K
|
–
|
–
|
–
|
|
|
145
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2K
|
+$1.73K
|
+42
|
New
|
|
|
146
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$2K
|
+$2.1K
|
+51
|
New
|
|
|
147
|
Southport Capital Management
Chattanooga,
Tennessee
|
$2K
|
+$2.38K
|
+58
|
New
|
|
|
148
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
149
|
Global Financial Private Capital
Sarasota,
Florida
|
–
|
-$504K
|
-12,852
|
Closed
|
|
|
150
|
|
–
|
-$399K
|
-10,184
|
Closed
|
|
