|
551
|
Bogart Wealth LLC
Mclean,
Virginia
|
$138K
|
–
|
–
|
–
|
|
|
552
|
Rockbridge Investment Management
Syracuse,
New York
|
$130K
|
+$125K
|
+2,820
|
New
|
|
|
553
|
Whittier Trust
South Pasadena,
California
|
$126K
|
+$120K
|
+2,725
|
New
|
|
|
554
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$120K
|
+$8K
|
+181
|
+7%
|
|
|
555
|
Parallel Advisors
San Francisco,
California
|
$114K
|
+$99.5K
|
+2,251
|
+1,019%
|
|
|
556
|
FAS Wealth Partners
Leawood,
Kansas
|
$109K
|
+$31.2K
|
+707
|
+43%
|
|
|
557
|
Thompson Investment Management
Madison,
Wisconsin
|
$91K
|
–
|
–
|
–
|
|
|
558
|
Colonial Trust
Spartanburg,
South Carolina
|
$87.4K
|
–
|
–
|
–
|
|
|
559
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$76.9K
|
+$65.7K
|
+1,486
|
+808%
|
|
|
560
|
Clear Point Advisors
Melville,
New York
|
$72.5K
|
+$69.6K
|
+1,574
|
New
|
|
|
561
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$68.2K
|
–
|
–
|
–
|
|
|
562
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$66.5K
|
-$10.3K
|
-232
|
-14%
|
|
|
563
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$62.3K
|
+$11.7K
|
+265
|
+24%
|
|
|
564
|
Sandy Spring Bank
Olney,
Maryland
|
$59.2K
|
–
|
–
|
–
|
|
|
565
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$51.2K
|
–
|
–
|
–
|
|
|
566
|
Bartlett & Co
Cincinnati,
Ohio
|
$51K
|
–
|
–
|
–
|
|
|
567
|
MCF Advisors
Covington,
Kentucky
|
$50.1K
|
+$48.1K
|
+1,088
|
New
|
|
|
568
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$48.1K
|
+$46.2K
|
+1,045
|
New
|
|
|
569
|
REAP Financial Group
Austin,
Texas
|
$47.1K
|
+$45.2K
|
+1,022
|
New
|
|
|
570
|
Concord Wealth Partners
Abingdon,
Virginia
|
$46.8K
|
-$45.9K
|
-1,039
|
-51%
|
|
|
571
|
Fortitude Family Office
Scottsdale,
Arizona
|
$46.6K
|
+$44.7K
|
+1,012
|
New
|
|
|
572
|
WhitTier Trust Company
Reno,
Nevada
|
$42.7K
|
+$41K
|
+927
|
New
|
|
|
573
|
Family Asset Management
Charleston,
South Carolina
|
$39.7K
|
+$36.1K
|
+816
|
+1,813%
|
|
|
574
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$38.6K
|
+$37K
|
+837
|
New
|
|
|
575
|
Brown Brothers Harriman & Co
New York
|
$36.7K
|
-$60.2K
|
-1,361
|
-63%
|
|
