|
1226
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$940K
|
-$118K
|
-587
|
-12%
|
|
|
1227
|
Black Swift Group
Boulder,
Colorado
|
$939K
|
+$875K
|
+4,350
|
New
|
|
|
1228
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$938K
|
–
|
–
|
–
|
|
|
1229
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$937K
|
+$210K
|
+1,043
|
+32%
|
|
|
1230
|
Atlas Brown
Louisville,
Kentucky
|
$932K
|
+$201
|
+1
|
+0%
|
|
|
1231
|
Collective Family Office
York,
Pennsylvania
|
$930K
|
–
|
–
|
–
|
|
|
1232
|
Wealthfront Advisers
Palo Alto,
California
|
$929K
|
-$59.8K
|
-297
|
-6%
|
|
|
1233
|
Realta Investment Advisors
Wilmington,
Delaware
|
$928K
|
-$164K
|
-816
|
-16%
|
|
|
1234
|
Verum Partners
Charlotte,
North Carolina
|
$926K
|
+$1.61K
|
+8
|
+0.2%
|
|
|
1235
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$926K
|
+$268K
|
+1,333
|
+45%
|
|
|
1236
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$924K
|
-$19.1K
|
-95
|
-2%
|
|
|
1237
|
Pachira Investments
Dana Point,
California
|
$924K
|
–
|
–
|
–
|
|
|
1238
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$923K
|
-$167K
|
-828
|
-16%
|
|
|
1239
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$921K
|
-$11.9K
|
-59
|
-1%
|
|
|
1240
|
Blue Sky Capital Consultants Group
Poway,
California
|
$920K
|
-$22.1K
|
-110
|
-3%
|
|
|
1241
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$920K
|
-$7.45K
|
-37
|
-0.9%
|
|
|
1242
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$918K
|
–
|
–
|
–
|
|
|
1243
|
Mattern Wealth Management
Lawrence,
Kansas
|
$918K
|
–
|
–
|
–
|
|
|
1244
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$916K
|
+$101K
|
+502
|
+13%
|
|
|
1245
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$914K
|
-$30.6K
|
-152
|
-3%
|
|
|
1246
|
Arcus Capital Partners
Atlanta,
Georgia
|
$914K
|
+$5.43K
|
+27
|
+0.6%
|
|
|
1247
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$913K
|
+$111K
|
+553
|
+15%
|
|
|
1248
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$909K
|
-$11.6M
|
-57,529
|
-93%
|
|
|
1249
|
Vivaldi Capital Management
Chicago,
Illinois
|
$908K
|
-$414K
|
-2,059
|
-33%
|
|
|
1250
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$908K
|
+$425K
|
+2,112
|
+101%
|
|
