|
1101
|
Bogart Wealth LLC
Mclean,
Virginia
|
$177K
|
+$541
|
+8
|
+0.3%
|
|
|
1102
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$174K
|
+$162K
|
+2,400
|
New
|
|
|
1103
|
Whittier Trust
South Pasadena,
California
|
$163K
|
–
|
–
|
–
|
|
|
1104
|
Sunbelt Securities
Houston,
Texas
|
$163K
|
+$68
|
+1
|
+0%
|
|
|
1105
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$162K
|
–
|
–
|
–
|
|
|
1106
|
MV Capital Management
Bethesda,
Maryland
|
$156K
|
+$118K
|
+1,749
|
+425%
|
|
|
1107
|
Root Financial Partners
Encinitas,
California
|
$153K
|
+$14.2K
|
+210
|
+11%
|
|
|
1108
|
CGC Financial Services
Lake Oswego,
Oregon
|
$152K
|
+$54.1K
|
+800
|
+62%
|
|
|
1109
|
Caitlin John
Brighton,
Michigan
|
$150K
|
+$11.9K
|
+176
|
+9%
|
|
|
1110
|
Creative Financial Designs
Kokomo,
Indiana
|
$148K
|
–
|
–
|
–
|
|
|
1111
|
Colonial Trust
Spartanburg,
South Carolina
|
$146K
|
+$16.8K
|
+249
|
+14%
|
|
|
1112
|
Dorato Capital Management
Denver,
Colorado
|
$145K
|
–
|
–
|
–
|
|
|
1113
|
Tradewinds Capital Management
Bellingham,
Washington
|
$145K
|
–
|
–
|
–
|
|
|
1114
|
Greykasell Wealth Strategies
Danville,
California
|
$144K
|
+$14.8K
|
+219
|
+12%
|
|
|
1115
|
Munich Reinsurance
Munich,
|
$144K
|
+$134K
|
+1,986
|
New
|
|
|
1116
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$143K
|
–
|
–
|
–
|
|
|
1117
|
Cromwell Holdings
Jackson,
Wyoming
|
$143K
|
+$21.8K
|
+322
|
+20%
|
|
|
1118
|
BNP Paribas
Paris,
France
|
$134K
|
+$122K
|
+1,807
|
New
|
|
|
1119
|
|
$130K
|
–
|
–
|
–
|
|
|
1120
|
Asset Dedication LLC
San Francisco,
California
|
$129K
|
-$3.31K
|
-49
|
-3%
|
|
|
1121
|
Field & Main Bank
Henderson,
Kentucky
|
$128K
|
-$4.06K
|
-60
|
-3%
|
|
|
1122
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$128K
|
+$2.03K
|
+30
|
+2%
|
|
|
1123
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$125K
|
+$117K
|
+1,724
|
New
|
|
|
1124
|
OneFund LLC
Saint Petersburg,
Florida
|
$118K
|
-$14.7K
|
-217
|
-11%
|
|
|
1125
|
TIAA Wealth Investment Management
New York
|
$116K
|
+$109K
|
+1,605
|
New
|
|
