|
1051
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$237K
|
–
|
–
|
–
|
|
|
1052
|
Shum Financial Group
Alameda,
California
|
$237K
|
–
|
–
|
–
|
|
|
1053
|
Garrison Point Advisors
Walnut Creek,
California
|
$237K
|
+$239K
|
+500
|
New
|
|
|
1054
|
Levin Capital Strategies
New York
|
$237K
|
+$239K
|
+500
|
New
|
|
|
1055
|
D'Orazio & Associates
Falls Church,
Virginia
|
$236K
|
+$3.34K
|
+7
|
+1%
|
|
|
1056
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$235K
|
+$10K
|
+21
|
+4%
|
|
|
1057
|
Fire Capital Management
San Francisco,
California
|
$234K
|
+$236K
|
+495
|
New
|
|
|
1058
|
Level Four Advisory Services
Dallas,
Texas
|
$234K
|
-$54.9K
|
-115
|
-19%
|
|
|
1059
|
TCI Wealth Advisors
Tucson,
Arizona
|
$233K
|
-$1.43K
|
-3
|
-0.6%
|
|
|
1060
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$233K
|
-$38.2K
|
-80
|
-14%
|
|
|
1061
|
USA Financial Formulas
Ada,
Michigan
|
$232K
|
+$234K
|
+491
|
New
|
|
|
1062
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$230K
|
+$232K
|
+486
|
New
|
|
|
1063
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$229K
|
–
|
–
|
–
|
|
|
1064
|
CVA Family Office
Denver,
Colorado
|
$229K
|
+$9.07K
|
+19
|
+4%
|
|
|
1065
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$225K
|
–
|
–
|
–
|
|
|
1066
|
Tocqueville Asset Management
New York
|
$225K
|
+$2.39K
|
+5
|
+1%
|
|
|
1067
|
Marcum Wealth
Cleveland,
Ohio
|
$224K
|
+$1.43K
|
+3
|
+0.6%
|
|
|
1068
|
Fisher Asset Management
Camas,
Washington
|
$223K
|
+$225K
|
+471
|
New
|
|
|
1069
|
Brave Warrior Advisors
New York
|
$223K
|
–
|
–
|
–
|
|
|
1070
|
Cromwell Holdings
Jackson,
Wyoming
|
$223K
|
–
|
–
|
–
|
|
|
1071
|
Private Trust Company
Cleveland,
Ohio
|
$222K
|
-$13.8K
|
-29
|
-6%
|
|
|
1072
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$222K
|
+$955
|
+2
|
+0.4%
|
|
|
1073
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$220K
|
-$5.25K
|
-11
|
-2%
|
|
|
1074
|
Allen Capital Group
Grand Island,
Nebraska
|
$219K
|
+$221K
|
+463
|
New
|
|
|
1075
|
Edge Financial Advisors
Wheaton,
Illinois
|
$219K
|
-$19.6K
|
-41
|
-8%
|
|
