|
1501
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$119K
|
–
|
–
|
–
|
|
|
1502
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$117K
|
–
|
–
|
–
|
|
|
1503
|
City State Bank
Norwalk,
Iowa
|
$116K
|
-$5.55K
|
-45
|
-5%
|
|
|
1504
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$114K
|
-$50.5K
|
-410
|
-31%
|
|
|
1505
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$112K
|
+$48.6K
|
+394
|
+77%
|
|
|
1506
|
Broadwater Capital
Boston,
Massachusetts
|
$111K
|
–
|
–
|
–
|
|
|
1507
|
Plato Investment Management
Sydney, NSW,
Australia
|
$110K
|
–
|
–
|
–
|
|
|
1508
|
Covestor
London,
United Kingdom
|
$109K
|
+$51.8K
|
+420
|
+91%
|
|
|
1509
|
American National Bank & Trust
Wichita Falls,
Texas
|
$109K
|
-$9.74K
|
-79
|
-8%
|
|
|
1510
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$109K
|
+$16.1K
|
+131
|
+17%
|
|
|
1511
|
Y.D. More Investments
Ramat Gan,
Israel
|
$108K
|
+$108K
|
+876
|
New
|
|
|
1512
|
Garde Capital
Seattle,
Washington
|
$107K
|
-$53.7K
|
-436
|
-33%
|
|
|
1513
|
CVA Family Office
Denver,
Colorado
|
$106K
|
-$13.6K
|
-110
|
-11%
|
|
|
1514
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$103K
|
+$863
|
+7
|
+0.8%
|
|
|
1515
|
Optimum Investment Advisors
Chicago,
Illinois
|
$103K
|
–
|
–
|
–
|
|
|
1516
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$103K
|
+$103K
|
+835
|
New
|
|
|
1517
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$103K
|
+$79.7K
|
+647
|
New
|
|
|
1518
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$102K
|
+$102K
|
+829
|
New
|
|
|
1519
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$101K
|
+$16.6K
|
+135
|
+20%
|
|
|
1520
|
True Wealth Design
Akron,
Ohio
|
$99.8K
|
+$96.7K
|
+785
|
+3,271%
|
|
|
1521
|
Asset Planning Inc
Cypress,
California
|
$97.6K
|
+$370
|
+3
|
+0.4%
|
|
|
1522
|
TFC Financial Management
Boston,
Massachusetts
|
$97.1K
|
–
|
–
|
–
|
|
|
1523
|
Golden State Wealth Management
Santa Ana,
California
|
$95.4K
|
+$12K
|
+97
|
+14%
|
|
|
1524
|
Park Place Capital
Homewood,
Alabama
|
$95.3K
|
-$46.5K
|
-377
|
-33%
|
|
|
1525
|
Cloud Capital Management
Seattle,
Washington
|
$95K
|
+$95.1K
|
+772
|
New
|
|
