|
1026
|
R.M. Davis Inc
Portland,
Maine
|
$234K
|
–
|
–
|
–
|
|
|
1027
|
Delta Asset Management
Memphis,
Tennessee
|
$233K
|
-$1.51K
|
-23
|
-0.6%
|
|
|
1028
|
WorthPointe
La Jolla,
California
|
$233K
|
+$233K
|
+3,546
|
New
|
|
|
1029
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$233K
|
–
|
–
|
–
|
|
|
1030
|
Strategic Financial Concepts
San Antonio,
Texas
|
$233K
|
-$57.2K
|
-872
|
-20%
|
|
|
1031
|
BigSur Wealth Management
Miami,
Florida
|
$233K
|
–
|
–
|
–
|
|
|
1032
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$232K
|
+$232K
|
+3,531
|
New
|
|
|
1033
|
Weinberger Asset Management
Los Angeles,
California
|
$232K
|
–
|
–
|
–
|
|
|
1034
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$231K
|
-$11.8K
|
-180
|
-5%
|
|
|
1035
|
Traveka Wealth
Los Altos,
California
|
$231K
|
+$230K
|
+3,504
|
New
|
|
|
1036
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$230K
|
-$26.2K
|
-400
|
-10%
|
|
|
1037
|
CFM Wealth Partners
Austin,
Texas
|
$230K
|
+$230K
|
+3,498
|
New
|
|
|
1038
|
Joel Isaacson & Co
New York
|
$228K
|
–
|
–
|
–
|
|
|
1039
|
Vanguard Group
Malvern,
Pennsylvania
|
$227K
|
–
|
–
|
–
|
|
|
1040
|
Curated Wealth Partners
El Segundo,
California
|
$227K
|
–
|
–
|
–
|
|
|
1041
|
City Holding Co
Charleston,
West Virginia
|
$226K
|
-$7.28K
|
-111
|
-3%
|
|
|
1042
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$226K
|
-$85.8K
|
-1,308
|
-28%
|
|
|
1043
|
NWF Advisory Services
Los Angeles,
California
|
$224K
|
+$223K
|
+3,399
|
New
|
|
|
1044
|
Grove Bank & Trust
Miami,
Florida
|
$223K
|
+$94.3K
|
+1,437
|
+73%
|
|
|
1045
|
HM Payson & Co
Portland,
Maine
|
$223K
|
-$45.9K
|
-700
|
-17%
|
|
|
1046
|
Geneos Wealth Management
Englewood,
Colorado
|
$222K
|
-$186K
|
-2,834
|
-46%
|
|
|
1047
|
Montecito Bank & Trust
Santa Barbara,
California
|
$222K
|
+$221K
|
+3,375
|
New
|
|
|
1048
|
Western Wealth Management
Golden,
Colorado
|
$222K
|
+$7.22K
|
+110
|
+3%
|
|
|
1049
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$222K
|
-$95.9K
|
-1,461
|
-30%
|
|
|
1050
|
Canopy Partners
Cincinnati,
Ohio
|
$221K
|
+$220K
|
+3,353
|
New
|
|
