|
1101
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$218K
|
-$8.1K
|
-100
|
-4%
|
|
|
1102
|
SkyOak Wealth
Southfield,
Michigan
|
$218K
|
+$206K
|
+2,544
|
New
|
|
|
1103
|
Choreo LLC
Rockford,
Illinois
|
$217K
|
–
|
–
|
–
|
|
|
1104
|
Manchester Capital Management
Manchester,
Vermont
|
$217K
|
–
|
–
|
–
|
|
|
1105
|
Sutton Wealth Advisors
Tampa,
Florida
|
$215K
|
–
|
–
|
–
|
|
|
1106
|
Monterey Private Wealth
Monterey,
California
|
$215K
|
+$203K
|
+2,508
|
New
|
|
|
1107
|
|
$214K
|
+$203K
|
+2,500
|
New
|
|
|
1108
|
Ranch Capital Advisors
Sarasota,
Florida
|
$213K
|
-$21.5K
|
-266
|
-10%
|
|
|
1109
|
Main Street Research
Lakeville,
Connecticut
|
$212K
|
+$201K
|
+2,475
|
New
|
|
|
1110
|
Affinity Wealth Management
Wilmington,
Delaware
|
$211K
|
-$20.5K
|
-253
|
-9%
|
|
|
1111
|
Choate Investment Advisors
Boston,
Massachusetts
|
$211K
|
+$199K
|
+2,461
|
New
|
|
|
1112
|
IMS Capital Management
Portland,
Oregon
|
$211K
|
+$200K
|
+2,468
|
New
|
|
|
1113
|
Private Portfolio Partners
Paramus,
New Jersey
|
$211K
|
+$200K
|
+2,470
|
New
|
|
|
1114
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$210K
|
+$198K
|
+2,450
|
New
|
|
|
1115
|
Landaas & Company
Milwaukee,
Wisconsin
|
$210K
|
+$199K
|
+2,453
|
New
|
|
|
1116
|
Cadence Bank NA
Houston,
Texas
|
$209K
|
-$27K
|
-333
|
-12%
|
|
|
1117
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$209K
|
+$4.29K
|
+53
|
+2%
|
|
|
1118
|
Secure Asset Management
Troy,
Michigan
|
$209K
|
+$198K
|
+2,442
|
New
|
|
|
1119
|
Cozad Asset Management
Champaign,
Illinois
|
$208K
|
+$197K
|
+2,430
|
New
|
|
|
1120
|
Comerica Securities
Detroit,
Michigan
|
$207K
|
+$196K
|
+2,424
|
New
|
|
|
1121
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$206K
|
-$51.2K
|
-632
|
-21%
|
|
|
1122
|
TD Capital Management
Memphis,
Tennessee
|
$204K
|
–
|
–
|
–
|
|
|
1123
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$204K
|
+$193K
|
+2,380
|
New
|
|
|
1124
|
Inscription Capital
Houston,
Texas
|
$203K
|
+$192K
|
+2,368
|
New
|
|
|
1125
|
Beacon Pointe Advisors
Newport Beach,
California
|
$203K
|
+$192K
|
+2,373
|
New
|
|
