|
2201
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$42.2K
|
–
|
–
|
–
|
|
|
2202
|
Osterweis Capital Management
San Francisco,
California
|
$41.6K
|
-$21.1K
|
-92
|
-34%
|
|
|
2203
|
Bogart Wealth LLC
Mclean,
Virginia
|
$41.4K
|
+$20K
|
+87
|
+94%
|
|
|
2204
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$40.4K
|
–
|
–
|
–
|
|
|
2205
|
Union Savings Bank
Litchfield,
Connecticut
|
$40.2K
|
–
|
–
|
–
|
|
|
2206
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$38.7K
|
+$38.6K
|
+168
|
New
|
|
|
2207
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$38.1K
|
–
|
–
|
–
|
|
|
2208
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$38.1K
|
–
|
–
|
–
|
|
|
2209
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$37.7K
|
-$4.21M
|
-18,314
|
-99%
|
|
|
2210
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$37.7K
|
+$37.7K
|
+164
|
New
|
|
|
2211
|
Silver Grove Financial Group
Orchard Park,
New York
|
$36.5K
|
+$36.5K
|
+159
|
New
|
|
|
2212
|
Swan Capital
Pensacola,
Florida
|
$36.1K
|
+$10.1K
|
+44
|
+39%
|
|
|
2213
|
Vega Investment Solutions
Paris,
France
|
$35.4K
|
–
|
–
|
–
|
|
|
2214
|
Clal Insurance
Tel-Aviv,
Israel
|
$35K
|
-$1.15K
|
-5
|
-3%
|
|
|
2215
|
Redwood Park Advisors
Redwood City,
California
|
$35K
|
–
|
–
|
–
|
|
|
2216
|
Godfrey Financial Associates
Glenmont,
New York
|
$34.9K
|
-$460
|
-2
|
-1%
|
|
|
2217
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$34.7K
|
–
|
–
|
–
|
|
|
2218
|
Kennebec Savings Bank
Augusta,
Maine
|
$34.5K
|
–
|
–
|
–
|
|
|
2219
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$32K
|
-$10.3K
|
-45
|
-25%
|
|
|
2220
|
Rialto Wealth Management
Syracuse,
New York
|
$31.9K
|
+$2.99K
|
+13
|
+10%
|
|
|
2221
|
Financial Management Professionals
Austin,
Texas
|
$31.7K
|
+$1.61K
|
+7
|
+5%
|
|
|
2222
|
Main Street Group
Glen Allen,
Virginia
|
$31.5K
|
+$31.5K
|
+137
|
New
|
|
|
2223
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$30.1K
|
+$30.1K
|
+131
|
New
|
|
|
2224
|
CGC Financial Services
Lake Oswego,
Oregon
|
$28.7K
|
–
|
–
|
–
|
|
|
2225
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$28.3K
|
-$11.3K
|
-49
|
-28%
|
|
