|
1076
|
Charles Schwab Trust
Henderson,
Nevada
|
$320K
|
+$53.6K
|
+409
|
+20%
|
|
|
1077
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$318K
|
-$32.6M
|
-248,987
|
-99%
|
|
|
1078
|
J.W. Burns & Co
Dewitt,
New York
|
$316K
|
-$9.18K
|
-70
|
-3%
|
|
|
1079
|
My Personal CFO LLC
Vancouver,
Washington
|
$314K
|
+$786
|
+6
|
+0.2%
|
|
|
1080
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$313K
|
-$3.93K
|
-30
|
-1%
|
|
|
1081
|
HCR Wealth Advisors
Los Angeles,
California
|
$312K
|
-$72.1K
|
-550
|
-18%
|
|
|
1082
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$312K
|
+$6.55K
|
+50
|
+2%
|
|
|
1083
|
DFPG Investments
Sandy,
Utah
|
$311K
|
-$20.8K
|
-159
|
-6%
|
|
|
1084
|
Linscomb Wealth
Houston,
Texas
|
$311K
|
–
|
–
|
–
|
|
|
1085
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$310K
|
+$218K
|
+1,666
|
+221%
|
|
|
1086
|
Choreo LLC
Rockford,
Illinois
|
$310K
|
+$317K
|
+2,418
|
New
|
|
|
1087
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$309K
|
-$32.8K
|
-250
|
-9%
|
|
|
1088
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$309K
|
+$2.88K
|
+22
|
+0.9%
|
|
|
1089
|
BOK Financial Private Wealth
Denver,
Colorado
|
$308K
|
+$122K
|
+933
|
+63%
|
|
|
1090
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$307K
|
–
|
–
|
–
|
|
|
1091
|
TL Private Wealth
Southlake,
Texas
|
$306K
|
+$918
|
+7
|
+0.3%
|
|
|
1092
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$306K
|
–
|
–
|
–
|
|
|
1093
|
First United Bank & Trust
Oakland,
Maryland
|
$305K
|
+$24.4K
|
+186
|
+8%
|
|
|
1094
|
Sanford Advisory Services
Portage,
Michigan
|
$303K
|
+$30.4K
|
+232
|
+11%
|
|
|
1095
|
Chicago Trust
Grayslake,
Illinois
|
$302K
|
-$33.7K
|
-257
|
-10%
|
|
|
1096
|
Maven Securities
St Helier,
Jersey
|
$302K
|
+$308K
|
+2,353
|
New
|
|
|
1097
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$300K
|
+$1.97K
|
+15
|
+0.6%
|
|
|
1098
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$299K
|
+$59.9K
|
+457
|
+24%
|
|
|
1099
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$298K
|
-$16.8K
|
-128
|
-5%
|
|
|
1100
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$298K
|
+$4.59K
|
+35
|
+2%
|
|
