|
826
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.24M
|
-$64.8K
|
-300
|
-5%
|
|
|
827
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.22M
|
-$207K
|
-956
|
-13%
|
|
|
828
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.22M
|
-$16.4K
|
-76
|
-1%
|
|
|
829
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.22M
|
+$54.2K
|
+251
|
+4%
|
|
|
830
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$1.22M
|
-$15.1K
|
-70
|
-1%
|
|
|
831
|
Caldwell Trust
Venice,
Florida
|
$1.22M
|
+$98.8K
|
+457
|
+8%
|
|
|
832
|
Meridian Wealth Advisors
Austin,
Texas
|
$1.21M
|
-$82.3K
|
-381
|
-6%
|
|
|
833
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.21M
|
-$325K
|
-1,506
|
-20%
|
|
|
834
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.21M
|
+$48.2K
|
+223
|
+4%
|
|
|
835
|
Titan Global Capital Management USA
New York
|
$1.21M
|
-$30.5K
|
-141
|
-2%
|
|
|
836
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$1.2M
|
-$40K
|
-185
|
-3%
|
|
|
837
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.2M
|
+$260K
|
+1,205
|
+25%
|
|
|
838
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$1.2M
|
+$323K
|
+1,496
|
+34%
|
|
|
839
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.17M
|
-$838K
|
-3,878
|
-40%
|
|
|
840
|
Crux Wealth Advisors
Long Beach,
California
|
$1.17M
|
+$165K
|
+763
|
+15%
|
|
|
841
|
Atomi Financial Group
New York
|
$1.17M
|
+$225K
|
+1,040
|
+22%
|
|
|
842
|
Evercore Wealth Management
New York
|
$1.16M
|
–
|
–
|
–
|
|
|
843
|
AXS Investments
Port Chester,
New York
|
$1.16M
|
-$157K
|
-726
|
-11%
|
|
|
844
|
Trust Asset Management
Houston,
Texas
|
$1.16M
|
-$29.2K
|
-135
|
-2%
|
|
|
845
|
Brooklyn Investment Group
Brooklyn,
New York
|
$1.15M
|
+$265K
|
+1,226
|
+27%
|
|
|
846
|
Lindbrook Capital
Calabasas,
California
|
$1.15M
|
+$96.4K
|
+446
|
+9%
|
|
|
847
|
ALPS Advisors
Denver,
Colorado
|
$1.15M
|
+$13K
|
+60
|
+1%
|
|
|
848
|
Soltis Investment Advisors
St. George,
Utah
|
$1.14M
|
-$17.5K
|
-81
|
-1%
|
|
|
849
|
Landscape Capital Management
Englewood,
New Jersey
|
$1.14M
|
+$389K
|
+1,801
|
+47%
|
|
|
850
|
Coastline Trust
Providence,
Rhode Island
|
$1.14M
|
-$54.9K
|
-254
|
-4%
|
|
