|
976
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$480K
|
–
|
–
|
–
|
|
|
977
|
Tradewinds LLC
Raleigh,
North Carolina
|
$479K
|
+$450K
|
+4,286
|
New
|
|
|
978
|
Segment Wealth Management
Houston,
Texas
|
$477K
|
–
|
–
|
–
|
|
|
979
|
MV Capital Management
Bethesda,
Maryland
|
$477K
|
-$41.7K
|
-397
|
-9%
|
|
|
980
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$474K
|
+$446K
|
+4,246
|
New
|
|
|
981
|
Stokes Family Office
New Orleans,
Louisiana
|
$474K
|
+$446K
|
+4,242
|
New
|
|
|
982
|
TrueWealth Advisors
Birmingham,
Alabama
|
$474K
|
+$210
|
+2
|
+0%
|
|
|
983
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$473K
|
–
|
–
|
–
|
|
|
984
|
Caldwell Trust
Venice,
Florida
|
$472K
|
-$53.6K
|
-510
|
-11%
|
|
|
985
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$472K
|
-$3.15K
|
-30
|
-0.7%
|
|
|
986
|
Moseley Investment Management
Bradenton,
Florida
|
$470K
|
-$11.4K
|
-109
|
-3%
|
|
|
987
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$469K
|
-$441K
|
-4,200
|
-50%
|
|
|
988
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$469K
|
-$86.1K
|
-820
|
-16%
|
|
|
989
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$465K
|
+$315
|
+3
|
+0.1%
|
|
|
990
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$464K
|
-$30.5K
|
-290
|
-7%
|
|
|
991
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$462K
|
+$28.6K
|
+272
|
+7%
|
|
|
992
|
SVB Wealth
Boston,
Massachusetts
|
$458K
|
-$21.4K
|
-204
|
-5%
|
|
|
993
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$457K
|
-$17.6K
|
-168
|
-4%
|
|
|
994
|
Ballast Inc
Lexington,
Kentucky
|
$457K
|
-$19.7K
|
-188
|
-4%
|
|
|
995
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$457K
|
–
|
–
|
–
|
|
|
996
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$457K
|
+$216K
|
+2,056
|
+101%
|
|
|
997
|
Golden State Equity Partners
South Coast Metro,
California
|
$456K
|
+$35K
|
+333
|
+9%
|
|
|
998
|
Park National Corp
Newark,
Ohio
|
$456K
|
-$77.7K
|
-740
|
-15%
|
|
|
999
|
Wealthstar Advisors
Plano,
Texas
|
$452K
|
+$18.9K
|
+180
|
+5%
|
|
|
1000
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$449K
|
+$8.19K
|
+78
|
+2%
|
|
