|
1026
|
Oakworth Capital
Birmingham,
Alabama
|
$180K
|
–
|
–
|
–
|
|
|
1027
|
High Note Wealth
Deephaven,
Minnesota
|
$180K
|
+$5.32K
|
+16
|
+3%
|
|
|
1028
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$180K
|
–
|
–
|
–
|
|
|
1029
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$171K
|
-$42.9K
|
-129
|
-20%
|
|
|
1030
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$169K
|
-$130K
|
-392
|
-43%
|
|
|
1031
|
CVA Family Office
Denver,
Colorado
|
$168K
|
+$32.2K
|
+97
|
+23%
|
|
|
1032
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$162K
|
–
|
–
|
–
|
|
|
1033
|
Addison Advisors
Middlebury,
Vermont
|
$161K
|
–
|
–
|
–
|
|
|
1034
|
Goodman Advisory Group
Needham,
Massachusetts
|
$160K
|
–
|
–
|
–
|
|
|
1035
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$159K
|
–
|
–
|
–
|
|
|
1036
|
Harbour Investments
Madison,
Wisconsin
|
$158K
|
+$23.3K
|
+70
|
+17%
|
|
|
1037
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$156K
|
-$41.5K
|
-125
|
-21%
|
|
|
1038
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$150K
|
–
|
–
|
–
|
|
|
1039
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$146K
|
-$390K
|
-1,173
|
-72%
|
|
|
1040
|
Manchester Capital Management
Manchester,
Vermont
|
$142K
|
-$8.97K
|
-27
|
-6%
|
|
|
1041
|
BankPlus Trust Department
Jackson,
Mississippi
|
$139K
|
–
|
–
|
–
|
|
|
1042
|
Bayforest Capital
London,
United Kingdom
|
$137K
|
+$137K
|
+413
|
+4,130%
|
|
|
1043
|
American National Bank & Trust
Wichita Falls,
Texas
|
$133K
|
-$997
|
-3
|
-0.7%
|
|
|
1044
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$132K
|
-$29.2K
|
-88
|
-18%
|
|
|
1045
|
Asset Dedication LLC
San Francisco,
California
|
$132K
|
-$90.1K
|
-271
|
-40%
|
|
|
1046
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$130K
|
-$10.3K
|
-31
|
-7%
|
|
|
1047
|
Spire Wealth Management
Mclean,
Virginia
|
$129K
|
+$22.9K
|
+69
|
+21%
|
|
|
1048
|
United Community Bank
Greenville,
South Carolina
|
$128K
|
+$116K
|
+350
|
+729%
|
|
|
1049
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$126K
|
–
|
–
|
–
|
|
|
1050
|
Opal Wealth Advisors
Jericho,
New York
|
$124K
|
+$128K
|
+384
|
New
|
|
