|
1476
|
Bingham Private Wealth
San Francisco,
California
|
$230K
|
+$249K
|
+792
|
New
|
|
|
1477
|
West Family Investments
Carlsbad,
California
|
$229K
|
-$5.34K
|
-17
|
-2%
|
|
|
1478
|
Callan Capital
La Jolla,
California
|
$228K
|
+$4.71K
|
+15
|
+2%
|
|
|
1479
|
Biltmore Family Office
Charlotte,
North Carolina
|
$228K
|
-$24.5K
|
-78
|
-9%
|
|
|
1480
|
Trek Financial
Scottsdale,
Arizona
|
$227K
|
+$24.2K
|
+77
|
+11%
|
|
|
1481
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$227K
|
-$13.5K
|
-43
|
-5%
|
|
|
1482
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$227K
|
+$3.14K
|
+10
|
+1%
|
|
|
1483
|
|
$226K
|
-$14.1K
|
-45
|
-5%
|
|
|
1484
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$225K
|
+$30.5K
|
+97
|
+14%
|
|
|
1485
|
|
$225K
|
-$531K
|
-1,692
|
-68%
|
|
|
1486
|
SimplyRich
Carlsbad,
California
|
$225K
|
+$15.4K
|
+49
|
+7%
|
|
|
1487
|
Florida Financial Advisors
Tampa,
Florida
|
$225K
|
+$243K
|
+774
|
New
|
|
|
1488
|
Klingman & Associates
New York
|
$224K
|
-$18.8K
|
-60
|
-7%
|
|
|
1489
|
Drive Wealth Management
Lehi,
Utah
|
$224K
|
+$25.1K
|
+80
|
+12%
|
|
|
1490
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$221K
|
-$1.57K
|
-5
|
-0.7%
|
|
|
1491
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$221K
|
+$239K
|
+762
|
New
|
|
|
1492
|
Cooper/Haims Advisors
Victor,
New York
|
$220K
|
+$5.65K
|
+18
|
+2%
|
|
|
1493
|
Farmers Trust Company
Youngstown,
Ohio
|
$220K
|
-$8.16K
|
-26
|
-3%
|
|
|
1494
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$220K
|
+$238K
|
+759
|
New
|
|
|
1495
|
Holderness Investments Company
Greensboro,
North Carolina
|
$219K
|
–
|
–
|
–
|
|
|
1496
|
SouthState Corp
Winter Haven,
Florida
|
$218K
|
-$314
|
-1
|
-0.1%
|
|
|
1497
|
Core Wealth Partners
Santa Rosa,
California
|
$218K
|
–
|
–
|
–
|
|
|
1498
|
Everpar Advisors
Tulsa,
Oklahoma
|
$218K
|
+$2.83K
|
+9
|
+1%
|
|
|
1499
|
Revisor Wealth Management
Akron,
Ohio
|
$218K
|
-$82.9K
|
-264
|
-26%
|
|
|
1500
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$218K
|
–
|
–
|
–
|
|
