|
701
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$300K
|
–
|
–
|
–
|
|
|
702
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$299K
|
+$12.7K
|
+156
|
+4%
|
|
|
703
|
Patron Partners
Houston,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
704
|
Emergent Wealth Advisors
Williamsville,
New York
|
$297K
|
–
|
–
|
–
|
|
|
705
|
Forum Financial Management
Lombard,
Illinois
|
$296K
|
–
|
–
|
–
|
|
|
706
|
Passumpsic Savings Bank
St. Johnsbury,
Vermont
|
$295K
|
–
|
–
|
–
|
|
|
707
|
Legacy Financial Advisors
Covington,
Kentucky
|
$295K
|
-$6.51K
|
-80
|
-2%
|
|
|
708
|
Venturi Wealth Management
Austin,
Texas
|
$294K
|
+$257K
|
+3,162
|
+549%
|
|
|
709
|
United Capital Financial Advisors
Irving,
Texas
|
$291K
|
+$9.12K
|
+112
|
+3%
|
|
|
710
|
Montis Financial
Waltham,
Massachusetts
|
$289K
|
–
|
–
|
–
|
|
|
711
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$284K
|
–
|
–
|
–
|
|
|
712
|
Sonata Capital Group
Seattle,
Washington
|
$284K
|
–
|
–
|
–
|
|
|
713
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$284K
|
-$67K
|
-823
|
-19%
|
|
|
714
|
Coastline Trust
Providence,
Rhode Island
|
$283K
|
–
|
–
|
–
|
|
|
715
|
Equitable Holdings
New York
|
$281K
|
+$24.9K
|
+306
|
+9%
|
|
|
716
|
Tradewinds LLC
Raleigh,
North Carolina
|
$276K
|
+$285K
|
+3,504
|
New
|
|
|
717
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$276K
|
+$2.28K
|
+28
|
+1%
|
|
|
718
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$276K
|
–
|
–
|
–
|
|
|
719
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$276K
|
–
|
–
|
–
|
|
|
720
|
Capital Investment Advisors
Atlanta,
Georgia
|
$274K
|
–
|
–
|
–
|
|
|
721
|
Tudor Investment Corp
Stamford,
Connecticut
|
$273K
|
+$282K
|
+3,463
|
New
|
|
|
722
|
OneAscent Financial Services
Birmingham,
Alabama
|
$272K
|
-$36.1K
|
-444
|
-11%
|
|
|
723
|
Sterling Financial Group
Pasadena,
California
|
$271K
|
+$280K
|
+3,442
|
New
|
|
|
724
|
Merriman Wealth Management
Seattle,
Washington
|
$270K
|
–
|
–
|
–
|
|
|
725
|
Naples Global Advisors
Naples,
Florida
|
$268K
|
-$11K
|
-135
|
-4%
|
|
