|
2801
|
American National Bank of Texas
Richardson,
Texas
|
$517K
|
+$516K
|
+3,329
|
New
|
|
|
2802
|
Voya Financial Advisors
Windsor,
Connecticut
|
$517K
|
-$125K
|
-804
|
-20%
|
|
|
2803
|
Warwick Investment Management
Bryan,
Texas
|
$513K
|
+$63K
|
+407
|
+14%
|
|
|
2804
|
Capital Performance Advisors
Walnut Creek,
California
|
$513K
|
+$512K
|
+3,306
|
New
|
|
|
2805
|
|
$512K
|
–
|
–
|
–
|
|
|
2806
|
Drake & Associates
Waukesha,
Wisconsin
|
$512K
|
-$80.7K
|
-521
|
-13%
|
|
|
2807
|
Opal Wealth Advisors
Jericho,
New York
|
$512K
|
+$123K
|
+794
|
+32%
|
|
|
2808
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$509K
|
-$3.25K
|
-21
|
-0.6%
|
|
|
2809
|
Toth Financial Advisory
Leesburg,
Virginia
|
$509K
|
-$23.9K
|
-154
|
-4%
|
|
|
2810
|
Owen LaRue
Elizabethtown,
Kentucky
|
$509K
|
+$4.8K
|
+31
|
+1%
|
|
|
2811
|
Westside Investment Management
Santa Monica,
California
|
$508K
|
+$20.4K
|
+132
|
+4%
|
|
|
2812
|
Rossby Financial
Melbourne,
Florida
|
$507K
|
-$291K
|
-1,882
|
-36%
|
|
|
2813
|
Banque Transatlantique
Paris,
France
|
$505K
|
+$238K
|
+1,537
|
+89%
|
|
|
2814
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$505K
|
–
|
–
|
–
|
|
|
2815
|
Harold Davidson & Associates
Los Angeles,
California
|
$505K
|
+$59.5K
|
+384
|
+13%
|
|
|
2816
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$505K
|
+$46.5K
|
+300
|
+10%
|
|
|
2817
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$505K
|
-$49.9K
|
-322
|
-9%
|
|
|
2818
|
Traveka Wealth
Los Altos,
California
|
$504K
|
+$99.3K
|
+641
|
+25%
|
|
|
2819
|
Rock Point Advisors
Burlington,
Vermont
|
$504K
|
–
|
–
|
–
|
|
|
2820
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$503K
|
+$4.96K
|
+32
|
+1%
|
|
|
2821
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$503K
|
+$32.2K
|
+208
|
+7%
|
|
|
2822
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$502K
|
+$198K
|
+1,280
|
+66%
|
|
|
2823
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$500K
|
+$182K
|
+1,175
|
+57%
|
|
|
2824
|
OneAscent Family Office
Birmingham,
Alabama
|
$500K
|
+$36.5K
|
+236
|
+8%
|
|
|
2825
|
Schubert & Co
Mckinney,
Texas
|
$499K
|
-$9.91K
|
-64
|
-2%
|
|
