|
601
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.3M
|
+$1.24M
|
+16,514
|
New
|
|
|
602
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.28M
|
+$45.2K
|
+601
|
+4%
|
|
|
603
|
Belpointe Asset Management
Reno,
Nevada
|
$1.28M
|
-$51.2K
|
-681
|
-4%
|
|
|
604
|
Members Trust
Tampa,
Florida
|
$1.28M
|
-$87.5K
|
-1,163
|
-7%
|
|
|
605
|
Ategra Capital Management
Vienna,
Virginia
|
$1.28M
|
-$27.2K
|
-362
|
-2%
|
|
|
606
|
Liberty One Investment Management
Libertyville,
Illinois
|
$1.27M
|
+$95.6K
|
+1,270
|
+8%
|
|
|
607
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$1.27M
|
+$458K
|
+6,091
|
+60%
|
|
|
608
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$1.26M
|
-$82.8K
|
-1,100
|
-6%
|
|
|
609
|
Old Port Advisors
Portland,
Maine
|
$1.25M
|
+$62K
|
+824
|
+5%
|
|
|
610
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$1.25M
|
-$5.64K
|
-75
|
-0.5%
|
|
|
611
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.24M
|
-$101K
|
-1,348
|
-8%
|
|
|
612
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$1.24M
|
-$59.3K
|
-788
|
-5%
|
|
|
613
|
Blue Edge Capital
Richmond,
Virginia
|
$1.23M
|
–
|
–
|
–
|
|
|
614
|
Argent Advisors
Monroe,
Louisiana
|
$1.23M
|
+$136K
|
+1,809
|
+13%
|
|
|
615
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$1.21M
|
-$75.2K
|
-1,000
|
-6%
|
|
|
616
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.21M
|
-$22K
|
-293
|
-2%
|
|
|
617
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.21M
|
-$60.8K
|
-808
|
-5%
|
|
|
618
|
Los Angeles Capital Management
Los Angeles,
California
|
$1.21M
|
-$527K
|
-7,009
|
-31%
|
|
|
619
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.21M
|
-$42.5K
|
-565
|
-4%
|
|
|
620
|
Joel Isaacson & Co
New York
|
$1.2M
|
+$3.01K
|
+40
|
+0.3%
|
|
|
621
|
Wealthspire Advisors (New York)
New York
|
$1.19M
|
+$254K
|
+3,374
|
+29%
|
|
|
622
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.19M
|
+$113K
|
+1,502
|
+11%
|
|
|
623
|
|
$1.19M
|
+$151K
|
+2,010
|
+15%
|
|
|
624
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.18M
|
-$32.7K
|
-434
|
-3%
|
|
|
625
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.18M
|
-$26.6K
|
-353
|
-2%
|
|
