|
1026
|
Biltmore Family Office
Charlotte,
North Carolina
|
$243K
|
–
|
–
|
–
|
|
|
1027
|
|
$242K
|
+$147K
|
+1,348
|
+160%
|
|
|
1028
|
United Bank (Georgia)
Zebulon,
Georgia
|
$242K
|
–
|
–
|
–
|
|
|
1029
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$240K
|
–
|
–
|
–
|
|
|
1030
|
Carolina Wealth Management
Greenville,
North Carolina
|
$238K
|
+$234K
|
+2,155
|
New
|
|
|
1031
|
Presper Financial Architects
Akron,
Ohio
|
$238K
|
–
|
–
|
–
|
|
|
1032
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$238K
|
–
|
–
|
–
|
|
|
1033
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$238K
|
-$105K
|
-963
|
-31%
|
|
|
1034
|
Cadinha & Co
Honolulu,
Hawaii
|
$238K
|
–
|
–
|
–
|
|
|
1035
|
Wealthedge Investment Advisors
New York
|
$237K
|
+$109
|
+1
|
+0%
|
|
|
1036
|
Sciencast Management
Princeton,
New Jersey
|
$237K
|
-$5.87M
|
-53,972
|
-96%
|
|
|
1037
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$236K
|
–
|
–
|
–
|
|
|
1038
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$236K
|
+$237K
|
+2,181
|
New
|
|
|
1039
|
Red Door Wealth Management
Memphis,
Tennessee
|
$236K
|
+$3.04K
|
+28
|
+1%
|
|
|
1040
|
GeoWealth Management
Chicago,
Illinois
|
$235K
|
-$587K
|
-5,403
|
-72%
|
|
|
1041
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$234K
|
–
|
–
|
–
|
|
|
1042
|
Victrix Investment Advisors
Stuart,
Florida
|
$234K
|
-$62.1K
|
-571
|
-21%
|
|
|
1043
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$234K
|
-$14.5K
|
-133
|
-6%
|
|
|
1044
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$234K
|
–
|
–
|
–
|
|
|
1045
|
Fort Point Capital Partners
San Francisco,
California
|
$233K
|
-$16.7K
|
-154
|
-7%
|
|
|
1046
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$233K
|
-$109
|
-1
|
-0%
|
|
|
1047
|
L2 Asset Management
Wayland,
Massachusetts
|
$233K
|
+$17K
|
+156
|
+8%
|
|
|
1048
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$232K
|
-$1.09K
|
-10
|
-0.5%
|
|
|
1049
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$232K
|
+$228K
|
+2,096
|
New
|
|
|
1050
|
Heritage Family Offices
Scottsdale,
Arizona
|
$232K
|
+$228K
|
+2,096
|
New
|
|
