|
826
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$340K
|
+$12.1K
|
+155
|
+4%
|
|
|
827
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$340K
|
–
|
–
|
–
|
|
|
828
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$337K
|
+$156
|
+2
|
+0%
|
|
|
829
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$336K
|
-$23.4K
|
-300
|
-6%
|
|
|
830
|
Plan A Wealth
Lincoln,
Nebraska
|
$336K
|
+$36K
|
+461
|
+12%
|
|
|
831
|
CX Institutional
Auburn,
Indiana
|
$336K
|
+$469
|
+6
|
+0.1%
|
|
|
832
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$335K
|
-$352K
|
-4,500
|
-51%
|
|
|
833
|
RMR Wealth Builders
Montclair,
New Jersey
|
$334K
|
+$7.81K
|
+100
|
+2%
|
|
|
834
|
Montis Financial
Waltham,
Massachusetts
|
$331K
|
-$47.9K
|
-613
|
-13%
|
|
|
835
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$329K
|
+$131K
|
+1,677
|
+66%
|
|
|
836
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$329K
|
+$11.8K
|
+151
|
+4%
|
|
|
837
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$326K
|
-$1.25K
|
-16
|
-0.4%
|
|
|
838
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$324K
|
+$326K
|
+4,172
|
New
|
|
|
839
|
Howard Capital Management
Roswell,
Georgia
|
$322K
|
+$10.3K
|
+132
|
+3%
|
|
|
840
|
Essential Partners
Rancho Santa Fe,
California
|
$319K
|
+$160K
|
+2,054
|
+100%
|
|
|
841
|
American National Bank of Texas
Richardson,
Texas
|
$319K
|
+$320K
|
+4,098
|
New
|
|
|
842
|
Fidelis Capital Partners
Tampa,
Florida
|
$317K
|
+$938
|
+12
|
+0.3%
|
|
|
843
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$317K
|
+$20.8K
|
+266
|
+7%
|
|
|
844
|
Sanders Morris Harris
Houston,
Texas
|
$313K
|
+$314K
|
+4,020
|
New
|
|
|
845
|
Private Trust Company
Cleveland,
Ohio
|
$312K
|
-$26.4K
|
-338
|
-8%
|
|
|
846
|
Verus Capital Partners
Scottsdale,
Arizona
|
$311K
|
-$23.4K
|
-300
|
-7%
|
|
|
847
|
Corient IA
Miami,
Florida
|
$311K
|
–
|
–
|
–
|
|
|
848
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$311K
|
+$12.4K
|
+159
|
+4%
|
|
|
849
|
Banco Santander
Madrid,
Spain
|
$309K
|
+$311K
|
+3,974
|
New
|
|
|
850
|
|
$307K
|
+$309K
|
+3,953
|
New
|
|
