|
1876
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$331K
|
-$25.1K
|
-135
|
-7%
|
|
|
1877
|
Biltmore Family Office
Charlotte,
North Carolina
|
$330K
|
+$22.7K
|
+122
|
+8%
|
|
|
1878
|
ABLE Financial Group
Scottsdale,
Arizona
|
$329K
|
+$41.4K
|
+223
|
+15%
|
|
|
1879
|
Freedom Investment Management
Hartford,
Connecticut
|
$328K
|
+$312K
|
+1,679
|
New
|
|
|
1880
|
DFPG Investments
Sandy,
Utah
|
$328K
|
-$95.5K
|
-514
|
-23%
|
|
|
1881
|
Regal Investment Advisors
Kentwood,
Michigan
|
$327K
|
-$7.8K
|
-42
|
-2%
|
|
|
1882
|
Curtis Advisory Group
Santa Barbara,
California
|
$326K
|
+$43.8K
|
+236
|
+16%
|
|
|
1883
|
Corton Capital
Carrying Place,
Ontario, Canada
|
$326K
|
+$2.6K
|
+14
|
+0.8%
|
|
|
1884
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$324K
|
-$47.2K
|
-254
|
-13%
|
|
|
1885
|
CVA Family Office
Denver,
Colorado
|
$324K
|
+$24.1K
|
+130
|
+9%
|
|
|
1886
|
Circle Wealth Management
Summit,
New Jersey
|
$324K
|
+$186
|
+1
|
+0.1%
|
|
|
1887
|
Boothbay Fund Management
New York
|
$324K
|
-$1.92M
|
-10,343
|
-86%
|
|
|
1888
|
Summit Wealth Partners
Orlando,
Florida
|
$324K
|
–
|
–
|
–
|
|
|
1889
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$324K
|
-$3.53K
|
-19
|
-1%
|
|
|
1890
|
Members Trust
Tampa,
Florida
|
$324K
|
+$307K
|
+1,655
|
New
|
|
|
1891
|
Channel Wealth
Santa Barbara,
California
|
$323K
|
–
|
–
|
–
|
|
|
1892
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$323K
|
+$23.8K
|
+128
|
+8%
|
|
|
1893
|
Angeles Investment Advisors
Santa Monica,
California
|
$322K
|
–
|
–
|
–
|
|
|
1894
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$320K
|
+$36.4K
|
+196
|
+14%
|
|
|
1895
|
Regatta Capital Group
El Segundo,
California
|
$319K
|
-$7.62K
|
-41
|
-2%
|
|
|
1896
|
Investment House LLC
Redondo Beach,
California
|
$319K
|
–
|
–
|
–
|
|
|
1897
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$318K
|
+$19.9K
|
+107
|
+7%
|
|
|
1898
|
Collective Family Office
York,
Pennsylvania
|
$317K
|
–
|
–
|
–
|
|
|
1899
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$315K
|
-$115K
|
-618
|
-28%
|
|
|
1900
|
Bank of Stockton
Stockton,
California
|
$315K
|
+$186
|
+1
|
+0.1%
|
|
