|
801
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.46M
|
–
|
–
|
–
|
|
|
802
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.46M
|
+$32.1K
|
+138
|
+2%
|
|
|
803
|
Trust Company of the South
Greensboro,
North Carolina
|
$1.45M
|
–
|
–
|
–
|
|
|
804
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.45M
|
-$181K
|
-775
|
-11%
|
|
|
805
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.45M
|
-$22.8K
|
-98
|
-2%
|
|
|
806
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.45M
|
–
|
–
|
–
|
|
|
807
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.45M
|
-$5.82K
|
-25
|
-0.4%
|
|
|
808
|
Independent Financial Group
San Diego,
California
|
$1.45M
|
+$284K
|
+1,219
|
+26%
|
|
|
809
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.45M
|
-$41.7K
|
-179
|
-3%
|
|
|
810
|
Russell Investments Group
London,
United Kingdom
|
$1.43M
|
+$49.6K
|
+213
|
+4%
|
|
|
811
|
Asempa Wealth Advisors
Baton Rouge,
Louisiana
|
$1.43M
|
-$42.9K
|
-184
|
-3%
|
|
|
812
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.43M
|
-$314K
|
-1,350
|
-19%
|
|
|
813
|
Daybright Advisory Services
Miami,
Florida
|
$1.43M
|
+$28.2K
|
+121
|
+2%
|
|
|
814
|
VeraBank
Henderson,
Texas
|
$1.43M
|
-$140K
|
-601
|
-9%
|
|
|
815
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.43M
|
-$163K
|
-700
|
-11%
|
|
|
816
|
Erste Asset Management
Vienna,
Austria
|
$1.42M
|
-$1.68M
|
-7,230
|
-55%
|
|
|
817
|
Capital Advantage
Walnut Creek,
California
|
$1.42M
|
–
|
–
|
–
|
|
|
818
|
Encompass Wealth Advisors
Portland,
Oregon
|
$1.41M
|
–
|
–
|
–
|
|
|
819
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.41M
|
-$116K
|
-500
|
-8%
|
|
|
820
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.4M
|
–
|
–
|
–
|
|
|
821
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$1.4M
|
+$801K
|
+3,439
|
+147%
|
|
|
822
|
|
$1.4M
|
+$161K
|
+692
|
+13%
|
|
|
823
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$1.4M
|
-$1.41M
|
-6,054
|
-51%
|
|
|
824
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$1.4M
|
-$1.41M
|
-6,054
|
-51%
|
|
|
825
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.4M
|
–
|
–
|
–
|
|
