|
1026
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$298K
|
+$4.42K
|
+19
|
+2%
|
|
|
1027
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$298K
|
+$279K
|
+1,200
|
New
|
|
|
1028
|
Capstone Investment Advisors
New York
|
$297K
|
+$279K
|
+1,196
|
New
|
|
|
1029
|
Brave Warrior Advisors
New York
|
$297K
|
–
|
–
|
–
|
|
|
1030
|
4J Wealth Management
Alexandria,
Virginia
|
$294K
|
–
|
–
|
–
|
|
|
1031
|
Hancock Whitney
Gulfport,
Mississippi
|
$293K
|
-$296K
|
-1,273
|
-52%
|
|
|
1032
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$292K
|
+$932
|
+4
|
+0.3%
|
|
|
1033
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$292K
|
-$92.9K
|
-399
|
-25%
|
|
|
1034
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$291K
|
+$233
|
+1
|
+0.1%
|
|
|
1035
|
Plancorp LLC
Saint Louis,
Missouri
|
$290K
|
–
|
–
|
–
|
|
|
1036
|
RMR Wealth Builders
Montclair,
New Jersey
|
$289K
|
+$13.5K
|
+58
|
+5%
|
|
|
1037
|
RFG Advisory
Birmingham,
Alabama
|
$288K
|
+$6.75K
|
+29
|
+3%
|
|
|
1038
|
Shore Point Advisors
Brielle,
New Jersey
|
$284K
|
–
|
–
|
–
|
|
|
1039
|
SageView Advisory Group
Newport Beach,
California
|
$284K
|
-$347K
|
-1,488
|
-57%
|
|
|
1040
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$282K
|
+$466
|
+2
|
+0.2%
|
|
|
1041
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$281K
|
+$255K
|
+1,097
|
New
|
|
|
1042
|
Matrix Private Capital Group
New York
|
$281K
|
–
|
–
|
–
|
|
|
1043
|
Concord Wealth Partners
Abingdon,
Virginia
|
$281K
|
–
|
–
|
–
|
|
|
1044
|
Sepio Capital
Salt Lake City,
Utah
|
$280K
|
–
|
–
|
–
|
|
|
1045
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$280K
|
+$6.29K
|
+27
|
+2%
|
|
|
1046
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$280K
|
–
|
–
|
–
|
|
|
1047
|
RW Investment Management
Eagle,
Idaho
|
$277K
|
–
|
–
|
–
|
|
|
1048
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$275K
|
+$18.6K
|
+80
|
+8%
|
|
|
1049
|
Shearwater Capital
Denver,
Colorado
|
$274K
|
–
|
–
|
–
|
|
|
1050
|
Mutual Advisors
Omaha,
Nebraska
|
$272K
|
-$104K
|
-446
|
-30%
|
|
