|
926
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$4.26M
|
+$274K
|
+900
|
+7%
|
|
|
927
|
Osprey Private Wealth
New York
|
$4.25M
|
+$1.23M
|
+4,045
|
+41%
|
|
|
928
|
WBH Advisory
Baltimore,
Maryland
|
$4.24M
|
-$53K
|
-174
|
-1%
|
|
|
929
|
Clearstead Trust
Portland,
Maine
|
$4.24M
|
-$20.1K
|
-66
|
-0.5%
|
|
|
930
|
Jericho Financial
Westerville,
Ohio
|
$4.23M
|
+$161K
|
+528
|
+4%
|
|
|
931
|
InvesTrust
Oklahoma City,
Oklahoma
|
$4.21M
|
-$20.4K
|
-67
|
-0.5%
|
|
|
932
|
Secure Asset Management
Troy,
Michigan
|
$4.2M
|
+$1.22M
|
+4,002
|
+40%
|
|
|
933
|
Frank Rimerman Advisors
Palo Alto,
California
|
$4.18M
|
+$379K
|
+1,244
|
+10%
|
|
|
934
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$4.18M
|
–
|
–
|
–
|
|
|
935
|
Gables Capital Management
Miami,
Florida
|
$4.17M
|
-$47.2K
|
-155
|
-1%
|
|
|
936
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$4.13M
|
-$132K
|
-433
|
-3%
|
|
|
937
|
BFSG LLC
Irvine,
California
|
$4.11M
|
+$54.2K
|
+178
|
+1%
|
|
|
938
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$4.09M
|
-$111K
|
-364
|
-3%
|
|
|
939
|
|
$4.09M
|
+$4.1M
|
+13,459
|
New
|
|
|
940
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$4.09M
|
+$175K
|
+576
|
+4%
|
|
|
941
|
Joel Isaacson & Co
New York
|
$4.07M
|
+$1.21M
|
+3,966
|
+42%
|
|
|
942
|
Sunbelt Securities
Houston,
Texas
|
$4.07M
|
+$961K
|
+3,158
|
+31%
|
|
|
943
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$4.06M
|
+$4.06M
|
+13,349
|
New
|
|
|
944
|
Holderness Investments Company
Greensboro,
North Carolina
|
$4.06M
|
-$30.1K
|
-99
|
-0.7%
|
|
|
945
|
Brookmont Capital Management
Dallas,
Texas
|
$4.04M
|
-$236K
|
-777
|
-6%
|
|
|
946
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$4.04M
|
-$64.5K
|
-212
|
-2%
|
|
|
947
|
Univest Financial
Souderton,
Pennsylvania
|
$4.04M
|
-$31.7K
|
-104
|
-0.8%
|
|
|
948
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$4.03M
|
+$258K
|
+848
|
+7%
|
|
|
949
|
Independent Financial Group
San Diego,
California
|
$4.02M
|
+$69.7K
|
+229
|
+2%
|
|
|
950
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$4M
|
+$63K
|
+207
|
+2%
|
|
