|
2801
|
North Dallas Bank & Trust
Dallas,
Texas
|
$348K
|
+$400K
|
+3,710
|
New
|
|
|
2802
|
BlueDoor Private Wealth
Beverly,
Massachusetts
|
$347K
|
+$400K
|
+3,706
|
New
|
|
|
2803
|
Westfuller Advisors
New York
|
$347K
|
-$2.16K
|
-20
|
-0.5%
|
|
|
2804
|
BAM Wealth Management
Lakewood,
Colorado
|
$347K
|
+$15K
|
+139
|
+4%
|
|
|
2805
|
Unique Wealth
Clearwater,
Florida
|
$346K
|
-$3.13K
|
-29
|
-0.8%
|
|
|
2806
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$346K
|
+$398K
|
+3,689
|
New
|
|
|
2807
|
Simmons Bank
Pine Bluff,
Arkansas
|
$345K
|
+$10.2K
|
+95
|
+3%
|
|
|
2808
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$343K
|
-$97K
|
-900
|
-20%
|
|
|
2809
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$343K
|
+$26.4K
|
+245
|
+7%
|
|
|
2810
|
Powell Investment Advisors
Miami,
Florida
|
$342K
|
–
|
–
|
–
|
|
|
2811
|
Berbice Capital Management
Melville,
New York
|
$342K
|
+$80.9K
|
+750
|
+26%
|
|
|
2812
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$342K
|
+$394K
|
+3,650
|
New
|
|
|
2813
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$341K
|
+$96K
|
+890
|
+32%
|
|
|
2814
|
Private Management Group
Irvine,
California
|
$340K
|
–
|
–
|
–
|
|
|
2815
|
Tidemark
San Diego,
California
|
$339K
|
-$109K
|
-1,010
|
-22%
|
|
|
2816
|
Capital Planning Advisors
Roseville,
California
|
$339K
|
+$19.4K
|
+180
|
+5%
|
|
|
2817
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$339K
|
+$51.7K
|
+480
|
+15%
|
|
|
2818
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$339K
|
+$8.52K
|
+79
|
+2%
|
|
|
2819
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$338K
|
-$24.8K
|
-230
|
-6%
|
|
|
2820
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$338K
|
+$389K
|
+3,610
|
New
|
|
|
2821
|
Uptown Financial Advisors
Dallas,
Texas
|
$338K
|
–
|
–
|
–
|
|
|
2822
|
Ariadne Wealth Management
Santa Barbara,
California
|
$338K
|
-$46.5K
|
-431
|
-9%
|
|
|
2823
|
Tempo Wealth
Independence,
Ohio
|
$337K
|
+$388K
|
+3,595
|
New
|
|
|
2824
|
Tulsa Wealth Advisors
Tulsa,
Oklahoma
|
$336K
|
+$386K
|
+3,581
|
New
|
|
|
2825
|
KWB Wealth
Redlands,
California
|
$335K
|
+$385K
|
+3,574
|
New
|
|
