|
1226
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.71M
|
-$42K
|
-290
|
-2%
|
|
|
1227
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$2.69M
|
-$443K
|
-3,061
|
-16%
|
|
|
1228
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$2.69M
|
-$88.6K
|
-612
|
-4%
|
|
|
1229
|
Fiduciary Alliance
Greenville,
South Carolina
|
$2.69M
|
+$2.29M
|
+15,790
|
New
|
|
|
1230
|
Holocene Advisors
New York
|
$2.69M
|
-$132M
|
-914,182
|
-98%
|
|
|
1231
|
Oakworth Capital
Birmingham,
Alabama
|
$2.68M
|
+$130K
|
+899
|
+6%
|
|
|
1232
|
Optimum Investment Advisors
Chicago,
Illinois
|
$2.68M
|
-$5.07K
|
-35
|
-0.2%
|
|
|
1233
|
Paloma Partners
Greenwich,
Connecticut
|
$2.68M
|
+$1.26M
|
+8,670
|
+123%
|
|
|
1234
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.67M
|
+$567K
|
+3,917
|
+33%
|
|
|
1235
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$2.67M
|
-$34K
|
-235
|
-1%
|
|
|
1236
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$2.67M
|
-$14.3K
|
-99
|
-0.6%
|
|
|
1237
|
Wilson & Boucher Capital Management
Moraga,
California
|
$2.67M
|
-$92K
|
-635
|
-4%
|
|
|
1238
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$2.67M
|
+$82.7K
|
+571
|
+4%
|
|
|
1239
|
Capital Planning
Bellevue,
Washington
|
$2.67M
|
+$6.37K
|
+44
|
+0.3%
|
|
|
1240
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.66M
|
+$489K
|
+3,376
|
+28%
|
|
|
1241
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$2.66M
|
–
|
–
|
–
|
|
|
1242
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$2.66M
|
+$146K
|
+1,006
|
+7%
|
|
|
1243
|
Penobscot Investment Management
Boston,
Massachusetts
|
$2.65M
|
–
|
–
|
–
|
|
|
1244
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$2.65M
|
-$10.7K
|
-74
|
-0.5%
|
|
|
1245
|
Rational Advisors
Huntington,
New York
|
$2.64M
|
+$2.25M
|
+15,500
|
New
|
|
|
1246
|
VCI Wealth Management
St Louis,
Missouri
|
$2.64M
|
+$2.24M
|
+15,482
|
New
|
|
|
1247
|
Pflug Koory
Omaha,
Nebraska
|
$2.63M
|
+$2.24M
|
+15,461
|
New
|
|
|
1248
|
AlphaCore Capital
La Jolla,
California
|
$2.63M
|
+$210K
|
+1,449
|
+10%
|
|
|
1249
|
Thomasville National Bank
Thomasville,
Georgia
|
$2.61M
|
-$223K
|
-1,537
|
-9%
|
|
|
1250
|
Roundview Capital
Princeton,
New Jersey
|
$2.61M
|
+$34.9K
|
+241
|
+2%
|
|
