|
676
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$2.11M
|
+$403K
|
+4,658
|
+25%
|
|
|
677
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.11M
|
-$151K
|
-1,748
|
-7%
|
|
|
678
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$2.09M
|
-$53.1K
|
-613
|
-3%
|
|
|
679
|
Mather Group
Chicago,
Illinois
|
$2.09M
|
+$1.2M
|
+13,910
|
+158%
|
|
|
680
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$2.09M
|
+$752K
|
+8,686
|
+61%
|
|
|
681
|
Wealthspire Advisors (New York)
New York
|
$2.08M
|
+$210K
|
+2,430
|
+12%
|
|
|
682
|
Meeder Advisory Services
Dublin,
Ohio
|
$2.07M
|
+$234K
|
+2,708
|
+14%
|
|
|
683
|
NBT Bank
Norwich,
New York
|
$2.06M
|
-$55.1K
|
-637
|
-3%
|
|
|
684
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.06M
|
+$12.2K
|
+141
|
+0.6%
|
|
|
685
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.06M
|
-$1.17M
|
-13,526
|
-38%
|
|
|
686
|
Old North State Trust
Greensboro,
North Carolina
|
$2.06M
|
–
|
–
|
–
|
|
|
687
|
Kingswood Wealth Advisors
San Diego,
California
|
$2.05M
|
-$11.6K
|
-134
|
-0.6%
|
|
|
688
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$2.05M
|
-$187K
|
-2,156
|
-9%
|
|
|
689
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.05M
|
-$689K
|
-7,962
|
-26%
|
|
|
690
|
Columbus Macro
New Castle,
Pennsylvania
|
$2.03M
|
+$87
|
+1
|
+0%
|
|
|
691
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.03M
|
+$1.22M
|
+14,072
|
+176%
|
|
|
692
|
Principal Securities
Des Moines,
Iowa
|
$2.03M
|
+$6.49K
|
+75
|
+0.3%
|
|
|
693
|
First United Bank & Trust
Oakland,
Maryland
|
$2.02M
|
+$61.5K
|
+711
|
+3%
|
|
|
694
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$2.01M
|
+$1.55M
|
+17,866
|
+444%
|
|
|
695
|
Cohen Klingenstein
New York
|
$2M
|
–
|
–
|
–
|
|
|
696
|
Brown Brothers Harriman & Co
New York
|
$2M
|
-$72K
|
-832
|
-4%
|
|
|
697
|
Wedbush Securities
Los Angeles,
California
|
$2M
|
+$35.8K
|
+413
|
+2%
|
|
|
698
|
Caldwell Trust
Venice,
Florida
|
$1.99M
|
+$186K
|
+2,154
|
+11%
|
|
|
699
|
Claro Advisors
Boston,
Massachusetts
|
$1.99M
|
-$60.8K
|
-702
|
-3%
|
|
|
700
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$1.98M
|
-$19K
|
-219
|
-1%
|
|
