|
1001
|
Holderness Investments Company
Greensboro,
North Carolina
|
$364K
|
–
|
–
|
–
|
|
|
1002
|
SouthState Corp
Winter Haven,
Florida
|
$363K
|
+$7.46K
|
+89
|
+2%
|
|
|
1003
|
Capital Planning Advisors
Roseville,
California
|
$362K
|
-$63.7K
|
-761
|
-15%
|
|
|
1004
|
|
$362K
|
+$7.29K
|
+87
|
+2%
|
|
|
1005
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$361K
|
–
|
–
|
–
|
|
|
1006
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$360K
|
–
|
–
|
–
|
|
|
1007
|
Gofen & Glossberg
Chicago,
Illinois
|
$360K
|
–
|
–
|
–
|
|
|
1008
|
Summit Financial Group
Moorefield,
West Virginia
|
$360K
|
–
|
–
|
–
|
|
|
1009
|
Leavell Investment Management
Mobile,
Alabama
|
$357K
|
+$10.5K
|
+125
|
+3%
|
|
|
1010
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$356K
|
-$2.51K
|
-30
|
-0.7%
|
|
|
1011
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$356K
|
+$10.3K
|
+123
|
+3%
|
|
|
1012
|
|
$355K
|
-$6.45K
|
-77
|
-2%
|
|
|
1013
|
Insight Folios
Charlotte,
North Carolina
|
$355K
|
-$6.95K
|
-83
|
-2%
|
|
|
1014
|
Lincoln Capital
Lincoln,
Nebraska
|
$355K
|
–
|
–
|
–
|
|
|
1015
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$353K
|
+$65.3K
|
+779
|
+23%
|
|
|
1016
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$351K
|
-$11.4K
|
-136
|
-3%
|
|
|
1017
|
Evergreen Capital Management
Bellevue,
Washington
|
$350K
|
-$112K
|
-1,335
|
-25%
|
|
|
1018
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$350K
|
–
|
–
|
–
|
|
|
1019
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$350K
|
+$11.1K
|
+133
|
+3%
|
|
|
1020
|
Voya Financial Advisors
Windsor,
Connecticut
|
$350K
|
+$24.4K
|
+291
|
+8%
|
|
|
1021
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$349K
|
-$11.7K
|
-140
|
-3%
|
|
|
1022
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$346K
|
-$4.69K
|
-56
|
-1%
|
|
|
1023
|
Jackson Square Capital
San Francisco,
California
|
$346K
|
+$13.3K
|
+159
|
+4%
|
|
|
1024
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$345K
|
+$1.51K
|
+18
|
+0.4%
|
|
|
1025
|
SteelPeak Wealth
Woodland Hills,
California
|
$344K
|
+$338K
|
+4,036
|
New
|
|
