|
2376
|
Monterey Private Wealth
Monterey,
California
|
$602K
|
+$205
|
+1
|
+0%
|
|
|
2377
|
MBL Wealth
Charlotte,
North Carolina
|
$601K
|
+$562K
|
+2,746
|
New
|
|
|
2378
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$599K
|
-$189K
|
-926
|
-25%
|
|
|
2379
|
Cadence Bank NA
Houston,
Texas
|
$599K
|
+$67.9K
|
+332
|
+14%
|
|
|
2380
|
Elk River Wealth Management
Denver,
Colorado
|
$597K
|
+$559K
|
+2,730
|
New
|
|
|
2381
|
Lantz Financial
Naperville,
Illinois
|
$596K
|
+$51.6K
|
+252
|
+10%
|
|
|
2382
|
Mizuho Securities
Tokyo,
Japan
|
$595K
|
-$1.46M
|
-7,112
|
-72%
|
|
|
2383
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$594K
|
+$105K
|
+513
|
+23%
|
|
|
2384
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$593K
|
+$18.6K
|
+91
|
+3%
|
|
|
2385
|
Aristotle Capital Management
Los Angeles,
California
|
$591K
|
-$205
|
-1
|
-0%
|
|
|
2386
|
KWB Wealth
Redlands,
California
|
$591K
|
+$553K
|
+2,702
|
New
|
|
|
2387
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$591K
|
+$553K
|
+2,704
|
New
|
|
|
2388
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$590K
|
-$20.1K
|
-98
|
-4%
|
|
|
2389
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$590K
|
-$614
|
-3
|
-0.1%
|
|
|
2390
|
Diversified
Wilmington,
Delaware
|
$590K
|
+$604K
|
+2,950
|
New
|
|
|
2391
|
Founders Capital Management (Texas)
Houston,
Texas
|
$590K
|
+$635K
|
+3,105
|
New
|
|
|
2392
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$585K
|
-$5.12K
|
-25
|
-0.9%
|
|
|
2393
|
EPG Wealth Management
Atlanta,
Georgia
|
$585K
|
+$35K
|
+171
|
+7%
|
|
|
2394
|
McCarthy Asset Management
Redwood Shores,
California
|
$584K
|
+$546K
|
+2,669
|
New
|
|
|
2395
|
Zhang Financial
Portage,
Michigan
|
$582K
|
–
|
–
|
–
|
|
|
2396
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$582K
|
+$26.6K
|
+130
|
+5%
|
|
|
2397
|
Pathstone Family Office
Englewood,
New Jersey
|
$582K
|
+$481K
|
+2,352
|
+761%
|
|
|
2398
|
PDS Planning
Dublin,
Ohio
|
$581K
|
+$41.7K
|
+204
|
+8%
|
|
|
2399
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$580K
|
-$20.5K
|
-100
|
-4%
|
|
|
2400
|
Valmark Advisers
Akron,
Ohio
|
$580K
|
+$263K
|
+1,287
|
+94%
|
|
