|
526
|
Old North State Trust
Greensboro,
North Carolina
|
$1.62M
|
–
|
–
|
–
|
|
|
527
|
BluePointe Capital Management
Menlo Park,
California
|
$1.58M
|
+$703K
|
+11,671
|
+82%
|
|
|
528
|
Tobias Financial Advisors
Plantation,
Florida
|
$1.56M
|
+$85.3K
|
+1,415
|
+6%
|
|
|
529
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.56M
|
-$277K
|
-4,600
|
-15%
|
|
|
530
|
Mengis Capital Management
Portland,
Oregon
|
$1.56M
|
+$13.7K
|
+227
|
+0.9%
|
|
|
531
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.56M
|
–
|
–
|
–
|
|
|
532
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.55M
|
+$273K
|
+4,539
|
+22%
|
|
|
533
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$1.54M
|
+$1.99M
|
+32,965
|
New
|
|
|
534
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.54M
|
–
|
–
|
–
|
|
|
535
|
RS Crum Inc
Newport Beach,
California
|
$1.53M
|
–
|
–
|
–
|
|
|
536
|
Ascent Group
Virginia Beach,
Virginia
|
$1.53M
|
-$361K
|
-5,989
|
-19%
|
|
|
537
|
Intrepid Family Office
Sarasota,
Florida
|
$1.52M
|
+$1.51M
|
+25,000
|
New
|
|
|
538
|
American Capital Advisory
Ketchum,
Idaho
|
$1.51M
|
-$31K
|
-514
|
-2%
|
|
|
539
|
Chapin Davis
Baltimore,
Maryland
|
$1.51M
|
+$186K
|
+3,092
|
+14%
|
|
|
540
|
Engineers Gate Manager
New York
|
$1.51M
|
+$1.5M
|
+24,824
|
New
|
|
|
541
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.5M
|
-$256K
|
-4,257
|
-15%
|
|
|
542
|
Long Island Wealth Management
Melville,
New York
|
$1.49M
|
+$17.1K
|
+284
|
+1%
|
|
|
543
|
Warner Financial
Bethesda,
Maryland
|
$1.49M
|
+$783
|
+13
|
+0.1%
|
|
|
544
|
Financial Insights
Tacoma,
Washington
|
$1.48M
|
–
|
–
|
–
|
|
|
545
|
Saxon Interests
Houston,
Texas
|
$1.48M
|
+$5K
|
+83
|
+0.3%
|
|
|
546
|
Belpointe Asset Management
Reno,
Nevada
|
$1.48M
|
-$1.59M
|
-26,397
|
-52%
|
|
|
547
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.48M
|
+$3.86K
|
+64
|
+0.3%
|
|
|
548
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.46M
|
-$252K
|
-4,182
|
-15%
|
|
|
549
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.46M
|
–
|
–
|
–
|
|
|
550
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.46M
|
+$145K
|
+2,400
|
+11%
|
|
