|
851
|
Frank Rimerman Advisors
Palo Alto,
California
|
$322K
|
–
|
–
|
–
|
|
|
852
|
Private Trust Company
Cleveland,
Ohio
|
$322K
|
+$13.6K
|
+231
|
+4%
|
|
|
853
|
EHP Funds Inc
Toronto,
Canada
|
$321K
|
-$180K
|
-3,050
|
-34%
|
|
|
854
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$320K
|
-$31.2K
|
-528
|
-8%
|
|
|
855
|
Independent Financial Group
San Diego,
California
|
$317K
|
+$472
|
+8
|
+0.1%
|
|
|
856
|
|
$316K
|
-$201K
|
-3,400
|
-37%
|
|
|
857
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$315K
|
–
|
–
|
–
|
|
|
858
|
Charles Schwab Trust
Henderson,
Nevada
|
$315K
|
+$4.6K
|
+78
|
+1%
|
|
|
859
|
|
$312K
|
+$333K
|
+5,642
|
New
|
|
|
860
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$311K
|
–
|
–
|
–
|
|
|
861
|
Pioneer Trust Bank
Salem,
Oregon
|
$311K
|
–
|
–
|
–
|
|
|
862
|
Biltmore Wealth Management
Tempe,
Arizona
|
$311K
|
+$2.13K
|
+36
|
+0.6%
|
|
|
863
|
Investment Advisory Services
The Woodlands,
Texas
|
$311K
|
+$72.1K
|
+1,222
|
+28%
|
|
|
864
|
SlateStone Wealth
Jupiter,
Florida
|
$310K
|
–
|
–
|
–
|
|
|
865
|
OneAscent Financial Services
Birmingham,
Alabama
|
$310K
|
+$112K
|
+1,893
|
+51%
|
|
|
866
|
Moody National Bank Trust Division
Galveston,
Texas
|
$310K
|
+$331K
|
+5,606
|
New
|
|
|
867
|
Advisor Resource Council
Dallas,
Texas
|
$303K
|
+$110K
|
+1,862
|
+51%
|
|
|
868
|
First Citizens Financial Corp
Mason City,
Iowa
|
$302K
|
–
|
–
|
–
|
|
|
869
|
Calton & Associates
Tampa,
Florida
|
$301K
|
-$10.4K
|
-177
|
-3%
|
|
|
870
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$300K
|
-$1.36K
|
-23
|
-0.4%
|
|
|
871
|
Kanawha Capital Management
Richmond,
Virginia
|
$300K
|
–
|
–
|
–
|
|
|
872
|
Tradewinds LLC
Raleigh,
North Carolina
|
$300K
|
+$320K
|
+5,416
|
New
|
|
|
873
|
Continuum Advisory
Eagle,
Idaho
|
$299K
|
-$27.4K
|
-464
|
-8%
|
|
|
874
|
Integrated Advisors Network
Dallas,
Texas
|
$299K
|
-$7.38K
|
-125
|
-2%
|
|
|
875
|
TD Private Client Wealth
New York
|
$299K
|
+$23K
|
+390
|
+8%
|
|
