|
526
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$6.1M
|
-$192K
|
-1,946
|
-3%
|
|
|
527
|
Blue Barn Wealth
Orem,
Utah
|
$6.07M
|
-$218K
|
-2,207
|
-3%
|
|
|
528
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$6.07M
|
-$260K
|
-2,634
|
-4%
|
|
|
529
|
Lake Street Private Wealth
Chicago,
Illinois
|
$6.02M
|
+$235K
|
+2,381
|
+4%
|
|
|
530
|
Redwood Investment Management
Scottsdale,
Arizona
|
$5.98M
|
+$23.2K
|
+235
|
+0.4%
|
|
|
531
|
Litman Gregory Wealth Management
Larkspur,
California
|
$5.97M
|
+$6.03M
|
+60,988
|
New
|
|
|
532
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$5.96M
|
-$10.1M
|
-101,690
|
-63%
|
|
|
533
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5.96M
|
-$3.44M
|
-34,804
|
-36%
|
|
|
534
|
Cosner Financial Group
Windsor,
Colorado
|
$5.96M
|
+$6.01M
|
+60,822
|
New
|
|
|
535
|
TCI Wealth Advisors
Tucson,
Arizona
|
$5.94M
|
+$854K
|
+8,637
|
+17%
|
|
|
536
|
TRUADVICE
Sarasota,
Florida
|
$5.88M
|
-$4.11M
|
-41,535
|
-41%
|
|
|
537
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$5.8M
|
+$2.8M
|
+28,330
|
+92%
|
|
|
538
|
WBH Advisory
Baltimore,
Maryland
|
$5.79M
|
+$49.5K
|
+501
|
+0.9%
|
|
|
539
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.76M
|
-$177K
|
-1,793
|
-3%
|
|
|
540
|
Weil Company
San Diego,
California
|
$5.74M
|
-$38.6K
|
-390
|
-0.7%
|
|
|
541
|
Millennium Management
New York
|
$5.73M
|
+$5.78M
|
+58,456
|
New
|
|
|
542
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.68M
|
-$493K
|
-4,987
|
-8%
|
|
|
543
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$5.66M
|
+$181K
|
+1,828
|
+3%
|
|
|
544
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$5.65M
|
+$5.7M
|
+57,660
|
New
|
|
|
545
|
Linscomb Wealth
Houston,
Texas
|
$5.64M
|
-$10.1K
|
-102
|
-0.2%
|
|
|
546
|
Ballentine Partners
Waltham,
Massachusetts
|
$5.63M
|
-$263K
|
-2,658
|
-4%
|
|
|
547
|
Strategic Financial Concepts
San Antonio,
Texas
|
$5.56M
|
+$1.45M
|
+14,655
|
+35%
|
|
|
548
|
Level Four Advisory Services
Dallas,
Texas
|
$5.55M
|
+$163K
|
+1,653
|
+3%
|
|
|
549
|
TD Private Client Wealth
New York
|
$5.53M
|
-$1.15M
|
-11,664
|
-17%
|
|
|
550
|
Caldwell Trust
Venice,
Florida
|
$5.52M
|
-$692K
|
-6,997
|
-11%
|
|
