|
326
|
Whittier Trust
South Pasadena,
California
|
$1.11M
|
+$29.2K
|
+369
|
+3%
|
|
|
327
|
New Capital Management
Houston,
Texas
|
$1.11M
|
+$787K
|
+9,955
|
+248%
|
|
|
328
|
Altium Wealth Management
Purchase,
New York
|
$1.09M
|
-$272K
|
-3,437
|
-20%
|
|
|
329
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$1.08M
|
+$191K
|
+2,415
|
+22%
|
|
|
330
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.08M
|
+$191K
|
+2,415
|
+22%
|
|
|
331
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.07M
|
+$218K
|
+2,756
|
+26%
|
|
|
332
|
AJ Wealth Strategies
New York
|
$1.06M
|
–
|
–
|
–
|
|
|
333
|
Fluent Financial
Dallas,
Texas
|
$1.06M
|
-$4.05M
|
-51,246
|
-79%
|
|
|
334
|
TrueWealth LLC
Atlanta,
Georgia
|
$1.05M
|
+$7.83K
|
+99
|
+0.7%
|
|
|
335
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.03M
|
-$5.61K
|
-71
|
-0.5%
|
|
|
336
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.03M
|
+$76.4K
|
+967
|
+8%
|
|
|
337
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.03M
|
-$11.4K
|
-144
|
-1%
|
|
|
338
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.01M
|
+$109K
|
+1,380
|
+12%
|
|
|
339
|
Huntington National Bank
Columbus,
Ohio
|
$989K
|
–
|
–
|
–
|
|
|
340
|
Grove Bank & Trust
Miami,
Florida
|
$989K
|
+$17.4K
|
+220
|
+2%
|
|
|
341
|
Zhang Financial
Portage,
Michigan
|
$970K
|
–
|
–
|
–
|
|
|
342
|
Mercer Investments
Boston,
Massachusetts
|
$953K
|
-$15.2M
|
-192,039
|
-94%
|
|
|
343
|
Perigon Wealth Management
San Francisco,
California
|
$948K
|
-$951K
|
-12,032
|
-50%
|
|
|
344
|
Courier Capital
Buffalo,
New York
|
$943K
|
+$349K
|
+4,410
|
+59%
|
|
|
345
|
Steward Partners Investment Advisory
New York
|
$942K
|
-$40.6K
|
-513
|
-4%
|
|
|
346
|
Jasper Ridge Partners
Menlo Park,
California
|
$932K
|
-$599K
|
-7,575
|
-39%
|
|
|
347
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$912K
|
+$116K
|
+1,473
|
+15%
|
|
|
348
|
JT Stratford LLC
Gainesville,
Georgia
|
$908K
|
+$457K
|
+5,778
|
+102%
|
|
|
349
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$908K
|
+$647K
|
+8,182
|
+249%
|
|
|
350
|
Bruderman Asset Management
Locust Valley,
New York
|
$902K
|
-$30.4K
|
-384
|
-3%
|
|
