|
601
|
One Wealth Advisors
San Francisco,
California
|
$321K
|
+$148K
|
+1,967
|
+86%
|
|
|
602
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$321K
|
–
|
–
|
–
|
|
|
603
|
Bartlett & Co
Cincinnati,
Ohio
|
$321K
|
–
|
–
|
–
|
|
|
604
|
Abacus Planning Group
Columbia,
South Carolina
|
$321K
|
–
|
–
|
–
|
|
|
605
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$320K
|
–
|
–
|
–
|
|
|
606
|
Mutual Advisors
Omaha,
Nebraska
|
$320K
|
-$74.2K
|
-983
|
-19%
|
|
|
607
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$319K
|
+$30.2K
|
+400
|
+11%
|
|
|
608
|
Delta Investment Management
San Francisco,
California
|
$318K
|
-$31.5K
|
-418
|
-9%
|
|
|
609
|
|
$316K
|
–
|
–
|
–
|
|
|
610
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$315K
|
+$12K
|
+159
|
+4%
|
|
|
611
|
Scotia Capital
Toronto,
Ontario, Canada
|
$314K
|
+$88.7K
|
+1,176
|
+39%
|
|
|
612
|
IMS Capital Management
Portland,
Oregon
|
$311K
|
+$311K
|
+4,116
|
New
|
|
|
613
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$311K
|
-$8.53K
|
-113
|
-3%
|
|
|
614
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$309K
|
+$309K
|
+4,093
|
New
|
|
|
615
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$308K
|
+$308K
|
+4,081
|
New
|
|
|
616
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$304K
|
+$5.28K
|
+70
|
+2%
|
|
|
617
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$304K
|
+$9.81K
|
+130
|
+3%
|
|
|
618
|
Ignite Planners
San Clemente,
California
|
$301K
|
–
|
–
|
–
|
|
|
619
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$298K
|
+$298K
|
+3,951
|
New
|
|
|
620
|
Carmel Capital Partners
San Diego,
California
|
$296K
|
-$20K
|
-265
|
-6%
|
|
|
621
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$296K
|
–
|
–
|
–
|
|
|
622
|
Profund Advisors
Bethesda,
Maryland
|
$293K
|
-$23.7K
|
-314
|
-7%
|
|
|
623
|
Belpointe Asset Management
Reno,
Nevada
|
$289K
|
-$8K
|
-106
|
-3%
|
|
|
624
|
SeaCrest Wealth Management
Purchase,
New York
|
$288K
|
-$16.1K
|
-213
|
-5%
|
|
|
625
|
Echo Street Capital Management
New York
|
$287K
|
-$40.7K
|
-539
|
-12%
|
|
