|
601
|
Whittier Trust
South Pasadena,
California
|
$281K
|
–
|
–
|
–
|
|
|
602
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$279K
|
+$1.41K
|
+10
|
+0.5%
|
|
|
603
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$279K
|
+$13.2K
|
+94
|
+5%
|
|
|
604
|
SRH Advisors
Salina,
Kansas
|
$276K
|
-$70.4K
|
-500
|
-21%
|
|
|
605
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$275K
|
-$5.23M
|
-37,135
|
-95%
|
|
|
606
|
EP Wealth Advisors
Torrance,
California
|
$272K
|
+$259K
|
+1,842
|
New
|
|
|
607
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$269K
|
-$437K
|
-3,106
|
-63%
|
|
|
608
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$269K
|
+$1.13K
|
+8
|
+0.4%
|
|
|
609
|
Round Rock Advisors
Wilton,
Connecticut
|
$268K
|
+$58.1K
|
+413
|
+30%
|
|
|
610
|
Trust Asset Management
Houston,
Texas
|
$266K
|
-$1.97K
|
-14
|
-0.8%
|
|
|
611
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$266K
|
–
|
–
|
–
|
|
|
612
|
Essex Financial Services
Essex,
Connecticut
|
$263K
|
+$251K
|
+1,783
|
New
|
|
|
613
|
AssetMark Inc
Concord,
California
|
$263K
|
+$7.46K
|
+53
|
+3%
|
|
|
614
|
Cobblestone Capital Advisors
Rochester,
New York
|
$261K
|
-$35K
|
-249
|
-12%
|
|
|
615
|
Total Wealth Planning
Cincinnati,
Ohio
|
$259K
|
+$29.1K
|
+207
|
+13%
|
|
|
616
|
Capital Performance Advisors
Walnut Creek,
California
|
$256K
|
+$244K
|
+1,735
|
New
|
|
|
617
|
Simon Quick Advisors
Morristown,
New Jersey
|
$256K
|
+$24.2K
|
+172
|
+11%
|
|
|
618
|
Gries Financial
Cleveland,
Ohio
|
$255K
|
+$2.11K
|
+15
|
+0.9%
|
|
|
619
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$255K
|
+$28.1K
|
+200
|
+13%
|
|
|
620
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$253K
|
+$1.69K
|
+12
|
+0.6%
|
|
|
621
|
|
$252K
|
+$240K
|
+1,707
|
New
|
|
|
622
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$250K
|
-$6.76K
|
-48
|
-3%
|
|
|
623
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$249K
|
–
|
–
|
–
|
|
|
624
|
Richardson Financial Services
Medway,
Massachusetts
|
$249K
|
-$8.16K
|
-58
|
-3%
|
|
|
625
|
Verisail Partners
Chamblee,
Georgia
|
$248K
|
–
|
–
|
–
|
|
