|
276
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.13M
|
–
|
–
|
–
|
|
|
277
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.13M
|
+$1.16M
|
+41,115
|
New
|
|
|
278
|
ERn Financial LLC
Middleton,
Wisconsin
|
$1.12M
|
–
|
–
|
–
|
|
|
279
|
Brewster Financial Planning
Brooklyn,
New York
|
$1.12M
|
+$1.09M
|
+38,513
|
New
|
|
|
280
|
Belpointe Asset Management
Reno,
Nevada
|
$1.06M
|
+$137K
|
+4,850
|
+15%
|
|
|
281
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.05M
|
–
|
–
|
–
|
|
|
282
|
BOK Financial
Tulsa,
Oklahoma
|
$1.05M
|
-$45K
|
-1,594
|
-4%
|
|
|
283
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.04M
|
-$49.2K
|
-1,742
|
-5%
|
|
|
284
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.03M
|
+$97.7K
|
+3,461
|
+11%
|
|
|
285
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.03M
|
+$395K
|
+13,997
|
+65%
|
|
|
286
|
Founders Financial Securities
Towson,
Maryland
|
$1.02M
|
+$6.94K
|
+246
|
+0.7%
|
|
|
287
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.02M
|
–
|
–
|
–
|
|
|
288
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$1.02M
|
-$372K
|
-13,185
|
-27%
|
|
|
289
|
Advisor Resource Council
Dallas,
Texas
|
$1.02M
|
+$993K
|
+35,184
|
New
|
|
|
290
|
Financial Council
Towson,
Maryland
|
$1M
|
+$133K
|
+4,724
|
+16%
|
|
|
291
|
Golden State Wealth Management
Santa Ana,
California
|
$1M
|
+$127K
|
+4,492
|
+15%
|
|
|
292
|
IHT Wealth Management
Chicago,
Illinois
|
$994K
|
+$260K
|
+9,200
|
+37%
|
|
|
293
|
Wealth Architects
Mountain View,
California
|
$989K
|
+$411K
|
+14,580
|
+74%
|
|
|
294
|
Brookstone Capital Management
Wheaton,
Illinois
|
$988K
|
–
|
–
|
–
|
|
|
295
|
Liberty Wealth Management
Oakland,
California
|
$967K
|
-$864K
|
-30,609
|
Closed
|
|
|
296
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$939K
|
-$70.5K
|
-2,500
|
-7%
|
|
|
297
|
Arete Wealth Advisors
Chicago,
Illinois
|
$937K
|
+$1.3K
|
+46
|
+0.1%
|
|
|
298
|
Evoke Wealth
Los Angeles,
California
|
$931K
|
-$59.3K
|
-2,100
|
-6%
|
|
|
299
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$916K
|
–
|
–
|
–
|
|
|
300
|
Collective Family Office
York,
Pennsylvania
|
$911K
|
–
|
–
|
–
|
|
