|
201
|
Running Point Capital Advisors
El Segundo,
California
|
$497K
|
+$2.83K
|
+99
|
+0.5%
|
|
|
202
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$491K
|
+$58.8K
|
+2,057
|
+12%
|
|
|
203
|
KeyBank National Association
Cleveland,
Ohio
|
$485K
|
–
|
–
|
–
|
|
|
204
|
|
$474K
|
–
|
–
|
–
|
|
|
205
|
Bank of New York Mellon
New York
|
$461K
|
-$1.43K
|
-50
|
-0.3%
|
|
|
206
|
Beta Wealth Group
San Diego,
California
|
$461K
|
+$511K
|
+17,879
|
New
|
|
|
207
|
|
$451K
|
-$20.9K
|
-730
|
-4%
|
|
|
208
|
IFG Advisors
St. Louis,
Missouri
|
$442K
|
-$2.29K
|
-80
|
-0.5%
|
|
|
209
|
Koshinski Asset Management
Decatur,
Illinois
|
$439K
|
-$3.23K
|
-113
|
-0.7%
|
|
|
210
|
Safeguard Investment Advisory Group
Corona,
California
|
$437K
|
+$75.6K
|
+2,645
|
+18%
|
|
|
211
|
Asset Dedication LLC
San Francisco,
California
|
$433K
|
+$514
|
+18
|
+0.1%
|
|
|
212
|
Hemington Wealth Management
Falls Church,
Virginia
|
$426K
|
-$210K
|
-7,338
|
-31%
|
|
|
213
|
Belpointe Asset Management
Reno,
Nevada
|
$419K
|
-$12K
|
-420
|
-3%
|
|
|
214
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$416K
|
-$34.9K
|
-1,220
|
-7%
|
|
|
215
|
Ironwood Financial
Tucson,
Arizona
|
$410K
|
–
|
–
|
–
|
|
|
216
|
Montag & Associates
Atlanta,
Georgia
|
$405K
|
+$2.26K
|
+79
|
+0.5%
|
|
|
217
|
|
$404K
|
-$2.17K
|
-76
|
-0.5%
|
|
|
218
|
M Holdings Securities
Portland,
Oregon
|
$391K
|
+$13.3K
|
+464
|
+3%
|
|
|
219
|
Tarbox Family Office
Newport Beach,
California
|
$374K
|
–
|
–
|
–
|
|
|
220
|
Helen Stephens Group
Fort Worth,
Texas
|
$374K
|
+$1.69K
|
+59
|
+0.4%
|
|
|
221
|
Alesco Advisors
Pittsford,
New York
|
$373K
|
+$413K
|
+14,465
|
New
|
|
|
222
|
Silicon Hills Wealth Management
Austin,
Texas
|
$372K
|
–
|
–
|
–
|
|
|
223
|
WealthOne
Albany,
New York
|
$371K
|
+$400
|
+14
|
+0.1%
|
|
|
224
|
Mraz Amerine & Associates
Modesto,
California
|
$362K
|
+$401K
|
+14,046
|
New
|
|
|
225
|
Brighton Jones LLC
Seattle,
Washington
|
$361K
|
-$2.52M
|
-88,230
|
-86%
|
|
