|
401
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$266K
|
–
|
–
|
–
|
|
|
402
|
Pasadena Private Wealth
Pasadena,
California
|
$264K
|
–
|
–
|
–
|
|
|
403
|
Raymond James Trust
St. Petersburg,
Florida
|
$263K
|
+$50.8K
|
+1,520
|
+25%
|
|
|
404
|
Neuberger Berman Group
New York
|
$263K
|
+$255K
|
+7,619
|
New
|
|
|
405
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$261K
|
–
|
–
|
–
|
|
|
406
|
Evoke Wealth
Los Angeles,
California
|
$253K
|
–
|
–
|
–
|
|
|
407
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$251K
|
+$243K
|
+7,275
|
New
|
|
|
408
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$250K
|
+$1.24K
|
+37
|
+0.5%
|
|
|
409
|
MBL Wealth
Charlotte,
North Carolina
|
$249K
|
–
|
–
|
–
|
|
|
410
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$249K
|
–
|
–
|
–
|
|
|
411
|
Joel Isaacson & Co
New York
|
$248K
|
–
|
–
|
–
|
|
|
412
|
MGO One Seven
Beachwood,
Ohio
|
$246K
|
+$22K
|
+657
|
+10%
|
|
|
413
|
GSB Wealth Management
Guilford,
Connecticut
|
$242K
|
–
|
–
|
–
|
|
|
414
|
Well Done LLC
Holland,
Michigan
|
$241K
|
–
|
–
|
–
|
|
|
415
|
Intrua Financial
Houston,
Texas
|
$241K
|
–
|
–
|
–
|
|
|
416
|
Waterfront Wealth
Overland Park,
Kansas
|
$239K
|
–
|
–
|
–
|
|
|
417
|
Cladis Investment Advisory
Billings,
Montana
|
$238K
|
–
|
–
|
–
|
|
|
418
|
Bison Wealth
Atlanta,
Georgia
|
$236K
|
+$229K
|
+6,851
|
New
|
|
|
419
|
HWG Holdings
Houston,
Texas
|
$236K
|
+$228K
|
+6,839
|
New
|
|
|
420
|
Lockerman Financial Group
Newport Beach,
California
|
$235K
|
–
|
–
|
–
|
|
|
421
|
Leavell Investment Management
Mobile,
Alabama
|
$233K
|
-$25K
|
-747
|
-10%
|
|
|
422
|
Maryland Capital Advisors
Chester,
Maryland
|
$232K
|
–
|
–
|
–
|
|
|
423
|
SignatureFD
Atlanta,
Georgia
|
$229K
|
–
|
–
|
–
|
|
|
424
|
|
$224K
|
–
|
–
|
–
|
|
|
425
|
Cetera Advisors
Denver,
Colorado
|
$224K
|
-$92.7K
|
-2,774
|
-30%
|
|
