|
451
|
Whittier Trust
South Pasadena,
California
|
$343K
|
–
|
–
|
–
|
|
|
452
|
Accredited Investors
Edina,
Minnesota
|
$341K
|
-$6.06K
|
-150
|
-2%
|
|
|
453
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$333K
|
–
|
–
|
–
|
|
|
454
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$330K
|
–
|
–
|
–
|
|
|
455
|
Newton One Investments
Newark,
Delaware
|
$330K
|
+$1.33K
|
+33
|
+0.4%
|
|
|
456
|
Integrity Wealth Solutions
Denver,
Colorado
|
$329K
|
+$1.33K
|
+33
|
+0.4%
|
|
|
457
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$329K
|
-$4.16K
|
-103
|
-1%
|
|
|
458
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$321K
|
–
|
–
|
–
|
|
|
459
|
Pasadena Private Wealth
Pasadena,
California
|
$319K
|
–
|
–
|
–
|
|
|
460
|
One Degree Advisors
San Diego,
California
|
$316K
|
+$445
|
+11
|
+0.1%
|
|
|
461
|
Institute for Wealth Management
Denver,
Colorado
|
$312K
|
–
|
–
|
–
|
|
|
462
|
Holt Capital Partners
Fort Worth,
Texas
|
$312K
|
–
|
–
|
–
|
|
|
463
|
Mission Hills Financial Advisory
San Diego,
California
|
$310K
|
+$289K
|
+7,149
|
New
|
|
|
464
|
Lantz Financial
Naperville,
Illinois
|
$309K
|
+$299K
|
+7,406
|
New
|
|
|
465
|
HB Wealth Management
Atlanta,
Georgia
|
$308K
|
+$299K
|
+7,398
|
New
|
|
|
466
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$306K
|
–
|
–
|
–
|
|
|
467
|
Elser Financial Planning
Indianapolis,
Indiana
|
$305K
|
-$38.2M
|
-944,876
|
-99%
|
|
|
468
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$304K
|
+$281K
|
+6,965
|
New
|
|
|
469
|
MBL Wealth
Charlotte,
North Carolina
|
$301K
|
–
|
–
|
–
|
|
|
470
|
Bessemer Group
Woodbridge,
New Jersey
|
$301K
|
–
|
–
|
–
|
|
|
471
|
Grandfield & Dodd
New York
|
$301K
|
–
|
–
|
–
|
|
|
472
|
MB Generational Wealth
Spokane,
Washington
|
$300K
|
–
|
–
|
–
|
|
|
473
|
Joel Isaacson & Co
New York
|
$300K
|
–
|
–
|
–
|
|
|
474
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$300K
|
+$1.21K
|
+30
|
+0.4%
|
|
|
475
|
Revisor Wealth Management
Akron,
Ohio
|
$293K
|
–
|
–
|
–
|
|
