|
501
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$343K
|
-$40.7K
|
-970
|
-9%
|
|
|
502
|
Newton One Investments
Newark,
Delaware
|
$343K
|
+$1.34K
|
+32
|
+0.4%
|
|
|
503
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$342K
|
–
|
–
|
–
|
|
|
504
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$340K
|
+$1.39K
|
+33
|
+0.4%
|
|
|
505
|
Whittier Trust
South Pasadena,
California
|
$339K
|
–
|
–
|
–
|
|
|
506
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$328K
|
+$334K
|
+7,947
|
New
|
|
|
507
|
Optima Capital
Beaverton,
Oregon
|
$326K
|
–
|
–
|
–
|
|
|
508
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$317K
|
–
|
–
|
–
|
|
|
509
|
Integrity Wealth Solutions
Denver,
Colorado
|
$316K
|
+$1.3K
|
+31
|
+0.4%
|
|
|
510
|
Pasadena Private Wealth
Pasadena,
California
|
$315K
|
–
|
–
|
–
|
|
|
511
|
Aviance Capital Partners
Naples,
Florida
|
$315K
|
+$321K
|
+7,638
|
New
|
|
|
512
|
Institute for Wealth Management
Denver,
Colorado
|
$309K
|
–
|
–
|
–
|
|
|
513
|
Holt Capital Partners
Fort Worth,
Texas
|
$308K
|
–
|
–
|
–
|
|
|
514
|
Lantz Financial
Naperville,
Illinois
|
$305K
|
–
|
–
|
–
|
|
|
515
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$303K
|
–
|
–
|
–
|
|
|
516
|
Elser Financial Planning
Indianapolis,
Indiana
|
$302K
|
-$41.1M
|
-978,212
|
-99%
|
|
|
517
|
UMB Bank
Kansas City,
Missouri
|
$301K
|
–
|
–
|
–
|
|
|
518
|
MBL Wealth
Charlotte,
North Carolina
|
$298K
|
–
|
–
|
–
|
|
|
519
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$297K
|
+$1.22K
|
+29
|
+0.4%
|
|
|
520
|
Grandfield & Dodd
New York
|
$297K
|
–
|
–
|
–
|
|
|
521
|
MB Generational Wealth
Spokane,
Washington
|
$296K
|
–
|
–
|
–
|
|
|
522
|
Joel Isaacson & Co
New York
|
$296K
|
–
|
–
|
–
|
|
|
523
|
Mission Hills Financial Advisory
San Diego,
California
|
$295K
|
–
|
–
|
–
|
|
|
524
|
Caldwell Trust
Venice,
Florida
|
$292K
|
–
|
–
|
–
|
|
|
525
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$290K
|
–
|
–
|
–
|
|
