|
526
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$332K
|
-$121K
|
-1,479
|
-26%
|
|
|
527
|
Summit X LLC
Chesterfield,
Missouri
|
$331K
|
–
|
–
|
–
|
|
|
528
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$328K
|
+$15.2K
|
+185
|
+5%
|
|
|
529
|
Principal Securities
Des Moines,
Iowa
|
$327K
|
–
|
–
|
–
|
|
|
530
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$326K
|
–
|
–
|
–
|
|
|
531
|
Bessemer Group
Woodbridge,
New Jersey
|
$324K
|
+$333K
|
+4,060
|
New
|
|
|
532
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$322K
|
-$57.1K
|
-697
|
-15%
|
|
|
533
|
WJ Wealth Management
Glendale,
Arizona
|
$319K
|
–
|
–
|
–
|
|
|
534
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$319K
|
-$13.6K
|
-166
|
-4%
|
|
|
535
|
KWB Wealth
Redlands,
California
|
$318K
|
+$19K
|
+232
|
+6%
|
|
|
536
|
Fiduciary Alliance
Greenville,
South Carolina
|
$310K
|
+$318K
|
+3,884
|
New
|
|
|
537
|
Clearview Wealth Advisors
Salem,
Oregon
|
$308K
|
-$7.04K
|
-86
|
-2%
|
|
|
538
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$306K
|
-$95.1K
|
-1,161
|
-23%
|
|
|
539
|
Univest Financial
Souderton,
Pennsylvania
|
$306K
|
–
|
–
|
–
|
|
|
540
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$303K
|
–
|
–
|
–
|
|
|
541
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$303K
|
–
|
–
|
–
|
|
|
542
|
Calton & Associates
Tampa,
Florida
|
$300K
|
+$1.06K
|
+13
|
+0.3%
|
|
|
543
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$300K
|
–
|
–
|
–
|
|
|
544
|
Everhart Financial Group
Dublin,
Ohio
|
$300K
|
–
|
–
|
–
|
|
|
545
|
Cozad Asset Management
Champaign,
Illinois
|
$297K
|
–
|
–
|
–
|
|
|
546
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$295K
|
+$303K
|
+3,700
|
New
|
|
|
547
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$295K
|
+$82
|
+1
|
+0%
|
|
|
548
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$292K
|
-$37.1K
|
-453
|
-11%
|
|
|
549
|
PFG Investments
Woodbury,
New York
|
$287K
|
+$37.4K
|
+457
|
+15%
|
|
|
550
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$286K
|
-$6.88K
|
-84
|
-2%
|
|
