|
826
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$1.38M
|
–
|
–
|
–
|
|
|
827
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.37M
|
-$232K
|
-1,260
|
-14%
|
|
|
828
|
Aberdeen Group
Edinburgh,
United Kingdom
|
$1.37M
|
+$1.41M
|
+7,700
|
New
|
|
|
829
|
Hudson Capital Management
Ramsey,
New Jersey
|
$1.37M
|
-$69.5K
|
-378
|
-5%
|
|
|
830
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.36M
|
-$118K
|
-643
|
-8%
|
|
|
831
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$1.36M
|
+$1.4M
|
+7,620
|
New
|
|
|
832
|
First Foundation Advisors
Irvine,
California
|
$1.36M
|
+$280K
|
+1,526
|
+25%
|
|
|
833
|
Bailard
Foster City,
California
|
$1.35M
|
-$75.1M
|
-408,694
|
-98%
|
|
|
834
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.35M
|
+$1.4M
|
+7,600
|
New
|
|
|
835
|
Argent Trust Co
Nashville,
Tennessee
|
$1.35M
|
+$227K
|
+1,233
|
+19%
|
|
|
836
|
Impact Partnership Wealth
Marietta,
Georgia
|
$1.35M
|
+$1.39M
|
+7,589
|
New
|
|
|
837
|
M Holdings Securities
Portland,
Oregon
|
$1.35M
|
-$7.63M
|
-41,535
|
-85%
|
|
|
838
|
Hamel Associates
Chatham,
New Jersey
|
$1.35M
|
+$67.1K
|
+365
|
+5%
|
|
|
839
|
Finer Wealth Management
Salem,
Massachusetts
|
$1.35M
|
+$4.23K
|
+23
|
+0.3%
|
|
|
840
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.34M
|
-$2.85M
|
-15,521
|
-67%
|
|
|
841
|
Running Point Capital Advisors
El Segundo,
California
|
$1.34M
|
+$17.1K
|
+93
|
+1%
|
|
|
842
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.33M
|
-$244K
|
-1,329
|
-15%
|
|
|
843
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.33M
|
+$14.1K
|
+77
|
+1%
|
|
|
844
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.33M
|
+$71.1K
|
+387
|
+5%
|
|
|
845
|
Financial Management Network
Mission Viejo,
California
|
$1.31M
|
–
|
–
|
–
|
|
|
846
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.31M
|
+$28.7K
|
+156
|
+2%
|
|
|
847
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.31M
|
-$50.5K
|
-275
|
-4%
|
|
|
848
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.3M
|
+$25.7K
|
+140
|
+2%
|
|
|
849
|
GeoWealth Management
Chicago,
Illinois
|
$1.3M
|
+$586K
|
+3,190
|
+78%
|
|
|
850
|
Black Maple Capital Management
Milwaukee,
Wisconsin
|
$1.3M
|
-$312K
|
-1,700
|
-19%
|
|
