|
151
|
Whittier Trust
South Pasadena,
California
|
$636K
|
+$132K
|
+4,215
|
+25%
|
|
|
152
|
KWB Wealth
Redlands,
California
|
$632K
|
+$75K
|
+2,393
|
+12%
|
|
|
153
|
Trust Company of Toledo
Holland,
Ohio
|
$626K
|
+$669K
|
+21,348
|
New
|
|
|
154
|
NWAM LLC
Mercer Island,
Washington
|
$611K
|
+$653K
|
+20,832
|
New
|
|
|
155
|
Beacon Pointe Advisors
Newport Beach,
California
|
$571K
|
+$611K
|
+19,470
|
New
|
|
|
156
|
NewEdge Advisors
New Orleans,
Louisiana
|
$560K
|
+$582K
|
+18,572
|
+3,714%
|
|
|
157
|
|
$558K
|
+$122K
|
+3,885
|
+26%
|
|
|
158
|
Presidio Capital Management
San Diego,
California
|
$553K
|
-$14.4K
|
-460
|
-2%
|
|
|
159
|
Belpointe Asset Management
Reno,
Nevada
|
$548K
|
+$159K
|
+5,070
|
+37%
|
|
|
160
|
CGN Advisors
Manhattan,
Kansas
|
$538K
|
-$13.7K
|
-437
|
-2%
|
|
|
161
|
Level Four Advisory Services
Dallas,
Texas
|
$535K
|
+$63.2K
|
+2,015
|
+12%
|
|
|
162
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$531K
|
+$569K
|
+18,134
|
New
|
|
|
163
|
Ascension Capital Advisors
Houston,
Texas
|
$509K
|
+$544K
|
+17,363
|
New
|
|
|
164
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$508K
|
+$215K
|
+6,867
|
+66%
|
|
|
165
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$507K
|
-$173K
|
-5,506
|
-24%
|
|
|
166
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$504K
|
+$62.6K
|
+1,997
|
+13%
|
|
|
167
|
Worth Asset Management
Dallas,
Texas
|
$499K
|
-$174K
|
-5,562
|
-25%
|
|
|
168
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$476K
|
+$410K
|
+13,066
|
+411%
|
|
|
169
|
Advisory Alpha
Holland,
Michigan
|
$475K
|
-$31
|
-1
|
-0%
|
|
|
170
|
|
$473K
|
-$163K
|
-5,209
|
-24%
|
|
|
171
|
Vavra Capital Management
Collegeville,
Pennsylvania
|
$445K
|
+$7.02K
|
+224
|
+2%
|
|
|
172
|
PFG Investments
Woodbury,
New York
|
$427K
|
+$40.7K
|
+1,297
|
+10%
|
|
|
173
|
Entelevest
Coral Gables,
Florida
|
$420K
|
+$63.5K
|
+2,025
|
+16%
|
|
|
174
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$388K
|
–
|
–
|
–
|
|
|
175
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$383K
|
-$110K
|
-3,500
|
-21%
|
|
