|
201
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$628K
|
-$73.2K
|
-2,651
|
-11%
|
|
|
202
|
Petix & Botte Financial
La Mesa,
California
|
$625K
|
-$616K
|
-22,283
|
-50%
|
|
|
203
|
Leavell Investment Management
Mobile,
Alabama
|
$621K
|
-$32.9K
|
-1,191
|
-5%
|
|
|
204
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$615K
|
-$71.8K
|
-2,600
|
-11%
|
|
|
205
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$614K
|
–
|
–
|
–
|
|
|
206
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$611K
|
+$38.1K
|
+1,378
|
+7%
|
|
|
207
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$611K
|
-$50.4K
|
-1,825
|
-8%
|
|
|
208
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$610K
|
+$326K
|
+11,819
|
+119%
|
|
|
209
|
Planned Solutions
Folsom,
California
|
$607K
|
-$42.7K
|
-1,546
|
-7%
|
|
|
210
|
|
$599K
|
-$140K
|
-5,073
|
-19%
|
|
|
211
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$598K
|
–
|
–
|
–
|
|
|
212
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$597K
|
-$144K
|
-5,217
|
-20%
|
|
|
213
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$592K
|
-$16.9K
|
-613
|
-3%
|
|
|
214
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$589K
|
-$82.2K
|
-2,977
|
-12%
|
|
|
215
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$577K
|
–
|
–
|
–
|
|
|
216
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$551K
|
+$166K
|
+6,000
|
+44%
|
|
|
217
|
Patten & Patten
Chattanooga,
Tennessee
|
$547K
|
-$33.3K
|
-1,205
|
-6%
|
|
|
218
|
Fortitude Family Office
Scottsdale,
Arizona
|
$540K
|
–
|
–
|
–
|
|
|
219
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$537K
|
-$26.7K
|
-966
|
-5%
|
|
|
220
|
New Republic Capital
Charlotte,
North Carolina
|
$536K
|
–
|
–
|
–
|
|
|
221
|
Valeo Financial Advisors
Carmel,
Indiana
|
$532K
|
–
|
–
|
–
|
|
|
222
|
Clarity Capital Partners
Newport Beach,
California
|
$526K
|
+$414
|
+15
|
+0.1%
|
|
|
223
|
Independent Wealth Network
Urbandale,
Iowa
|
$525K
|
+$18.5K
|
+668
|
+4%
|
|
|
224
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$525K
|
+$517K
|
+18,714
|
New
|
|
|
225
|
Panoramic Investment Advisors
Denver,
Colorado
|
$524K
|
+$91.1K
|
+3,299
|
+21%
|
|
