|
851
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$3.47M
|
+$84.5K
|
+790
|
+2%
|
|
|
852
|
Drive Wealth Management
Lehi,
Utah
|
$3.47M
|
+$299K
|
+2,794
|
+9%
|
|
|
853
|
Wela Strategies
Atlanta,
Georgia
|
$3.47M
|
+$39.1K
|
+365
|
+1%
|
|
|
854
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$3.45M
|
+$13.1K
|
+122
|
+0.4%
|
|
|
855
|
Live Oak Investment Partners
Austin,
Texas
|
$3.44M
|
–
|
–
|
–
|
|
|
856
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.44M
|
-$215K
|
-2,008
|
-6%
|
|
|
857
|
Sebold Capital Management
Lisle,
Illinois
|
$3.43M
|
-$393K
|
-3,669
|
-10%
|
|
|
858
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$3.42M
|
+$197K
|
+1,841
|
+6%
|
|
|
859
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$3.42M
|
+$428
|
+4
|
+0%
|
|
|
860
|
Sandler Capital Management
New York
|
$3.41M
|
+$3.42M
|
+32,000
|
New
|
|
|
861
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$3.39M
|
+$555K
|
+5,192
|
+20%
|
|
|
862
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$3.38M
|
+$641K
|
+5,988
|
+23%
|
|
|
863
|
Vawter Financial
Columbus,
Ohio
|
$3.38M
|
+$14.4K
|
+135
|
+0.4%
|
|
|
864
|
Mutual of America Capital Management
New York
|
$3.38M
|
+$280K
|
+2,619
|
+9%
|
|
|
865
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$3.38M
|
+$42.7K
|
+399
|
+1%
|
|
|
866
|
Horizon Family Wealth
Chicago,
Illinois
|
$3.36M
|
-$121K
|
-1,127
|
-3%
|
|
|
867
|
SOA Wealth Advisors
New York
|
$3.36M
|
-$509K
|
-4,758
|
-13%
|
|
|
868
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$3.34M
|
+$1.36M
|
+12,753
|
+69%
|
|
|
869
|
Summit Wealth Partners
Orlando,
Florida
|
$3.34M
|
+$473K
|
+4,418
|
+16%
|
|
|
870
|
Balanced Wealth Group
Westlake,
Ohio
|
$3.33M
|
-$1.53M
|
-14,332
|
-31%
|
|
|
871
|
Inspire Trust Company
Reno,
Nevada
|
$3.32M
|
+$3.33M
|
+31,153
|
New
|
|
|
872
|
RVW Wealth
Los Angeles,
California
|
$3.32M
|
-$24.5K
|
-229
|
-0.7%
|
|
|
873
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$3.32M
|
-$90.5K
|
-846
|
-3%
|
|
|
874
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$3.31M
|
-$178K
|
-1,662
|
-5%
|
|
|
875
|
Abbrea Capital
Greenbrae,
California
|
$3.31M
|
+$184K
|
+1,723
|
+6%
|
|
