|
401
|
Whittier Trust
South Pasadena,
California
|
$272K
|
–
|
–
|
–
|
|
|
402
|
SimplyRich
Carlsbad,
California
|
$271K
|
–
|
–
|
–
|
|
|
403
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$269K
|
+$241K
|
+3,320
|
New
|
|
|
404
|
Bartlett & Co
Cincinnati,
Ohio
|
$268K
|
–
|
–
|
–
|
|
|
405
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$268K
|
–
|
–
|
–
|
|
|
406
|
SouthState Corp
Winter Haven,
Florida
|
$264K
|
-$32.7K
|
-450
|
-12%
|
|
|
407
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$264K
|
+$16.1K
|
+222
|
+7%
|
|
|
408
|
9258 Wealth Management
Blue Ash,
Ohio
|
$261K
|
-$414K
|
-5,690
|
-64%
|
|
|
409
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$261K
|
+$233K
|
+3,205
|
New
|
|
|
410
|
Jordan Park Group
San Francisco,
California
|
$259K
|
+$231K
|
+3,180
|
New
|
|
|
411
|
Cypress Wealth Services
Palm Desert,
California
|
$257K
|
+$229K
|
+3,156
|
New
|
|
|
412
|
Element Wealth
Ridgeland,
Mississippi
|
$256K
|
-$10.8K
|
-148
|
-4%
|
|
|
413
|
NewEdge Advisors
New Orleans,
Louisiana
|
$253K
|
+$227K
|
+3,117
|
New
|
|
|
414
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$251K
|
+$224K
|
+3,087
|
New
|
|
|
415
|
|
$251K
|
+$225K
|
+3,092
|
New
|
|
|
416
|
Aveo Capital Partners
Englewood,
Colorado
|
$249K
|
+$223K
|
+3,068
|
New
|
|
|
417
|
Parsec Financial Management
Asheville,
North Carolina
|
$248K
|
+$221K
|
+3,045
|
New
|
|
|
418
|
Smart Portfolios LLC
Seattle,
Washington
|
$248K
|
+$221K
|
+3,045
|
New
|
|
|
419
|
Quest Capital Management
Dallas,
Texas
|
$243K
|
+$217K
|
+2,986
|
New
|
|
|
420
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$243K
|
+$218K
|
+3,000
|
New
|
|
|
421
|
Sandy Spring Bank
Olney,
Maryland
|
$239K
|
–
|
–
|
–
|
|
|
422
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$239K
|
+$14.5K
|
+200
|
+7%
|
|
|
423
|
SkyOak Wealth
Southfield,
Michigan
|
$238K
|
+$213K
|
+2,926
|
New
|
|
|
424
|
|
$237K
|
-$39.2K
|
-540
|
-16%
|
|
|
425
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$235K
|
+$211K
|
+2,902
|
New
|
|
