|
151
|
Whittier Trust
South Pasadena,
California
|
$1.9M
|
+$12.7K
|
+90
|
+0.7%
|
|
|
152
|
SS&H Financial Advisors
Troy,
Michigan
|
$1.9M
|
–
|
–
|
–
|
|
|
153
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$1.89M
|
-$9.87K
|
-70
|
-0.6%
|
|
|
154
|
Family Legacy Inc
Greenville,
South Carolina
|
$1.88M
|
+$15.9K
|
+113
|
+0.9%
|
|
|
155
|
L.J. Altfest & Co
New York
|
$1.84M
|
+$1.74M
|
+12,317
|
New
|
|
|
156
|
Lodestar Private Asset Management
Alamo,
California
|
$1.8M
|
-$22.4K
|
-159
|
-1%
|
|
|
157
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.78M
|
+$1.68M
|
+11,886
|
New
|
|
|
158
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.78M
|
-$23.8K
|
-169
|
-1%
|
|
|
159
|
Vontobel Holding
Zurich,
Switzerland
|
$1.74M
|
-$132K
|
-937
|
-7%
|
|
|
160
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.73M
|
+$774K
|
+5,492
|
+91%
|
|
|
161
|
Parallel Advisors
San Francisco,
California
|
$1.66M
|
+$215K
|
+1,525
|
+16%
|
|
|
162
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.66M
|
+$96.6K
|
+685
|
+7%
|
|
|
163
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$1.65M
|
+$47.1K
|
+334
|
+3%
|
|
|
164
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.65M
|
-$1.57M
|
-11,153
|
-50%
|
|
|
165
|
Belpointe Asset Management
Reno,
Nevada
|
$1.64M
|
+$984K
|
+6,979
|
+175%
|
|
|
166
|
Secure Asset Management
Troy,
Michigan
|
$1.61M
|
-$17.6K
|
-125
|
-1%
|
|
|
167
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.6M
|
+$190K
|
+1,346
|
+14%
|
|
|
168
|
Ignite Planners
San Clemente,
California
|
$1.58M
|
-$49.1K
|
-348
|
-3%
|
|
|
169
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$1.57M
|
-$24K
|
-170
|
-2%
|
|
|
170
|
Global Financial Private Client
Sarasota,
Florida
|
$1.56M
|
-$4.94K
|
-35
|
-0.3%
|
|
|
171
|
Wealthfront Advisers
Palo Alto,
California
|
$1.54M
|
+$97.9K
|
+694
|
+7%
|
|
|
172
|
Wealth Quarterback
Toms River,
New Jersey
|
$1.52M
|
-$1.92M
|
-13,581
|
-57%
|
|
|
173
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.52M
|
+$51.3K
|
+364
|
+4%
|
|
|
174
|
US Bancorp
Minneapolis,
Minnesota
|
$1.49M
|
+$164K
|
+1,160
|
+13%
|
|
|
175
|
Snowden Capital Advisors
New York
|
$1.49M
|
-$86.7K
|
-615
|
-6%
|
|
