|
401
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$411K
|
–
|
–
|
–
|
|
|
402
|
Charles Schwab
San Francisco,
California
|
$411K
|
+$416K
|
+5,791
|
New
|
|
|
403
|
Clearstead Advisors
Cleveland,
Ohio
|
$410K
|
–
|
–
|
–
|
|
|
404
|
Trek Financial
Scottsdale,
Arizona
|
$409K
|
+$7.98K
|
+111
|
+2%
|
|
|
405
|
Wolff Wiese Magana
Carslbad,
California
|
$407K
|
–
|
–
|
–
|
|
|
406
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$406K
|
+$1.08K
|
+15
|
+0.3%
|
|
|
407
|
GDS Wealth Management
Flower Mound,
Texas
|
$400K
|
+$405K
|
+5,633
|
New
|
|
|
408
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$390K
|
+$395K
|
+5,491
|
New
|
|
|
409
|
Howe & Rusling
Rochester,
New York
|
$377K
|
+$12.6K
|
+175
|
+3%
|
|
|
410
|
Whitney & Co
Rochester,
New York
|
$373K
|
-$20.1K
|
-280
|
-5%
|
|
|
411
|
Realta Investment Advisors
Wilmington,
Delaware
|
$372K
|
+$647
|
+9
|
+0.2%
|
|
|
412
|
Belpointe Asset Management
Reno,
Nevada
|
$364K
|
-$303K
|
-4,219
|
-45%
|
|
|
413
|
Central Trust Company
Jefferson City,
Missouri
|
$364K
|
–
|
–
|
–
|
|
|
414
|
SOL Capital Management
Rockville,
Maryland
|
$364K
|
+$1.08K
|
+15
|
+0.3%
|
|
|
415
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$363K
|
–
|
–
|
–
|
|
|
416
|
ARS Investment Partners
New York
|
$356K
|
–
|
–
|
–
|
|
|
417
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$356K
|
–
|
–
|
–
|
|
|
418
|
OLIO Financial Planning
Mclean,
Virginia
|
$355K
|
+$360K
|
+5,003
|
New
|
|
|
419
|
Willow Creek Wealth Management
Sebastopol,
California
|
$353K
|
–
|
–
|
–
|
|
|
420
|
Strategic Blueprint
Atlanta,
Georgia
|
$346K
|
-$34.5K
|
-480
|
-9%
|
|
|
421
|
Glenview Trust
Louisville,
Kentucky
|
$345K
|
–
|
–
|
–
|
|
|
422
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$344K
|
-$4.1K
|
-57
|
-1%
|
|
|
423
|
|
$344K
|
+$2.16K
|
+30
|
+0.6%
|
|
|
424
|
CIBC World Market
Toronto,
Ontario, Canada
|
$336K
|
-$103K
|
-1,428
|
-23%
|
|
|
425
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$333K
|
–
|
–
|
–
|
|
