|
126
|
WESPAC Advisors
Orinda,
California
|
$437K
|
+$458K
|
+4,078
|
New
|
|
|
127
|
Raymond James Trust
St. Petersburg,
Florida
|
$432K
|
-$53.6K
|
-478
|
-11%
|
|
|
128
|
William Blair & Company
Chicago,
Illinois
|
$430K
|
+$53.9K
|
+480
|
+14%
|
|
|
129
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$418K
|
–
|
–
|
–
|
|
|
130
|
Meridian Wealth Management
Lexington,
Kentucky
|
$407K
|
+$1.79K
|
+16
|
+0.4%
|
|
|
131
|
Occidental Asset Management
Burlingame,
California
|
$398K
|
+$35.1K
|
+313
|
+9%
|
|
|
132
|
Avantax Advisory Services
Dallas,
Texas
|
$389K
|
+$74.2K
|
+661
|
+22%
|
|
|
133
|
Choate Investment Advisors
Boston,
Massachusetts
|
$369K
|
–
|
–
|
–
|
|
|
134
|
Belpointe Asset Management
Reno,
Nevada
|
$369K
|
+$2.81K
|
+25
|
+0.7%
|
|
|
135
|
Better Money Decisions
Santa Fe,
New Mexico
|
$367K
|
+$785
|
+7
|
+0.2%
|
|
|
136
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$365K
|
–
|
–
|
–
|
|
|
137
|
Abbrea Capital
Greenbrae,
California
|
$364K
|
–
|
–
|
–
|
|
|
138
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$358K
|
+$449
|
+4
|
+0.1%
|
|
|
139
|
Valmark Advisers
Akron,
Ohio
|
$355K
|
+$449
|
+4
|
+0.1%
|
|
|
140
|
Veracity Capital
Atlanta,
Georgia
|
$353K
|
-$122K
|
-1,090
|
-25%
|
|
|
141
|
First Merchants Corp
Muncie,
Indiana
|
$342K
|
–
|
–
|
–
|
|
|
142
|
Summit Financial Group
Moorefield,
West Virginia
|
$342K
|
–
|
–
|
–
|
|
|
143
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$340K
|
–
|
–
|
–
|
|
|
144
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$338K
|
+$56.8K
|
+506
|
+19%
|
|
|
145
|
Commerce Bank
Kansas City,
Missouri
|
$333K
|
–
|
–
|
–
|
|
|
146
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$331K
|
-$19K
|
-169
|
-5%
|
|
|
147
|
Comerica Bank
Dallas,
Texas
|
$326K
|
–
|
–
|
–
|
|
|
148
|
Northern Trust
Chicago,
Illinois
|
$326K
|
+$342K
|
+3,046
|
New
|
|
|
149
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$314K
|
–
|
–
|
–
|
|
|
150
|
Samalin Investment Counsel
Chappaqua,
New York
|
$313K
|
-$18.9K
|
-168
|
-5%
|
|
