|
301
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$1.07M
|
–
|
–
|
–
|
|
|
302
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.07M
|
+$66.3K
|
+662
|
+7%
|
|
|
303
|
Regatta Capital Group
El Segundo,
California
|
$1.06M
|
+$595K
|
+5,934
|
+127%
|
|
|
304
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$1.06M
|
–
|
–
|
–
|
|
|
305
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1.06M
|
-$501K
|
-5,000
|
-32%
|
|
|
306
|
Bank of New York Mellon
New York
|
$1.06M
|
+$561K
|
+5,598
|
+114%
|
|
|
307
|
L & S Advisors
Los Angeles,
California
|
$1.06M
|
+$637K
|
+6,354
|
+153%
|
|
|
308
|
Gratus Capital
Atlanta,
Georgia
|
$1.05M
|
-$20K
|
-200
|
-2%
|
|
|
309
|
Channel Wealth
Santa Barbara,
California
|
$1.05M
|
+$1.05M
|
+10,436
|
New
|
|
|
310
|
Austin Wealth Management
Austin,
Texas
|
$1.05M
|
-$1.7K
|
-17
|
-0.2%
|
|
|
311
|
Farther Finance Advisors
San Francisco,
California
|
$1.03M
|
+$904K
|
+9,019
|
+687%
|
|
|
312
|
Macroview Investment Management
Bethesda,
Maryland
|
$1.03M
|
-$17.4K
|
-174
|
-2%
|
|
|
313
|
Creative Capital Management Investments
San Diego,
California
|
$1.03M
|
-$182K
|
-1,819
|
-15%
|
|
|
314
|
Omega Financial Group
Santa Barbara,
California
|
$1.03M
|
+$23.3K
|
+233
|
+2%
|
|
|
315
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.02M
|
-$902
|
-9
|
-0.1%
|
|
|
316
|
SteelPeak Wealth
Woodland Hills,
California
|
$997K
|
+$994K
|
+9,920
|
New
|
|
|
317
|
John W. Brooker & Co
Oakland,
California
|
$996K
|
-$339K
|
-3,381
|
-25%
|
|
|
318
|
Independent Wealth Network
Urbandale,
Iowa
|
$992K
|
-$86.5K
|
-863
|
-8%
|
|
|
319
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$989K
|
–
|
–
|
–
|
|
|
320
|
Principal Securities
Des Moines,
Iowa
|
$973K
|
+$934K
|
+9,322
|
+2,619%
|
|
|
321
|
Mutual Advisors
Omaha,
Nebraska
|
$971K
|
-$155K
|
-1,543
|
-14%
|
|
|
322
|
Gries Financial
Cleveland,
Ohio
|
$946K
|
+$440K
|
+4,394
|
+88%
|
|
|
323
|
LexAurum Advisors
Overland Park,
Kansas
|
$930K
|
-$30.1K
|
-300
|
-3%
|
|
|
324
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$925K
|
-$855K
|
-8,534
|
-48%
|
|
|
325
|
Matthew Hamilton Rosenberg
|
$916K
|
-$35.8K
|
-357
|
-4%
|
|
