|
926
|
Three Cord True Wealth Management
Beaver,
Pennsylvania
|
$232K
|
–
|
–
|
–
|
|
|
927
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$230K
|
-$359K
|
-9,094
|
-59%
|
|
|
928
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$227K
|
+$8.04K
|
+204
|
+3%
|
|
|
929
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$227K
|
+$56.2K
|
+1,426
|
+29%
|
|
|
930
|
Wealthspire Advisors (New York)
New York
|
$226K
|
-$408K
|
-10,346
|
-62%
|
|
|
931
|
Tranquility Partners
Brentwood,
Tennessee
|
$225K
|
–
|
–
|
–
|
|
|
932
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$225K
|
+$245K
|
+6,210
|
New
|
|
|
933
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$223K
|
-$302K
|
-7,650
|
-55%
|
|
|
934
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$222K
|
-$30.7K
|
-778
|
-11%
|
|
|
935
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$221K
|
+$241K
|
+6,108
|
New
|
|
|
936
|
Western Wealth Management
Golden,
Colorado
|
$220K
|
+$15.4K
|
+390
|
+7%
|
|
|
937
|
Range Advisory
Mclean,
Virginia
|
$219K
|
+$239K
|
+6,056
|
New
|
|
|
938
|
Sovran Advisors
San Diego,
California
|
$219K
|
+$2.21K
|
+56
|
+1%
|
|
|
939
|
GeoWealth Management
Chicago,
Illinois
|
$218K
|
+$18.7K
|
+474
|
+9%
|
|
|
940
|
Cantor Fitzgerald Investment Advisors
New York
|
$217K
|
–
|
–
|
–
|
|
|
941
|
Financial Insights
Tacoma,
Washington
|
$217K
|
–
|
–
|
–
|
|
|
942
|
Lake Street Private Wealth
Chicago,
Illinois
|
$217K
|
–
|
–
|
–
|
|
|
943
|
TIAA-CREF Individual & Institutional Services
New York
|
$216K
|
+$235K
|
+5,970
|
New
|
|
|
944
|
Lombard Odier Asset Management (USA)
New York
|
$216K
|
+$235K
|
+5,954
|
New
|
|
|
945
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$215K
|
–
|
–
|
–
|
|
|
946
|
D'Orazio & Associates
Falls Church,
Virginia
|
$215K
|
+$3.08K
|
+78
|
+1%
|
|
|
947
|
Kingswood Wealth Advisors
San Diego,
California
|
$214K
|
-$28.9K
|
-734
|
-11%
|
|
|
948
|
Advisornet Financial
Minnetonka,
Minnesota
|
$213K
|
+$710
|
+18
|
+0.3%
|
|
|
949
|
Axiom Investors
Greenwich,
Connecticut
|
$210K
|
-$74.1K
|
-1,880
|
-24%
|
|
|
950
|
LVW Advisors
Pittsford,
New York
|
$210K
|
+$229K
|
+5,800
|
New
|
|
