|
351
|
Whittier Trust
South Pasadena,
California
|
$400K
|
–
|
–
|
–
|
|
|
352
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$400K
|
–
|
–
|
–
|
|
|
353
|
Valmark Advisers
Akron,
Ohio
|
$397K
|
+$1.16K
|
+29
|
+0.3%
|
|
|
354
|
Quantinno Capital Management
New York
|
$397K
|
+$98.1K
|
+2,451
|
+37%
|
|
|
355
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$397K
|
+$128K
|
+3,205
|
+54%
|
|
|
356
|
Alteri Wealth
Westlake Village,
California
|
$395K
|
-$42.8K
|
-1,071
|
-11%
|
|
|
357
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$392K
|
+$36.8K
|
+921
|
+11%
|
|
|
358
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$386K
|
+$2.36K
|
+59
|
+0.7%
|
|
|
359
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$378K
|
–
|
–
|
–
|
|
|
360
|
Bank of New York Mellon
New York
|
$373K
|
-$28.2K
|
-705
|
-8%
|
|
|
361
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$370K
|
–
|
–
|
–
|
|
|
362
|
Purus Wealth Management
Newport Beach,
California
|
$368K
|
–
|
–
|
–
|
|
|
363
|
IFG Advisory
Atlanta,
Georgia
|
$364K
|
+$2.44K
|
+61
|
+0.7%
|
|
|
364
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$364K
|
-$5.68K
|
-142
|
-2%
|
|
|
365
|
Helium Advisors
Everett,
Washington
|
$363K
|
–
|
–
|
–
|
|
|
366
|
1776 Wealth
Atlanta,
Georgia
|
$357K
|
-$165K
|
-4,116
|
-33%
|
|
|
367
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$354K
|
+$325K
|
+8,118
|
New
|
|
|
368
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$351K
|
–
|
–
|
–
|
|
|
369
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$349K
|
–
|
–
|
–
|
|
|
370
|
Planning Directions
Glen Mills,
Pennsylvania
|
$349K
|
–
|
–
|
–
|
|
|
371
|
Advisory Services Network
Atlanta,
Georgia
|
$345K
|
-$2.88K
|
-72
|
-0.9%
|
|
|
372
|
SoFi Wealth
San Francisco,
California
|
$344K
|
+$135K
|
+3,387
|
+75%
|
|
|
373
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$342K
|
+$1.84K
|
+46
|
+0.6%
|
|
|
374
|
Wealthspan Partners
Davenport,
Iowa
|
$339K
|
–
|
–
|
–
|
|
|
375
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$339K
|
–
|
–
|
–
|
|
