|
626
|
Planned Solutions
Folsom,
California
|
$237K
|
-$20.6K
|
-100
|
-8%
|
|
|
627
|
Moody National Bank Trust Division
Galveston,
Texas
|
$237K
|
–
|
–
|
–
|
|
|
628
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$236K
|
+$224K
|
+1,084
|
New
|
|
|
629
|
Farther Finance Advisors
San Francisco,
California
|
$236K
|
+$26.8K
|
+130
|
+14%
|
|
|
630
|
Valeo Financial Advisors
Carmel,
Indiana
|
$234K
|
+$222K
|
+1,075
|
New
|
|
|
631
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$234K
|
+$221K
|
+1,073
|
New
|
|
|
632
|
Baring Financial
Bellingham,
Washington
|
$233K
|
–
|
–
|
–
|
|
|
633
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$231K
|
-$10.3K
|
-50
|
-5%
|
|
|
634
|
RWC Asset Management
London,
United Kingdom
|
$229K
|
+$217K
|
+1,052
|
New
|
|
|
635
|
Alpha Financial Partners
Lexington,
Kentucky
|
$229K
|
+$217K
|
+1,052
|
New
|
|
|
636
|
IRON Financial
Northbrook,
Illinois
|
$229K
|
+$217K
|
+1,050
|
New
|
|
|
637
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$228K
|
-$3.09K
|
-15
|
-1%
|
|
|
638
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$227K
|
+$215K
|
+1,041
|
New
|
|
|
639
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$226K
|
+$214K
|
+1,039
|
New
|
|
|
640
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$226K
|
+$214K
|
+1,038
|
New
|
|
|
641
|
Journey Strategic Wealth
Summit,
New Jersey
|
$225K
|
+$213K
|
+1,033
|
New
|
|
|
642
|
YANKCOM Partnership
Yankton,
South Dakota
|
$224K
|
–
|
–
|
–
|
|
|
643
|
Frank Rimerman Advisors
Palo Alto,
California
|
$224K
|
-$40K
|
-194
|
-16%
|
|
|
644
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$223K
|
+$211K
|
+1,025
|
New
|
|
|
645
|
IHT Wealth Management
Chicago,
Illinois
|
$221K
|
+$209K
|
+1,014
|
New
|
|
|
646
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$221K
|
+$209K
|
+1,014
|
New
|
|
|
647
|
Personal CFO Solutions
Chester,
New Jersey
|
$219K
|
+$207K
|
+1,006
|
New
|
|
|
648
|
Calamos Wealth Management
Naperville,
Illinois
|
$218K
|
+$206K
|
+1,001
|
New
|
|
|
649
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$218K
|
–
|
–
|
–
|
|
|
650
|
Safeguard Investment Advisory Group
Corona,
California
|
$218K
|
+$206K
|
+1,000
|
New
|
|
