|
926
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$821K
|
–
|
–
|
–
|
|
|
927
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$807K
|
+$19.5K
|
+104
|
+3%
|
|
|
928
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$804K
|
+$215K
|
+1,144
|
+38%
|
|
|
929
|
International Assets Investment Management
Orlando,
Florida
|
$790K
|
–
|
–
|
–
|
|
|
930
|
Wealthfront Advisers
Palo Alto,
California
|
$784K
|
-$26.5K
|
-141
|
-3%
|
|
|
931
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$782K
|
+$1.31K
|
+7
|
+0.2%
|
|
|
932
|
SouthState Corp
Winter Haven,
Florida
|
$778K
|
-$814K
|
-4,336
|
-52%
|
|
|
933
|
Boston Trust Walden
Boston,
Massachusetts
|
$778K
|
+$101K
|
+537
|
+15%
|
|
|
934
|
Advisory Alpha
Holland,
Michigan
|
$777K
|
+$11.3K
|
+60
|
+2%
|
|
|
935
|
Holistic Planning
Nacogdoches,
Texas
|
$772K
|
+$149K
|
+794
|
+25%
|
|
|
936
|
Paulson Wealth Management
Wheaton,
Illinois
|
$771K
|
-$48.2K
|
-257
|
-6%
|
|
|
937
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$771K
|
-$37.3M
|
-198,557
|
-98%
|
|
|
938
|
HCR Wealth Advisors
Los Angeles,
California
|
$770K
|
+$5.82K
|
+31
|
+0.8%
|
|
|
939
|
OneAscent Family Office
Birmingham,
Alabama
|
$766K
|
-$236K
|
-1,256
|
-24%
|
|
|
940
|
Willis Johnson & Associates
Houston,
Texas
|
$766K
|
+$105K
|
+559
|
+17%
|
|
|
941
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$764K
|
+$1.5K
|
+8
|
+0.2%
|
|
|
942
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$764K
|
+$188
|
+1
|
+0%
|
|
|
943
|
Moors & Cabot
Boston,
Massachusetts
|
$762K
|
+$66.4K
|
+354
|
+10%
|
|
|
944
|
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
$762K
|
+$65.9K
|
+351
|
+10%
|
|
|
945
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$760K
|
-$25.3K
|
-135
|
-3%
|
|
|
946
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$758K
|
+$731K
|
+3,895
|
New
|
|
|
947
|
True North Advisors
Dallas,
Texas
|
$756K
|
–
|
–
|
–
|
|
|
948
|
Allie Family Office
Miami,
Florida
|
$751K
|
+$19.7K
|
+105
|
+3%
|
|
|
949
|
Fulton Bank
Lancaster,
Pennsylvania
|
$751K
|
–
|
–
|
–
|
|
|
950
|
Novus Advisors
Greenville,
South Carolina
|
$750K
|
-$120K
|
-641
|
-14%
|
|
