|
126
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$414K
|
–
|
–
|
–
|
|
|
127
|
Foresight Wealth Management
Draper,
Utah
|
$409K
|
–
|
–
|
–
|
|
|
128
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$405K
|
-$11.9K
|
-120
|
-3%
|
|
|
129
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$392K
|
-$11.6K
|
-117
|
-3%
|
|
|
130
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$381K
|
-$2.09K
|
-21
|
-0.5%
|
|
|
131
|
Asset Management One
Tokyo,
Japan
|
$371K
|
-$90.4K
|
-910
|
-19%
|
|
|
132
|
SouthState Corp
Winter Haven,
Florida
|
$366K
|
–
|
–
|
–
|
|
|
133
|
Beacon Financial Group
Dallas,
Texas
|
$359K
|
+$360K
|
+3,629
|
New
|
|
|
134
|
One Capital Management
Westlake Village,
California
|
$349K
|
–
|
–
|
–
|
|
|
135
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$344K
|
+$70.3K
|
+708
|
+26%
|
|
|
136
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$341K
|
–
|
–
|
–
|
|
|
137
|
Fifth Third Securities
Cincinnati,
Ohio
|
$337K
|
-$20.7K
|
-208
|
-6%
|
|
|
138
|
Capital Planning Advisors
Roseville,
California
|
$335K
|
+$1.59K
|
+16
|
+0.5%
|
|
|
139
|
First Allied Advisory Services
San Diego,
California
|
$330K
|
-$4.67K
|
-47
|
-1%
|
|
|
140
|
AE Wealth Management
Topeka,
Kansas
|
$330K
|
+$101K
|
+1,020
|
+44%
|
|
|
141
|
BOK Financial
Tulsa,
Oklahoma
|
$320K
|
+$17.8K
|
+179
|
+6%
|
|
|
142
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$316K
|
-$318K
|
-3,200
|
Closed
|
|
|
143
|
Raymond James Trust
St. Petersburg,
Florida
|
$313K
|
-$19.9K
|
-200
|
-6%
|
|
|
144
|
Creative Financial Designs
Kokomo,
Indiana
|
$310K
|
-$9.83K
|
-99
|
-3%
|
|
|
145
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$310K
|
+$311K
|
+3,133
|
New
|
|
|
146
|
TownSquare Capital
Provo,
Utah
|
$305K
|
+$17.7K
|
+178
|
+6%
|
|
|
147
|
Truepoint Inc
Cincinnati,
Ohio
|
$298K
|
–
|
–
|
–
|
|
|
148
|
Managed Account Services
Coconut Grove,
Florida
|
$293K
|
-$11.6K
|
-117
|
-4%
|
|
|
149
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$293K
|
+$13K
|
+131
|
+5%
|
|
|
150
|
SVB Wealth
Boston,
Massachusetts
|
$293K
|
+$295K
|
+2,965
|
New
|
|
