|
326
|
Whittier Trust
South Pasadena,
California
|
$950K
|
–
|
–
|
–
|
|
|
327
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$948K
|
+$12.7K
|
+152
|
+1%
|
|
|
328
|
|
$938K
|
+$61.8K
|
+738
|
+7%
|
|
|
329
|
Truepoint Inc
Cincinnati,
Ohio
|
$934K
|
-$83.9K
|
-1,002
|
-8%
|
|
|
330
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$929K
|
–
|
–
|
–
|
|
|
331
|
Apella Capital
West Hartford,
Connecticut
|
$915K
|
+$167
|
+2
|
+0%
|
|
|
332
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$906K
|
-$2.59M
|
-30,964
|
-74%
|
|
|
333
|
Wealthspire Advisors (New York)
New York
|
$899K
|
+$147K
|
+1,755
|
+19%
|
|
|
334
|
First American Trust
Santa Ana,
California
|
$896K
|
-$1.41M
|
-16,822
|
-61%
|
|
|
335
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$889K
|
–
|
–
|
–
|
|
|
336
|
Family Wealth Partners
Matthews,
North Carolina
|
$889K
|
–
|
–
|
–
|
|
|
337
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$872K
|
+$754
|
+9
|
+0.1%
|
|
|
338
|
Equitable Holdings
New York
|
$864K
|
-$7.36M
|
-87,829
|
-89%
|
|
|
339
|
Savvy Advisors Inc
New York
|
$860K
|
-$218K
|
-2,598
|
-20%
|
|
|
340
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$857K
|
+$12K
|
+143
|
+1%
|
|
|
341
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$836K
|
–
|
–
|
–
|
|
|
342
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$812K
|
+$18.6K
|
+222
|
+2%
|
|
|
343
|
Oppenheimer & Co
New York
|
$810K
|
-$4.36K
|
-52
|
-0.5%
|
|
|
344
|
21 West Wealth Management
Tustin,
California
|
$803K
|
-$22.8K
|
-272
|
-3%
|
|
|
345
|
HB Wealth Management
Atlanta,
Georgia
|
$800K
|
-$419
|
-5
|
-0.1%
|
|
|
346
|
Mather Group
Chicago,
Illinois
|
$796K
|
-$39.9K
|
-477
|
-5%
|
|
|
347
|
Elyxium Wealth
San Mateo,
California
|
$794K
|
-$921
|
-11
|
-0.1%
|
|
|
348
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$786K
|
+$427K
|
+5,102
|
+115%
|
|
|
349
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$781K
|
-$38.9K
|
-464
|
-5%
|
|
|
350
|
Old Mission Capital
Chicago,
Illinois
|
$781K
|
+$458K
|
+5,473
|
+136%
|
|
