|
326
|
Whittier Trust
South Pasadena,
California
|
$854K
|
+$541
|
+8
|
+0.1%
|
|
|
327
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$846K
|
-$35.7K
|
-527
|
-4%
|
|
|
328
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$841K
|
-$23.8K
|
-352
|
-3%
|
|
|
329
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$831K
|
-$16.6K
|
-246
|
-2%
|
|
|
330
|
Birch Financial Group
Keene,
New Hampshire
|
$824K
|
+$27.5K
|
+406
|
+4%
|
|
|
331
|
Atria Wealth Solutions
New York
|
$823K
|
+$10.6K
|
+157
|
+1%
|
|
|
332
|
REDW Wealth
Albuquerque,
New Mexico
|
$812K
|
+$5.48K
|
+81
|
+0.7%
|
|
|
333
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$794K
|
+$252K
|
+3,723
|
+52%
|
|
|
334
|
Parallel Advisors
San Francisco,
California
|
$789K
|
-$33.2K
|
-491
|
-4%
|
|
|
335
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$788K
|
-$49.5K
|
-731
|
-6%
|
|
|
336
|
Strategic Blueprint
Atlanta,
Georgia
|
$771K
|
-$29.6K
|
-437
|
-4%
|
|
|
337
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$758K
|
+$744
|
+11
|
+0.1%
|
|
|
338
|
|
$756K
|
-$57.9K
|
-855
|
-8%
|
|
|
339
|
Asset Dedication LLC
San Francisco,
California
|
$751K
|
+$3.86K
|
+57
|
+0.6%
|
|
|
340
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$748K
|
+$90.8K
|
+1,342
|
+15%
|
|
|
341
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$744K
|
-$41.4K
|
-611
|
-6%
|
|
|
342
|
|
$744K
|
+$31.1K
|
+459
|
+5%
|
|
|
343
|
Summit Financial
Parsippany,
New Jersey
|
$743K
|
-$59.9K
|
-885
|
-8%
|
|
|
344
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$741K
|
-$230K
|
-3,396
|
-25%
|
|
|
345
|
Oppenheimer & Co
New York
|
$737K
|
-$11.6K
|
-171
|
-2%
|
|
|
346
|
AQR Capital Management
Greenwich,
Connecticut
|
$736K
|
+$31.5K
|
+466
|
+5%
|
|
|
347
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$732K
|
+$10.2K
|
+151
|
+2%
|
|
|
348
|
Quantinno Capital Management
New York
|
$731K
|
+$155K
|
+2,289
|
+29%
|
|
|
349
|
Donor Advised Charitable Giving
San Francisco,
California
|
$727K
|
-$12.9K
|
-190
|
-2%
|
|
|
350
|
Forum Financial Management
Lombard,
Illinois
|
$727K
|
–
|
–
|
–
|
|
