|
426
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$851K
|
-$122K
|
-1,106
|
-13%
|
|
|
427
|
Advisor OS
Chicago,
Illinois
|
$850K
|
+$140K
|
+1,273
|
+20%
|
|
|
428
|
Retirement Capital Strategies
San Jose,
California
|
$844K
|
-$995K
|
-9,028
|
-54%
|
|
|
429
|
Principia Wealth Advisory
Dallas,
Texas
|
$843K
|
-$110K
|
-1,002
|
-12%
|
|
|
430
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$841K
|
+$25K
|
+227
|
+3%
|
|
|
431
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$841K
|
–
|
–
|
–
|
|
|
432
|
SignatureFD
Atlanta,
Georgia
|
$836K
|
-$13.9K
|
-126
|
-2%
|
|
|
433
|
Keebeck Wealth Management
Chicago,
Illinois
|
$836K
|
-$47.3K
|
-429
|
-5%
|
|
|
434
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$836K
|
+$835K
|
+7,574
|
New
|
|
|
435
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$836K
|
+$13.7K
|
+124
|
+2%
|
|
|
436
|
|
$821K
|
–
|
–
|
–
|
|
|
437
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$818K
|
–
|
–
|
–
|
|
|
438
|
Blalock Williams
Alexander City,
Alabama
|
$808K
|
+$7.83K
|
+71
|
+1%
|
|
|
439
|
|
$805K
|
-$104K
|
-945
|
-11%
|
|
|
440
|
Montecito Bank & Trust
Santa Barbara,
California
|
$804K
|
-$49.6K
|
-450
|
-6%
|
|
|
441
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$798K
|
-$149K
|
-1,355
|
-16%
|
|
|
442
|
Beaumont Capital Management
Boston,
Massachusetts
|
$798K
|
+$62.2K
|
+564
|
+8%
|
|
|
443
|
Presidio Capital Management
San Diego,
California
|
$790K
|
-$15.1M
|
-136,684
|
-95%
|
|
|
444
|
Matthew Hamilton Rosenberg
|
$787K
|
-$219K
|
-1,985
|
-22%
|
|
|
445
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$783K
|
+$27.6K
|
+250
|
+4%
|
|
|
446
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$771K
|
-$7.8M
|
-70,774
|
-91%
|
|
|
447
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$761K
|
+$52.1K
|
+473
|
+7%
|
|
|
448
|
Archer Investment Corporation
Carmel,
Indiana
|
$761K
|
+$47.3K
|
+429
|
+7%
|
|
|
449
|
Global View Capital Management
Waukesha,
Wisconsin
|
$760K
|
-$86.2K
|
-782
|
-10%
|
|
|
450
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$745K
|
–
|
–
|
–
|
|
