|
1201
|
Fiduciary Financial Group
San Rafael,
California
|
$228K
|
+$288K
|
+7,018
|
New
|
|
|
1202
|
SPC Financial Inc
Rockville,
Maryland
|
$228K
|
+$224K
|
+5,462
|
New
|
|
|
1203
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$228K
|
-$2.34K
|
-57
|
-1%
|
|
|
1204
|
NFP Retirement Inc
Aliso Viejo,
California
|
$226K
|
+$1.39K
|
+34
|
+0.6%
|
|
|
1205
|
Whittier Trust
South Pasadena,
California
|
$225K
|
+$1.72K
|
+42
|
+0.8%
|
|
|
1206
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$224K
|
-$179K
|
-4,356
|
-45%
|
|
|
1207
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$224K
|
-$2.21K
|
-54
|
-1%
|
|
|
1208
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$224K
|
-$43.4K
|
-1,060
|
-17%
|
|
|
1209
|
Proficio Capital Partners
Newton,
Massachusetts
|
$223K
|
-$5.29K
|
-129
|
-2%
|
|
|
1210
|
Capital Performance Advisors
Walnut Creek,
California
|
$222K
|
+$218K
|
+5,319
|
New
|
|
|
1211
|
Kaizen Financial Strategies
Campbell,
California
|
$222K
|
-$7.62K
|
-186
|
-3%
|
|
|
1212
|
Rossby Financial
Melbourne,
Florida
|
$221K
|
+$263K
|
+6,415
|
New
|
|
|
1213
|
Principal Securities
Des Moines,
Iowa
|
$220K
|
–
|
–
|
–
|
|
|
1214
|
Jacobs & Co
San Francisco,
California
|
$219K
|
–
|
–
|
–
|
|
|
1215
|
Valmark Advisers
Akron,
Ohio
|
$219K
|
–
|
–
|
–
|
|
|
1216
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$218K
|
+$40.2K
|
+980
|
+23%
|
|
|
1217
|
Modera Wealth Management
Westwood,
New Jersey
|
$218K
|
+$214K
|
+5,212
|
New
|
|
|
1218
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$218K
|
+$213K
|
+5,209
|
New
|
|
|
1219
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$218K
|
+$213K
|
+5,207
|
New
|
|
|
1220
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$217K
|
-$4.71K
|
-115
|
-2%
|
|
|
1221
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$216K
|
+$211K
|
+5,156
|
New
|
|
|
1222
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$215K
|
-$77.6K
|
-1,893
|
-27%
|
|
|
1223
|
Omnia Family Wealth
Aventura,
Florida
|
$215K
|
+$209K
|
+5,105
|
New
|
|
|
1224
|
Cardiff Park Advisors
Carlsbad,
California
|
$215K
|
+$210K
|
+5,135
|
New
|
|
|
1225
|
Generali Investments Management
Ljubljana,
Slovenia
|
$215K
|
+$2.46K
|
+60
|
+1%
|
|
