|
476
|
West Wealth Group
Irvine,
California
|
$789K
|
+$6.47K
|
+80
|
+0.8%
|
|
|
477
|
Kestra Private Wealth Services
Austin,
Texas
|
$776K
|
-$3.56K
|
-44
|
-0.4%
|
|
|
478
|
Founders Financial Securities
Towson,
Maryland
|
$775K
|
+$32.9K
|
+406
|
+4%
|
|
|
479
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$768K
|
-$12.1K
|
-150
|
-1%
|
|
|
480
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$764K
|
–
|
–
|
–
|
|
|
481
|
Zions Bancorporation
Salt Lake City,
Utah
|
$762K
|
+$15.9K
|
+196
|
+2%
|
|
|
482
|
Wealthspire Advisors (New York)
New York
|
$760K
|
+$820K
|
+10,130
|
New
|
|
|
483
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$760K
|
+$837K
|
+10,338
|
New
|
|
|
484
|
Smith, Moore & Co
Clayton,
Missouri
|
$753K
|
-$85.8K
|
-1,060
|
-10%
|
|
|
485
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$744K
|
+$5.5K
|
+68
|
+0.7%
|
|
|
486
|
WhitTier Trust Company
Reno,
Nevada
|
$739K
|
+$106K
|
+1,308
|
+15%
|
|
|
487
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$731K
|
+$212K
|
+2,624
|
+37%
|
|
|
488
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$730K
|
+$108K
|
+1,332
|
+16%
|
|
|
489
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$729K
|
+$325K
|
+4,014
|
+70%
|
|
|
490
|
Financial Advisory Partners
Winter Park,
Florida
|
$728K
|
+$13.6K
|
+168
|
+2%
|
|
|
491
|
Cohen Klingenstein
New York
|
$720K
|
–
|
–
|
–
|
|
|
492
|
West Paces Advisors
Atlanta,
Georgia
|
$720K
|
-$1.13K
|
-14
|
-0.1%
|
|
|
493
|
Qtron Investments
Boston,
Massachusetts
|
$707K
|
–
|
–
|
–
|
|
|
494
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$702K
|
+$116K
|
+1,432
|
+18%
|
|
|
495
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$700K
|
+$43.9K
|
+542
|
+6%
|
|
|
496
|
Metis Global Partners
San Diego,
California
|
$698K
|
-$13.8K
|
-170
|
-2%
|
|
|
497
|
First Foundation Advisors
Irvine,
California
|
$688K
|
+$38.2K
|
+472
|
+5%
|
|
|
498
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$688K
|
+$39.5K
|
+488
|
+6%
|
|
|
499
|
Raymond James Trust
St. Petersburg,
Florida
|
$687K
|
-$38.8K
|
-480
|
-5%
|
|
|
500
|
Bessemer Group
Woodbridge,
New Jersey
|
$668K
|
+$57K
|
+704
|
+9%
|
|
