|
401
|
Whittier Trust
South Pasadena,
California
|
$762K
|
–
|
–
|
–
|
|
|
402
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$755K
|
+$23.5K
|
+226
|
+3%
|
|
|
403
|
Highland Private Wealth Management
Bellevue,
Washington
|
$750K
|
-$74.5K
|
-716
|
-9%
|
|
|
404
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$749K
|
+$304K
|
+2,918
|
+69%
|
|
|
405
|
Wealth Architects
Mountain View,
California
|
$744K
|
+$41.8K
|
+402
|
+6%
|
|
|
406
|
|
$743K
|
-$18.3K
|
-176
|
-2%
|
|
|
407
|
Fiduciary Trust
Boston,
Massachusetts
|
$733K
|
+$728K
|
+7,000
|
New
|
|
|
408
|
Bessemer Group
Woodbridge,
New Jersey
|
$722K
|
+$432K
|
+4,155
|
+151%
|
|
|
409
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$720K
|
-$176K
|
-1,692
|
-20%
|
|
|
410
|
Sonata Capital Group
Seattle,
Washington
|
$710K
|
–
|
–
|
–
|
|
|
411
|
Transcend Capital Advisors
Madison,
New Jersey
|
$708K
|
+$79.9K
|
+768
|
+13%
|
|
|
412
|
Archford Capital Strategies
Swansea,
Illinois
|
$706K
|
+$53.4K
|
+513
|
+8%
|
|
|
413
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$704K
|
-$255K
|
-2,449
|
-27%
|
|
|
414
|
IEQ Capital
Foster City,
California
|
$703K
|
+$699K
|
+6,717
|
New
|
|
|
415
|
Franklin Resources
San Mateo,
California
|
$702K
|
-$204K
|
-1,965
|
-23%
|
|
|
416
|
Dean Investment Associates
Beavercreek,
Ohio
|
$696K
|
–
|
–
|
–
|
|
|
417
|
CX Institutional
Auburn,
Indiana
|
$685K
|
+$681K
|
+6,548
|
New
|
|
|
418
|
Strategic Blueprint
Atlanta,
Georgia
|
$684K
|
+$17.1K
|
+164
|
+3%
|
|
|
419
|
Madison Wealth Partners
Madison,
Wisconsin
|
$673K
|
-$564K
|
-5,416
|
-46%
|
|
|
420
|
Venturi Wealth Management
Austin,
Texas
|
$671K
|
-$186K
|
-1,791
|
-22%
|
|
|
421
|
Inscription Capital
Houston,
Texas
|
$669K
|
-$30.9K
|
-297
|
-4%
|
|
|
422
|
Chatham Capital Group
Savannah,
Georgia
|
$665K
|
+$661K
|
+6,350
|
New
|
|
|
423
|
Running Point Capital Advisors
El Segundo,
California
|
$664K
|
+$307K
|
+2,953
|
+87%
|
|
|
424
|
Avitas Wealth Management
Los Angeles,
California
|
$651K
|
+$7.08K
|
+68
|
+1%
|
|
|
425
|
Libra Wealth
Los Gatos,
California
|
$647K
|
+$643K
|
+6,177
|
New
|
|
