|
426
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.07M
|
-$27.6K
|
-312
|
-2%
|
|
|
427
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.06M
|
-$63.2K
|
-715
|
-5%
|
|
|
428
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.05M
|
+$208K
|
+2,355
|
+21%
|
|
|
429
|
Mission Wealth Management
Santa Barbara,
California
|
$1.05M
|
+$453K
|
+5,126
|
+61%
|
|
|
430
|
Lantz Financial
Naperville,
Illinois
|
$1.04M
|
-$129K
|
-1,462
|
-10%
|
|
|
431
|
TCW Group
Los Angeles,
California
|
$1.04M
|
-$354K
|
-4,004
|
-23%
|
|
|
432
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.04M
|
–
|
–
|
–
|
|
|
433
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.03M
|
-$85.8K
|
-970
|
-7%
|
|
|
434
|
Chesapeake Capital Corp
Tampa,
Florida
|
$1M
|
+$76.8K
|
+868
|
+7%
|
|
|
435
|
Versant Capital Management
Phoenix,
Arizona
|
$1M
|
+$11.2K
|
+127
|
+1%
|
|
|
436
|
Persium Advisors
Atlanta,
Georgia
|
$1,000K
|
+$16.4K
|
+186
|
+1%
|
|
|
437
|
17 Capital Partners
Pheonix,
Arizona
|
$989K
|
-$3.27K
|
-37
|
-0.3%
|
|
|
438
|
Frank Rimerman Advisors
Palo Alto,
California
|
$979K
|
+$72.6K
|
+821
|
+7%
|
|
|
439
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$975K
|
+$48.9K
|
+553
|
+5%
|
|
|
440
|
Capital Research Global Investors
Los Angeles,
California
|
$971K
|
+$75K
|
+848
|
+7%
|
|
|
441
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$967K
|
-$6.54K
|
-74
|
-0.6%
|
|
|
442
|
Altshuler Shaham
Tel Aviv,
Israel
|
$960K
|
+$1.09M
|
+12,323
|
New
|
|
|
443
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$956K
|
+$42.1K
|
+476
|
+4%
|
|
|
444
|
Plan A Wealth
Lincoln,
Nebraska
|
$955K
|
+$47.8K
|
+541
|
+5%
|
|
|
445
|
HeadInvest LLC
Portland,
Maine
|
$933K
|
–
|
–
|
–
|
|
|
446
|
Capital Financial Group
Greenwood Village,
Colorado
|
$926K
|
+$450K
|
+5,084
|
+75%
|
|
|
447
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$920K
|
+$1.05M
|
+11,825
|
New
|
|
|
448
|
Atomi Financial Group
New York
|
$910K
|
-$158K
|
-1,786
|
-13%
|
|
|
449
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$910K
|
+$199K
|
+2,248
|
+24%
|
|
|
450
|
Lido Advisors
Los Angeles,
California
|
$905K
|
+$149K
|
+1,683
|
+17%
|
|
