|
376
|
First American Trust
Santa Ana,
California
|
$1.98M
|
+$101K
|
+1,714
|
+5%
|
|
|
377
|
Chandler Asset Management
San Diego,
California
|
$1.95M
|
–
|
–
|
–
|
|
|
378
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.94M
|
-$153K
|
-2,586
|
-7%
|
|
|
379
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$1.94M
|
-$23.9K
|
-404
|
-1%
|
|
|
380
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.94M
|
-$60.1K
|
-1,016
|
-3%
|
|
|
381
|
Archer Investment Management
Austin,
Texas
|
$1.94M
|
+$700K
|
+11,826
|
+58%
|
|
|
382
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.92M
|
+$299K
|
+5,059
|
+19%
|
|
|
383
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.9M
|
-$18.3K
|
-309
|
-1%
|
|
|
384
|
World Investment Advisors
Santa Barbara,
California
|
$1.9M
|
-$109K
|
-1,843
|
-5%
|
|
|
385
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$1.86M
|
–
|
–
|
–
|
|
|
386
|
LeConte Wealth Management
Maryville,
Tennessee
|
$1.86M
|
-$267K
|
-4,512
|
-13%
|
|
|
387
|
Mercer Global Advisors
Denver,
Colorado
|
$1.85M
|
-$841K
|
-14,207
|
-31%
|
|
|
388
|
OneAscent Family Office
Birmingham,
Alabama
|
$1.85M
|
+$419K
|
+7,074
|
+30%
|
|
|
389
|
Pure Financial Advisors
San Diego,
California
|
$1.85M
|
+$901K
|
+15,226
|
+97%
|
|
|
390
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$1.8M
|
+$250K
|
+4,223
|
+16%
|
|
|
391
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.8M
|
+$582K
|
+9,830
|
+49%
|
|
|
392
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1.77M
|
-$129K
|
-2,180
|
-7%
|
|
|
393
|
Essex Savings Bank
Essex,
Connecticut
|
$1.74M
|
+$133K
|
+2,244
|
+8%
|
|
|
394
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.73M
|
+$153K
|
+2,579
|
+10%
|
|
|
395
|
Equitable Holdings
New York
|
$1.71M
|
+$291K
|
+4,908
|
+21%
|
|
|
396
|
IFP Advisors
Tampa,
Florida
|
$1.71M
|
+$399K
|
+6,742
|
+31%
|
|
|
397
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.71M
|
+$525K
|
+8,869
|
+45%
|
|
|
398
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.68M
|
-$5.04M
|
-85,064
|
-75%
|
|
|
399
|
Tudor Investment Corp
Stamford,
Connecticut
|
$1.68M
|
+$1.66M
|
+28,091
|
New
|
|
|
400
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.66M
|
+$910K
|
+15,372
|
+124%
|
|
