|
426
|
Whittier Trust
South Pasadena,
California
|
$910K
|
–
|
–
|
–
|
|
|
427
|
Kennedy Investment Group
West Depford,
New Jersey
|
$905K
|
-$51.2K
|
-184
|
-6%
|
|
|
428
|
Olistico Wealth
Tulsa,
Oklahoma
|
$903K
|
-$90.4K
|
-325
|
-10%
|
|
|
429
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$903K
|
+$158K
|
+567
|
+24%
|
|
|
430
|
Sequent Planning
Omaha,
Nebraska
|
$902K
|
-$31.1K
|
-112
|
-4%
|
|
|
431
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$900K
|
–
|
–
|
–
|
|
|
432
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$897K
|
+$27.2K
|
+98
|
+3%
|
|
|
433
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$897K
|
+$358K
|
+1,287
|
+75%
|
|
|
434
|
OceanIQ Capital
Palo Alto,
California
|
$894K
|
+$787K
|
+2,832
|
New
|
|
|
435
|
Facet Wealth Inc
Baltimore,
Maryland
|
$892K
|
-$24.5K
|
-88
|
-3%
|
|
|
436
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$883K
|
-$72.3K
|
-260
|
-8%
|
|
|
437
|
First National Bank of Omaha
Omaha,
Nebraska
|
$880K
|
–
|
–
|
–
|
|
|
438
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$879K
|
-$76.7K
|
-276
|
-9%
|
|
|
439
|
Rayburn West Financial Services
Nashville,
Tennessee
|
$879K
|
–
|
–
|
–
|
|
|
440
|
CRA Financial Services
Northfield,
New Jersey
|
$878K
|
+$2.5K
|
+9
|
+0.3%
|
|
|
441
|
Modera Wealth Management
Westwood,
New Jersey
|
$877K
|
-$1.67K
|
-6
|
-0.2%
|
|
|
442
|
Nuveen
Charlotte,
North Carolina
|
$873K
|
+$812K
|
+2,921
|
New
|
|
|
443
|
Excelsior Advisor Network
Denver,
Colorado
|
$873K
|
+$812K
|
+2,919
|
New
|
|
|
444
|
Center for Financial Planning
Southfied,
Michigan
|
$873K
|
+$290K
|
+1,044
|
+56%
|
|
|
445
|
CIBC World Market
Toronto,
Ontario, Canada
|
$865K
|
+$162K
|
+583
|
+25%
|
|
|
446
|
Atala Financial
Calabasas,
California
|
$861K
|
+$4.17K
|
+15
|
+0.5%
|
|
|
447
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$861K
|
-$21.4K
|
-77
|
-3%
|
|
|
448
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$859K
|
–
|
–
|
–
|
|
|
449
|
Allied Private Wealth
Boca Raton,
Florida
|
$859K
|
+$779K
|
+2,801
|
New
|
|
|
450
|
Gradient Capital Advisors
San Diego,
California
|
$854K
|
+$38.1K
|
+137
|
+5%
|
|
