|
901
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$304K
|
–
|
–
|
–
|
|
|
902
|
OneAscent Financial Services
Birmingham,
Alabama
|
$304K
|
+$2.74K
|
+9
|
+0.9%
|
|
|
903
|
Leelyn Smith
Geneva,
Illinois
|
$303K
|
+$320K
|
+1,049
|
+129%
|
|
|
904
|
Callan Capital
La Jolla,
California
|
$302K
|
+$318K
|
+1,045
|
New
|
|
|
905
|
Power Corp of Canada
Montreal, Quebec,
Canada
|
$301K
|
–
|
–
|
–
|
|
|
906
|
Williams Jones Wealth Management
New York
|
$301K
|
+$610
|
+2
|
+0.2%
|
|
|
907
|
WealthSource Partners
San Luis Obispo,
California
|
$300K
|
-$12.5K
|
-41
|
-4%
|
|
|
908
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$298K
|
-$36.9K
|
-121
|
-10%
|
|
|
909
|
Destiny Wealth Partners
Tavares,
Florida
|
$296K
|
-$12.5K
|
-41
|
-4%
|
|
|
910
|
Angeles Wealth Management
Santa Monica,
California
|
$292K
|
+$70.4K
|
+231
|
+30%
|
|
|
911
|
Ingalls & Snyder LLC
New York
|
$290K
|
–
|
–
|
–
|
|
|
912
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$289K
|
–
|
–
|
–
|
|
|
913
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$289K
|
–
|
–
|
–
|
|
|
914
|
Wedgewood Investors
Erie,
Pennsylvania
|
$289K
|
–
|
–
|
–
|
|
|
915
|
Curi RMB Capital
Chicago,
Illinois
|
$287K
|
+$303K
|
+995
|
New
|
|
|
916
|
Covestor
London,
United Kingdom
|
$285K
|
+$18.6K
|
+61
|
+7%
|
|
|
917
|
Willner & Heller
Encino,
California
|
$284K
|
-$5.18K
|
-17
|
-2%
|
|
|
918
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$283K
|
-$21K
|
-69
|
-7%
|
|
|
919
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$283K
|
+$298K
|
+979
|
New
|
|
|
920
|
Capstone Investment Advisors
New York
|
$280K
|
+$295K
|
+969
|
New
|
|
|
921
|
Renasant Bank
Tupelo,
Mississippi
|
$280K
|
+$295K
|
+969
|
New
|
|
|
922
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$279K
|
+$9.14K
|
+30
|
+3%
|
|
|
923
|
Whittier Trust
South Pasadena,
California
|
$275K
|
-$50.9K
|
-167
|
-15%
|
|
|
924
|
Journey Strategic Wealth
Summit,
New Jersey
|
$274K
|
+$78.3K
|
+257
|
+37%
|
|
|
925
|
Personal CFO Solutions
Chester,
New Jersey
|
$274K
|
+$610
|
+2
|
+0.2%
|
|
