|
451
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$311K
|
–
|
–
|
–
|
|
|
452
|
Members Trust
Tampa,
Florida
|
$311K
|
–
|
–
|
–
|
|
|
453
|
Seven Post Investment Office
San Francisco,
California
|
$304K
|
–
|
–
|
–
|
|
|
454
|
Abbrea Capital
Greenbrae,
California
|
$301K
|
–
|
–
|
–
|
|
|
455
|
Waller Financial Planning Group
Columbus,
Ohio
|
$300K
|
-$24.5K
|
-159
|
-8%
|
|
|
456
|
Wedbush Securities
Los Angeles,
California
|
$298K
|
+$29K
|
+188
|
+11%
|
|
|
457
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$297K
|
–
|
–
|
–
|
|
|
458
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$286K
|
+$5.55K
|
+36
|
+2%
|
|
|
459
|
Frontier Wealth Management
Kansas City,
Missouri
|
$278K
|
+$1.23K
|
+8
|
+0.5%
|
|
|
460
|
NorthRock Partners
Minneapolis,
Minnesota
|
$277K
|
+$1.7K
|
+11
|
+0.6%
|
|
|
461
|
Bank of Marin
Novato,
California
|
$275K
|
–
|
–
|
–
|
|
|
462
|
KCM Investment Advisors
Greenbrae,
California
|
$275K
|
–
|
–
|
–
|
|
|
463
|
Weaver Consulting Group
Huntington Beach,
California
|
$273K
|
–
|
–
|
–
|
|
|
464
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$272K
|
–
|
–
|
–
|
|
|
465
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$272K
|
+$268K
|
+1,737
|
New
|
|
|
466
|
Acima Private Wealth
Richmond,
Virginia
|
$271K
|
–
|
–
|
–
|
|
|
467
|
Coe Capital Management
Highland Park,
Illinois
|
$268K
|
–
|
–
|
–
|
|
|
468
|
Bailard
Foster City,
California
|
$266K
|
–
|
–
|
–
|
|
|
469
|
Domani Wealth
Lancaster,
Pennsylvania
|
$266K
|
–
|
–
|
–
|
|
|
470
|
First Personal Financial Services
Charlotte,
North Carolina
|
$266K
|
–
|
–
|
–
|
|
|
471
|
NVWM LLC
Yardley,
Pennsylvania
|
$265K
|
-$8.63K
|
-56
|
-3%
|
|
|
472
|
Venturi Wealth Management
Austin,
Texas
|
$263K
|
–
|
–
|
–
|
|
|
473
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$260K
|
-$25.6K
|
-166
|
-9%
|
|
|
474
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$260K
|
-$25.6K
|
-166
|
-9%
|
|
|
475
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$258K
|
–
|
–
|
–
|
|
