|
601
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$5.27M
|
-$594K
|
-13,788
|
-10%
|
|
|
602
|
Oakwell Private Wealth Management
Austin,
Texas
|
$5.25M
|
-$85.6K
|
-1,987
|
-2%
|
|
|
603
|
Peninsula Wealth
San Francisco,
California
|
$5.18M
|
-$5.94M
|
-137,817
|
-55%
|
|
|
604
|
Evercore Wealth Management
New York
|
$5.15M
|
+$491K
|
+11,389
|
+11%
|
|
|
605
|
Lido Advisors
Los Angeles,
California
|
$5.13M
|
+$540K
|
+12,539
|
+12%
|
|
|
606
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$5.11M
|
+$186K
|
+4,317
|
+4%
|
|
|
607
|
Savant Capital
Rockford,
Illinois
|
$5.08M
|
-$1.66M
|
-38,523
|
-25%
|
|
|
608
|
J.W. Cole Advisors
Tampa,
Florida
|
$5.08M
|
+$17.1K
|
+397
|
+0.3%
|
|
|
609
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$5.07M
|
-$97.7K
|
-2,267
|
-2%
|
|
|
610
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$5.06M
|
-$33.8K
|
-784
|
-0.7%
|
|
|
611
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$5.05M
|
-$38.1K
|
-885
|
-0.8%
|
|
|
612
|
HCR Wealth Advisors
Los Angeles,
California
|
$5.03M
|
-$57.9K
|
-1,345
|
-1%
|
|
|
613
|
Private Wealth Advisors (California)
Fresno,
California
|
$5.02M
|
-$4.55M
|
-105,563
|
-48%
|
|
|
614
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$5.01M
|
-$104K
|
-2,422
|
-2%
|
|
|
615
|
Parthenon LLC
Louisville,
Kentucky
|
$4.98M
|
-$47.8K
|
-1,110
|
-1%
|
|
|
616
|
MGO Private Wealth
Irvine,
California
|
$4.98M
|
-$282K
|
-6,550
|
-5%
|
|
|
617
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$4.96M
|
+$238K
|
+5,527
|
+5%
|
|
|
618
|
Plancorp LLC
Saint Louis,
Missouri
|
$4.94M
|
+$908K
|
+21,075
|
+23%
|
|
|
619
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$4.93M
|
+$4.86M
|
+112,759
|
New
|
|
|
620
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$4.93M
|
–
|
–
|
–
|
|
|
621
|
DRW Securities
Chicago,
Illinois
|
$4.93M
|
-$14.2M
|
-330,436
|
-75%
|
|
|
622
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.91M
|
+$2.66M
|
+61,695
|
+122%
|
|
|
623
|
The Family Firm
Bethesda,
Maryland
|
$4.9M
|
-$36.7K
|
-853
|
-0.8%
|
|
|
624
|
One Day In July LLC
Burlington,
Vermont
|
$4.89M
|
+$1.77K
|
+41
|
+0%
|
|
|
625
|
BHK Investment Advisors
Birmingham,
Alabama
|
$4.89M
|
-$50.4K
|
-1,170
|
-1%
|
|
