|
601
|
Whittier Trust
South Pasadena,
California
|
$330K
|
-$426K
|
-4,914
|
-57%
|
|
|
602
|
|
$329K
|
+$316K
|
+3,646
|
New
|
|
|
603
|
Lake Street Private Wealth
Chicago,
Illinois
|
$328K
|
+$315K
|
+3,633
|
New
|
|
|
604
|
Valeo Financial Advisors
Carmel,
Indiana
|
$325K
|
+$30.8K
|
+355
|
+11%
|
|
|
605
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$323K
|
+$42.3K
|
+488
|
+16%
|
|
|
606
|
Merit Financial Group
Alpharetta,
Georgia
|
$321K
|
+$4.25K
|
+49
|
+1%
|
|
|
607
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$320K
|
+$31.5K
|
+363
|
+11%
|
|
|
608
|
SFMG Wealth Advisors
Plano,
Texas
|
$316K
|
+$8.68K
|
+100
|
+3%
|
|
|
609
|
Clarius Group LLC
Seattle,
Washington
|
$314K
|
-$27.9K
|
-321
|
-8%
|
|
|
610
|
Insigneo Advisory Services
Miami,
Florida
|
$307K
|
+$40.6K
|
+468
|
+16%
|
|
|
611
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$307K
|
–
|
–
|
–
|
|
|
612
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$307K
|
-$347
|
-4
|
-0.1%
|
|
|
613
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$306K
|
-$14.1K
|
-163
|
-5%
|
|
|
614
|
Whalerock Point Partners
Providence,
Rhode Island
|
$306K
|
-$43.4K
|
-500
|
-13%
|
|
|
615
|
J.W. Cole Advisors
Tampa,
Florida
|
$305K
|
+$24.2K
|
+279
|
+9%
|
|
|
616
|
Bogart Wealth LLC
Mclean,
Virginia
|
$305K
|
–
|
–
|
–
|
|
|
617
|
Schonfeld Strategic Advisors
New York
|
$303K
|
+$292K
|
+3,360
|
New
|
|
|
618
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$302K
|
–
|
–
|
–
|
|
|
619
|
Bessemer Group
Woodbridge,
New Jersey
|
$302K
|
+$9.98K
|
+115
|
+4%
|
|
|
620
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$301K
|
+$4.77K
|
+55
|
+2%
|
|
|
621
|
Clearstead Advisors
Cleveland,
Ohio
|
$301K
|
+$76K
|
+876
|
+36%
|
|
|
622
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$300K
|
–
|
–
|
–
|
|
|
623
|
Equitable Holdings
New York
|
$299K
|
-$3.9K
|
-45
|
-1%
|
|
|
624
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$296K
|
+$23.6K
|
+272
|
+9%
|
|
|
625
|
PDS Planning
Dublin,
Ohio
|
$295K
|
+$2.69K
|
+31
|
+1%
|
|
