|
1401
|
Callahan Advisors
Houston,
Texas
|
$398K
|
+$197
|
+1
|
+0.1%
|
|
|
1402
|
|
$398K
|
–
|
–
|
–
|
|
|
1403
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$396K
|
+$5.9K
|
+30
|
+2%
|
|
|
1404
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$396K
|
-$49.1K
|
-250
|
-12%
|
|
|
1405
|
Silver Oak Securities
Jackson,
Tennessee
|
$396K
|
-$96.3K
|
-490
|
-21%
|
|
|
1406
|
Stokes Family Office
New Orleans,
Louisiana
|
$395K
|
+$13K
|
+66
|
+4%
|
|
|
1407
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$394K
|
–
|
–
|
–
|
|
|
1408
|
Bank of Stockton
Stockton,
California
|
$394K
|
-$11.8K
|
-60
|
-3%
|
|
|
1409
|
Meridian Wealth Advisors
Austin,
Texas
|
$394K
|
+$393
|
+2
|
+0.1%
|
|
|
1410
|
Counterpoint Mutual Funds
San Diego,
California
|
$393K
|
+$363K
|
+1,845
|
New
|
|
|
1411
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$392K
|
+$119K
|
+603
|
+49%
|
|
|
1412
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$387K
|
-$197
|
-1
|
-0.1%
|
|
|
1413
|
D.J. St. Germain
Springfield,
Massachusetts
|
$387K
|
-$1.38K
|
-7
|
-0.4%
|
|
|
1414
|
Phoenix Financial
Givatayim,
Israel
|
$387K
|
+$357K
|
+1,819
|
New
|
|
|
1415
|
Geneos Wealth Management
Englewood,
Colorado
|
$387K
|
-$9.83K
|
-50
|
-3%
|
|
|
1416
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$384K
|
+$11.8K
|
+60
|
+3%
|
|
|
1417
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$384K
|
+$18.5K
|
+94
|
+6%
|
|
|
1418
|
Merrion Investment Management
Cranford,
New Jersey
|
$384K
|
–
|
–
|
–
|
|
|
1419
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$382K
|
–
|
–
|
–
|
|
|
1420
|
WESPAC Advisors
Orinda,
California
|
$379K
|
-$22.4K
|
-114
|
-6%
|
|
|
1421
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$378K
|
-$1.77K
|
-9
|
-0.5%
|
|
|
1422
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$378K
|
–
|
–
|
–
|
|
|
1423
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$378K
|
+$393
|
+2
|
+0.1%
|
|
|
1424
|
Wealth Architects
Mountain View,
California
|
$373K
|
-$36.6K
|
-186
|
-10%
|
|
|
1425
|
CreativeOne Wealth
Overland Park,
Kansas
|
$373K
|
+$87.3K
|
+444
|
+34%
|
|
