|
1401
|
WealthPLAN Partners
Omaha,
Nebraska
|
$201K
|
+$188K
|
+1,084
|
New
|
|
|
1402
|
NVWM LLC
Yardley,
Pennsylvania
|
$200K
|
-$420K
|
-2,416
|
-69%
|
|
|
1403
|
Daybright Advisory Services
Miami,
Florida
|
$200K
|
+$193K
|
+1,113
|
New
|
|
|
1404
|
Bank of Stockton
Stockton,
California
|
$200K
|
+$188K
|
+1,080
|
New
|
|
|
1405
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$199K
|
-$44.1K
|
-254
|
-19%
|
|
|
1406
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$194K
|
–
|
–
|
–
|
|
|
1407
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$190K
|
-$75.1K
|
-432
|
-30%
|
|
|
1408
|
Townsend Asset Management
Raleigh,
North Carolina
|
$189K
|
+$11.5K
|
+66
|
+7%
|
|
|
1409
|
HM Payson & Co
Portland,
Maine
|
$185K
|
-$46.7K
|
-269
|
-21%
|
|
|
1410
|
SYM Financial Corp
Winona Lake,
Indiana
|
$185K
|
–
|
–
|
–
|
|
|
1411
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$184K
|
-$96.8K
|
-557
|
-36%
|
|
|
1412
|
Delos Wealth Advisors
Dallas,
Texas
|
$184K
|
–
|
–
|
–
|
|
|
1413
|
Allied Private Wealth
Boca Raton,
Florida
|
$180K
|
+$173K
|
+995
|
New
|
|
|
1414
|
Continuum Advisory
Eagle,
Idaho
|
$175K
|
+$164K
|
+946
|
New
|
|
|
1415
|
|
$172K
|
+$161K
|
+929
|
New
|
|
|
1416
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$171K
|
–
|
–
|
–
|
|
|
1417
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$169K
|
+$158K
|
+912
|
New
|
|
|
1418
|
United Community Bank
Greenville,
South Carolina
|
$168K
|
–
|
–
|
–
|
|
|
1419
|
FWL Investment Management
Dallas,
Texas
|
$162K
|
+$95.4K
|
+549
|
+168%
|
|
|
1420
|
MilWealth Group
Milwaukee,
Wisconsin
|
$161K
|
–
|
–
|
–
|
|
|
1421
|
WestEnd Advisors
Charlotte,
North Carolina
|
$155K
|
+$145K
|
+837
|
New
|
|
|
1422
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$153K
|
+$348
|
+2
|
+0.2%
|
|
|
1423
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$153K
|
+$2.26K
|
+13
|
+2%
|
|
|
1424
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$152K
|
–
|
–
|
–
|
|
|
1425
|
BankPlus Trust Department
Jackson,
Mississippi
|
$150K
|
-$5.21K
|
-30
|
-4%
|
|
