|
1551
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$853K
|
+$40.3K
|
1
|
0.58%
|
Increased
|
|
|
1552
|
Greenline Partners
New York
|
$852K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1553
|
Impact Partnership Wealth
Marietta,
Georgia
|
$844K
|
+$813K
|
1
|
0.08%
|
New
|
|
|
1554
|
Values First Advisors
Gray,
Tennessee
|
$844K
|
+$4.18K
|
1
|
0.39%
|
Increased
|
|
|
1555
|
Oakworth Capital
Birmingham,
Alabama
|
$843K
|
$0
|
5
|
0.04%
|
Maintained
|
|
|
1556
|
Main Management
San Francisco,
California
|
$841K
|
-$14.9M
|
1
|
0.06%
|
Reduced
|
|
|
1557
|
180 Wealth Advisors
Federal Way,
Washington
|
$840K
|
+$104K
|
1
|
0.08%
|
Increased
|
|
|
1558
|
Drive Wealth Management
Lehi,
Utah
|
$837K
|
+$260K
|
2
|
0.15%
|
Increased
|
|
|
1559
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$836K
|
$0
|
1
|
0.38%
|
Maintained
|
|
|
1560
|
City National Bank of Florida
Miami,
Florida
|
$828K
|
+$149K
|
1
|
0.35%
|
Increased
|
|
|
1561
|
Ceeto Capital Group
Coral Gables,
Florida
|
$824K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1562
|
Hartree Partners
New York
|
$824K
|
+$214K
|
1
|
0.18%
|
Increased
|
|
|
1563
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$820K
|
+$345K
|
2
|
0.15%
|
Increased
|
|
|
1564
|
Bearing Point Capital
Bloomington,
Minnesota
|
$818K
|
+$37.3K
|
1
|
0.11%
|
Increased
|
|
|
1565
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$818K
|
+$479K
|
1
|
0.21%
|
Increased
|
|
|
1566
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$812K
|
-$44.5K
|
1
|
0.01%
|
Reduced
|
|
|
1567
|
Bank of Hawaii
Honolulu,
Hawaii
|
$810K
|
-$63.8K
|
1
|
0.04%
|
Reduced
|
|
|
1568
|
Westover Capital Advisors
Wilmington,
Delaware
|
$807K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1569
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$804K
|
$0
|
1
|
0.61%
|
Maintained
|
|
|
1570
|
F/M Investments
Washington,
District of Columbia
|
$802K
|
+$255K
|
1
|
0.04%
|
Increased
|
|
|
1571
|
Tolleson Wealth Management
Dallas,
Texas
|
$799K
|
+$746
|
1
|
0.11%
|
Increased
|
|
|
1572
|
Mission Wealth Management
Santa Barbara,
California
|
$792K
|
+$758K
|
3
|
0.01%
|
New
|
|
|
1573
|
Cooper Financial Group
Irvine,
California
|
$791K
|
-$31.6K
|
2
|
0.07%
|
Reduced
|
|
|
1574
|
TrueMark Investments
Chicago,
Illinois
|
$789K
|
-$4.82M
|
1
|
0.1%
|
Reduced
|
|
|
1575
|
Teton Advisors
Rye,
New York
|
$788K
|
$0
|
1
|
0.46%
|
Maintained
|
|