|
801
|
First Interstate Bank
Billings,
Montana
|
$709K
|
–
|
–
|
–
|
|
|
802
|
Cullinan Associates
Louisville,
Kentucky
|
$706K
|
-$80.2K
|
-1,000
|
-10%
|
|
|
803
|
Grimes & Company
Westborough,
Massachusetts
|
$700K
|
-$4.89K
|
-61
|
-0.7%
|
|
|
804
|
Cambridge Trust
Cambridge,
Massachusetts
|
$695K
|
-$267K
|
-3,328
|
-28%
|
|
|
805
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$693K
|
+$500K
|
+6,237
|
+271%
|
|
|
806
|
Private Trust Company
Cleveland,
Ohio
|
$687K
|
+$25.7K
|
+320
|
+4%
|
|
|
807
|
Brighton Jones LLC
Seattle,
Washington
|
$678K
|
-$88.5K
|
-1,104
|
-12%
|
|
|
808
|
Stokes Family Office
New Orleans,
Louisiana
|
$674K
|
+$6.66K
|
+83
|
+1%
|
|
|
809
|
American National Registered Investment Advisor
Galveston,
Texas
|
$671K
|
–
|
–
|
–
|
|
|
810
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$669K
|
-$12.5K
|
-156
|
-2%
|
|
|
811
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$664K
|
+$23K
|
+287
|
+4%
|
|
|
812
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$663K
|
–
|
–
|
–
|
|
|
813
|
Equitable Holdings
New York
|
$662K
|
-$10.4K
|
-130
|
-2%
|
|
|
814
|
Caprock Group
Boise,
Idaho
|
$661K
|
-$91.2K
|
-1,137
|
-12%
|
|
|
815
|
TownSquare Capital
Provo,
Utah
|
$658K
|
-$363K
|
-4,527
|
-34%
|
|
|
816
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$656K
|
-$135K
|
-1,680
|
-17%
|
|
|
817
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$655K
|
-$109K
|
-1,364
|
-14%
|
|
|
818
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$653K
|
+$149K
|
+1,857
|
+30%
|
|
|
819
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$651K
|
+$3.53K
|
+44
|
+0.6%
|
|
|
820
|
Investors Research Corp
Atlanta,
Georgia
|
$648K
|
-$1.28K
|
-16
|
-0.2%
|
|
|
821
|
Soltis Investment Advisors
St. George,
Utah
|
$646K
|
+$227K
|
+2,834
|
+55%
|
|
|
822
|
Old North State Trust
Greensboro,
North Carolina
|
$642K
|
–
|
–
|
–
|
|
|
823
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$636K
|
-$55.1K
|
-687
|
-8%
|
|
|
824
|
Private Wealth Partners
Mill Valley,
California
|
$636K
|
–
|
–
|
–
|
|
|
825
|
|
$635K
|
+$2.97K
|
+37
|
+0.5%
|
|
