|
526
|
First Foundation Advisors
Irvine,
California
|
$215K
|
+$204K
|
+3,444
|
New
|
|
|
527
|
Penobscot Investment Management
Boston,
Massachusetts
|
$214K
|
–
|
–
|
–
|
|
|
528
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$212K
|
+$59
|
+1
|
+0%
|
|
|
529
|
Sawyer & Company
Boston,
Massachusetts
|
$210K
|
–
|
–
|
–
|
|
|
530
|
Oakwell Private Wealth Management
Austin,
Texas
|
$209K
|
+$198K
|
+3,353
|
New
|
|
|
531
|
Private Trust Company
Cleveland,
Ohio
|
$207K
|
-$1.72K
|
-29
|
-0.9%
|
|
|
532
|
QRG Capital Management
Chicago,
Illinois
|
$205K
|
-$62.4K
|
-1,055
|
-24%
|
|
|
533
|
BSW Wealth Partners
Boulder,
Colorado
|
$205K
|
+$194K
|
+3,282
|
New
|
|
|
534
|
Tranquility Partners
Brentwood,
Tennessee
|
$201K
|
+$191K
|
+3,230
|
New
|
|
|
535
|
Meridian Management
Little Rock,
Arkansas
|
$201K
|
+$191K
|
+3,222
|
New
|
|
|
536
|
Fidelity Investments
Boston,
Massachusetts
|
$196K
|
+$118
|
+2
|
+0.1%
|
|
|
537
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$194K
|
+$5.74K
|
+97
|
+3%
|
|
|
538
|
Oakworth Capital
Birmingham,
Alabama
|
$191K
|
–
|
–
|
–
|
|
|
539
|
Franklin Resources
San Mateo,
California
|
$186K
|
+$296
|
+5
|
+0.2%
|
|
|
540
|
Robinswood Financial
Kirkland,
Washington
|
$180K
|
–
|
–
|
–
|
|
|
541
|
Hollencrest Capital Management
Newport Beach,
California
|
$178K
|
–
|
–
|
–
|
|
|
542
|
Red Tortoise LLC
Atlanta,
Georgia
|
$168K
|
–
|
–
|
–
|
|
|
543
|
CVA Family Office
Denver,
Colorado
|
$165K
|
+$156K
|
+2,636
|
+14,644%
|
|
|
544
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$155K
|
–
|
–
|
–
|
|
|
545
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$153K
|
+$145K
|
+2,456
|
New
|
|
|
546
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$153K
|
+$2.07K
|
+35
|
+1%
|
|
|
547
|
True Wealth Design
Akron,
Ohio
|
$150K
|
–
|
–
|
–
|
|
|
548
|
Clearstead Advisors
Cleveland,
Ohio
|
$146K
|
–
|
–
|
–
|
|
|
549
|
Newton One Investments
Newark,
Delaware
|
$143K
|
+$118
|
+2
|
+0.1%
|
|
|
550
|
Colonial Trust
Spartanburg,
South Carolina
|
$133K
|
–
|
–
|
–
|
|
