|
576
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$200K
|
-$193K
|
-3,085
|
-50%
|
|
|
577
|
Oakworth Capital
Birmingham,
Alabama
|
$199K
|
–
|
–
|
–
|
|
|
578
|
Franklin Resources
San Mateo,
California
|
$196K
|
+$438
|
+7
|
+0.2%
|
|
|
579
|
AssetMark Inc
Concord,
California
|
$193K
|
+$136K
|
+2,172
|
+269%
|
|
|
580
|
Robinswood Financial
Kirkland,
Washington
|
$190K
|
–
|
–
|
–
|
|
|
581
|
Kennebec Savings Bank
Augusta,
Maine
|
$185K
|
+$179K
|
+2,855
|
New
|
|
|
582
|
Hollencrest Capital Management
Newport Beach,
California
|
$185K
|
–
|
–
|
–
|
|
|
583
|
Steward Partners Investment Advisory
New York
|
$179K
|
-$4.58M
|
-73,114
|
-96%
|
|
|
584
|
Red Tortoise LLC
Atlanta,
Georgia
|
$174K
|
–
|
–
|
–
|
|
|
585
|
CVA Family Office
Denver,
Colorado
|
$172K
|
–
|
–
|
–
|
|
|
586
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$169K
|
–
|
–
|
–
|
|
|
587
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$161K
|
+$1.31K
|
+21
|
+0.9%
|
|
|
588
|
Colonial Trust
Spartanburg,
South Carolina
|
$146K
|
+$9.14K
|
+146
|
+7%
|
|
|
589
|
True Wealth Design
Akron,
Ohio
|
$143K
|
–
|
–
|
–
|
|
|
590
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$139K
|
-$12K
|
-191
|
-8%
|
|
|
591
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$138K
|
–
|
–
|
–
|
|
|
592
|
|
$136K
|
+$939
|
+15
|
+0.7%
|
|
|
593
|
UMB Bank
Kansas City,
Missouri
|
$131K
|
–
|
–
|
–
|
|
|
594
|
TFC Financial Management
Boston,
Massachusetts
|
$119K
|
+$16.5K
|
+264
|
+17%
|
|
|
595
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$115K
|
+$60.4K
|
+965
|
+119%
|
|
|
596
|
Continuum Advisory
Eagle,
Idaho
|
$113K
|
–
|
–
|
–
|
|
|
597
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$113K
|
–
|
–
|
–
|
|
|
598
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$111K
|
–
|
–
|
–
|
|
|
599
|
Aspect Partners
Fairfax,
Virginia
|
$111K
|
+$107K
|
+1,706
|
New
|
|
|
600
|
BFSG LLC
Irvine,
California
|
$108K
|
-$5.32K
|
-85
|
-5%
|
|
