|
626
|
|
$226K
|
–
|
–
|
–
|
|
|
627
|
First Foundation Advisors
Irvine,
California
|
$224K
|
–
|
–
|
–
|
|
|
628
|
Penobscot Investment Management
Boston,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
629
|
Busey Bank
Urbana,
Illinois
|
$223K
|
–
|
–
|
–
|
|
|
630
|
Belpointe Asset Management
Reno,
Nevada
|
$221K
|
–
|
–
|
–
|
|
|
631
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$221K
|
–
|
–
|
–
|
|
|
632
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$221K
|
+$134
|
+2
|
+0.1%
|
|
|
633
|
Meridian Management
Little Rock,
Arkansas
|
$219K
|
+$6.75K
|
+101
|
+3%
|
|
|
634
|
Sawyer & Company
Boston,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
635
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$218K
|
+$224K
|
+3,354
|
New
|
|
|
636
|
BSW Wealth Partners
Boulder,
Colorado
|
$214K
|
–
|
–
|
–
|
|
|
637
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$213K
|
+$219K
|
+3,277
|
New
|
|
|
638
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$212K
|
+$218K
|
+3,252
|
New
|
|
|
639
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$210K
|
+$216K
|
+3,234
|
New
|
|
|
640
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$210K
|
+$216K
|
+3,228
|
New
|
|
|
641
|
Kennebec Savings Bank
Augusta,
Maine
|
$209K
|
+$25.9K
|
+387
|
+14%
|
|
|
642
|
Caldwell Trust
Venice,
Florida
|
$205K
|
+$210K
|
+3,146
|
New
|
|
|
643
|
Isthmus Partners
Madison,
Wisconsin
|
$203K
|
+$208K
|
+3,114
|
New
|
|
|
644
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$203K
|
–
|
–
|
–
|
|
|
645
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$202K
|
+$401
|
+6
|
+0.2%
|
|
|
646
|
Whittier Trust
South Pasadena,
California
|
$201K
|
-$1.35M
|
-20,206
|
-87%
|
|
|
647
|
Oakworth Capital
Birmingham,
Alabama
|
$200K
|
–
|
–
|
–
|
|
|
648
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$198K
|
+$113K
|
+1,683
|
+123%
|
|
|
649
|
Franklin Resources
San Mateo,
California
|
$195K
|
+$602
|
+9
|
+0.3%
|
|
|
650
|
AssetMark Inc
Concord,
California
|
$194K
|
–
|
–
|
–
|
|
