|
651
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$201K
|
+$217K
|
+3,370
|
New
|
|
|
652
|
Kennebec Savings Bank
Augusta,
Maine
|
$191K
|
-$3.02K
|
-47
|
-1%
|
|
|
653
|
Caldwell Trust
Venice,
Florida
|
$188K
|
–
|
–
|
–
|
|
|
654
|
Whittier Trust
South Pasadena,
California
|
$185K
|
–
|
–
|
–
|
|
|
655
|
IFP Advisors
Tampa,
Florida
|
$184K
|
+$57.3K
|
+891
|
+41%
|
|
|
656
|
Oakworth Capital
Birmingham,
Alabama
|
$183K
|
–
|
–
|
–
|
|
|
657
|
Franklin Resources
San Mateo,
California
|
$180K
|
+$450
|
+7
|
+0.2%
|
|
|
658
|
Robinswood Financial
Kirkland,
Washington
|
$175K
|
–
|
–
|
–
|
|
|
659
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$174K
|
-$8.81K
|
-137
|
-4%
|
|
|
660
|
Geneos Wealth Management
Englewood,
Colorado
|
$171K
|
-$98.1K
|
-1,525
|
-35%
|
|
|
661
|
Hollencrest Capital Management
Newport Beach,
California
|
$170K
|
–
|
–
|
–
|
|
|
662
|
Conquis Financial
Milbrae,
California
|
$169K
|
–
|
–
|
–
|
|
|
663
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$164K
|
-$138K
|
-2,152
|
-41%
|
|
|
664
|
Red Tortoise LLC
Atlanta,
Georgia
|
$161K
|
–
|
–
|
–
|
|
|
665
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$153K
|
+$707
|
+11
|
+0.4%
|
|
|
666
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$147K
|
-$66.9K
|
-1,040
|
-30%
|
|
|
667
|
Sawyer & Company
Boston,
Massachusetts
|
$146K
|
-$59.5K
|
-925
|
-27%
|
|
|
668
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$145K
|
+$156K
|
+2,433
|
New
|
|
|
669
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$144K
|
+$155K
|
+2,405
|
New
|
|
|
670
|
Newton One Investments
Newark,
Delaware
|
$138K
|
+$129
|
+2
|
+0.1%
|
|
|
671
|
Bessemer Group
Woodbridge,
New Jersey
|
$131K
|
+$141K
|
+2,187
|
New
|
|
|
672
|
Chilton Capital Management
Houston,
Texas
|
$129K
|
+$138K
|
+2,151
|
New
|
|
|
673
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$127K
|
–
|
–
|
–
|
|
|
674
|
AssetMark Inc
Concord,
California
|
$127K
|
-$54.9K
|
-853
|
-29%
|
|
|
675
|
Steward Partners Investment Advisory
New York
|
$126K
|
-$42.5K
|
-661
|
-24%
|
|
