|
651
|
Private Management Group
Irvine,
California
|
$220K
|
-$6.29K
|
-105
|
-3%
|
|
|
652
|
First Foundation Advisors
Irvine,
California
|
$219K
|
–
|
–
|
–
|
|
|
653
|
Penobscot Investment Management
Boston,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
654
|
Belpointe Asset Management
Reno,
Nevada
|
$219K
|
–
|
–
|
–
|
|
|
655
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$219K
|
–
|
–
|
–
|
|
|
656
|
Busey Bank
Urbana,
Illinois
|
$219K
|
–
|
–
|
–
|
|
|
657
|
Heritage Wealth Management (California)
San Diego,
California
|
$218K
|
+$205K
|
+3,425
|
New
|
|
|
658
|
Perennial Investment Advisors
Los Angeles,
California
|
$216K
|
-$6K
|
-100
|
-3%
|
|
|
659
|
Goldstein Advisors
Madison,
Wisconsin
|
$209K
|
-$10.8K
|
-180
|
-5%
|
|
|
660
|
BSW Wealth Partners
Boulder,
Colorado
|
$209K
|
+$197K
|
+3,282
|
New
|
|
|
661
|
FF Advisors
Manhattan Beach,
California
|
$202K
|
+$190K
|
+3,171
|
New
|
|
|
662
|
Caldwell Trust
Venice,
Florida
|
$200K
|
–
|
–
|
–
|
|
|
663
|
Whittier Trust
South Pasadena,
California
|
$197K
|
–
|
–
|
–
|
|
|
664
|
Oakworth Capital
Birmingham,
Alabama
|
$196K
|
–
|
–
|
–
|
|
|
665
|
Franklin Resources
San Mateo,
California
|
$192K
|
+$420
|
+7
|
+0.2%
|
|
|
666
|
Robinswood Financial
Kirkland,
Washington
|
$186K
|
–
|
–
|
–
|
|
|
667
|
Hollencrest Capital Management
Newport Beach,
California
|
$182K
|
–
|
–
|
–
|
|
|
668
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$178K
|
-$6.59K
|
-110
|
-4%
|
|
|
669
|
Huntington National Bank
Columbus,
Ohio
|
$174K
|
–
|
–
|
–
|
|
|
670
|
Red Tortoise LLC
Atlanta,
Georgia
|
$171K
|
–
|
–
|
–
|
|
|
671
|
AE Wealth Management
Topeka,
Kansas
|
$165K
|
+$46.2K
|
+771
|
+42%
|
|
|
672
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$163K
|
+$60
|
+1
|
+0%
|
|
|
673
|
AssetMark Inc
Concord,
California
|
$159K
|
+$21.7K
|
+362
|
+17%
|
|
|
674
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$155K
|
–
|
–
|
–
|
|
|
675
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$153K
|
-$43.6K
|
-728
|
-23%
|
|
