|
201
|
Spinnaker Trust
Portland,
Maine
|
$780K
|
+$30.2K
|
+644
|
+4%
|
|
|
202
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$776K
|
–
|
–
|
–
|
|
|
203
|
Austin Private Wealth
Austin,
Texas
|
$775K
|
+$94.3K
|
+2,008
|
+14%
|
|
|
204
|
Rockefeller Capital Management
New York
|
$769K
|
-$334K
|
-7,107
|
-31%
|
|
|
205
|
ANB Bank
Denver,
Colorado
|
$766K
|
+$5.82K
|
+124
|
+0.8%
|
|
|
206
|
Friedenthal Financial
Marlton,
New Jersey
|
$763K
|
-$199K
|
-4,229
|
-21%
|
|
|
207
|
Painted Porch Advisors
Santa Barbara,
California
|
$759K
|
–
|
–
|
–
|
|
|
208
|
Ariadne Wealth Management
Santa Barbara,
California
|
$757K
|
-$138K
|
-2,944
|
-16%
|
|
|
209
|
Ameraudi Asset Management
New York
|
$756K
|
–
|
–
|
–
|
|
|
210
|
Novare Capital Management
Charlotte,
North Carolina
|
$751K
|
+$86.9K
|
+1,850
|
+13%
|
|
|
211
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$744K
|
+$2.54K
|
+54
|
+0.3%
|
|
|
212
|
D.A. Davidson & Co
Great Falls,
Montana
|
$737K
|
–
|
–
|
–
|
|
|
213
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$719K
|
+$1.46K
|
+31
|
+0.2%
|
|
|
214
|
Kestra Advisory Services
Austin,
Texas
|
$716K
|
+$87.5K
|
+1,862
|
+14%
|
|
|
215
|
Commerce Bank
Kansas City,
Missouri
|
$705K
|
–
|
–
|
–
|
|
|
216
|
UMB Bank
Kansas City,
Missouri
|
$689K
|
-$141
|
-3
|
-0%
|
|
|
217
|
Trust Company
Manhattan,
Kansas
|
$688K
|
-$3.38K
|
-72
|
-0.5%
|
|
|
218
|
Falcon Wealth Planning
Ontario,
California
|
$686K
|
+$157K
|
+3,352
|
+30%
|
|
|
219
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$686K
|
-$124K
|
-2,638
|
-15%
|
|
|
220
|
Tradition Wealth Management
Edina,
Minnesota
|
$682K
|
+$8.55K
|
+182
|
+1%
|
|
|
221
|
Wealthstream Advisors
New York
|
$660K
|
-$3.48K
|
-74
|
-0.5%
|
|
|
222
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$658K
|
–
|
–
|
–
|
|
|
223
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$654K
|
+$69.1K
|
+1,472
|
+12%
|
|
|
224
|
Venturi Wealth Management
Austin,
Texas
|
$632K
|
-$13.6K
|
-290
|
-2%
|
|
|
225
|
Lido Advisors
Los Angeles,
California
|
$631K
|
-$49K
|
-1,044
|
-7%
|
|
