|
901
|
Cribstone Capital Management
Augusta,
Maine
|
$6K
|
–
|
–
|
–
|
|
|
902
|
Lake Point Wealth Management
Rockwall,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
903
|
Capital Bank & Trust
Irvine,
California
|
$5K
|
–
|
–
|
–
|
|
|
904
|
Evolution Wealth Advisors
Aventura,
Florida
|
$5K
|
+$5.17K
|
+60
|
New
|
|
|
905
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
906
|
Manchester Capital Management
Manchester,
Vermont
|
$3K
|
–
|
–
|
–
|
|
|
907
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3K
|
+$2.15K
|
+25
|
+625%
|
|
|
908
|
Acima Private Wealth
Richmond,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
909
|
Fidelity International
Hamilton,
Bermuda
|
$2K
|
–
|
–
|
–
|
|
|
910
|
First Interstate Bank
Billings,
Montana
|
$2K
|
–
|
–
|
–
|
|
|
911
|
Hartford Financial Management
Hartford,
Connecticut
|
$2K
|
–
|
–
|
–
|
|
|
912
|
Squar Milner Financial Services
Irvine,
California
|
$2K
|
–
|
–
|
–
|
|
|
913
|
Chicago Trust
Grayslake,
Illinois
|
$1.67K
|
-$25.8K
|
-300
|
-2%
|
|
|
914
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.32K
|
+$26.9K
|
+312
|
+2%
|
|
|
915
|
UMB Bank
Kansas City,
Missouri
|
$1.25K
|
-$33.9K
|
-393
|
-3%
|
|
|
916
|
|
$1K
|
–
|
–
|
–
|
|
|
917
|
Balentine LLC
Atlanta,
Georgia
|
$1K
|
+$603
|
+7
|
New
|
|
|
918
|
Avior Wealth Management
Omaha,
Nebraska
|
$1K
|
+$861
|
+10
|
New
|
|
|
919
|
Brown Brothers Harriman & Co
New York
|
$1K
|
+$1.21K
|
+14
|
New
|
|
|
920
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$973
|
+$94.1K
|
+1,092
|
+11%
|
|
|
921
|
Freestone Capital Holdings
Seattle,
Washington
|
$360
|
+$56.2K
|
+652
|
+19%
|
|
|
922
|
Meridian Wealth Management
Lexington,
Kentucky
|
$240
|
+$23.6K
|
+274
|
New
|
|
|
923
|
|
–
|
-$15.4M
|
-181,675
|
Closed
|
|
|
924
|
|
–
|
-$12.6M
|
-148,102
|
Closed
|
|
|
925
|
Isthmus Partners
Madison,
Wisconsin
|
–
|
-$5.48M
|
-122,306
|
Closed
|
|
