|
351
|
Cypress Wealth Services
Palm Desert,
California
|
$205K
|
–
|
–
|
–
|
|
|
352
|
Fisher Asset Management
Camas,
Washington
|
$205K
|
+$205K
|
+8,173
|
New
|
|
|
353
|
Private Trust Company
Cleveland,
Ohio
|
$202K
|
-$150
|
-6
|
-0.1%
|
|
|
354
|
Alesco Advisors
Pittsford,
New York
|
$200K
|
+$200K
|
+8,000
|
New
|
|
|
355
|
Harbour Investments
Madison,
Wisconsin
|
$188K
|
-$15.7K
|
-625
|
-8%
|
|
|
356
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$155K
|
+$155K
|
+6,200
|
New
|
|
|
357
|
Bogart Wealth LLC
Mclean,
Virginia
|
$154K
|
+$50
|
+2
|
+0%
|
|
|
358
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$151K
|
-$37.6K
|
-1,500
|
-20%
|
|
|
359
|
Front Row Advisors
Tiburon,
California
|
$146K
|
–
|
–
|
–
|
|
|
360
|
Physician Wealth Advisors
Midvale,
Utah
|
$145K
|
+$145K
|
+5,804
|
New
|
|
|
361
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$142K
|
+$150
|
+6
|
+0.1%
|
|
|
362
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$127K
|
–
|
–
|
–
|
|
|
363
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$126K
|
+$45.6K
|
+1,822
|
+57%
|
|
|
364
|
Coastline Trust
Providence,
Rhode Island
|
$106K
|
–
|
–
|
–
|
|
|
365
|
Maryland Capital Advisors
Chester,
Maryland
|
$100K
|
-$51K
|
-2,034
|
-34%
|
|
|
366
|
Elevate Wealth Advisory
Athens,
Georgia
|
$98.3K
|
–
|
–
|
–
|
|
|
367
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$96.5K
|
+$95.3K
|
+3,804
|
+7,608%
|
|
|
368
|
CVA Family Office
Denver,
Colorado
|
$96.1K
|
–
|
–
|
–
|
|
|
369
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$92.7K
|
–
|
–
|
–
|
|
|
370
|
Farther Finance Advisors
San Francisco,
California
|
$91.9K
|
-$414K
|
-16,506
|
-82%
|
|
|
371
|
Trust Company
Manhattan,
Kansas
|
$88.6K
|
–
|
–
|
–
|
|
|
372
|
Anchor Investment Management
Columbia,
South Carolina
|
$85.9K
|
–
|
–
|
–
|
|
|
373
|
First Horizon Advisors
Memphis,
Tennessee
|
$76.9K
|
+$5.64K
|
+225
|
+8%
|
|
|
374
|
Legacy Bridge
West Des Moines,
Iowa
|
$72.8K
|
+$7.52K
|
+300
|
+12%
|
|
|
375
|
MAI Capital Management
Independence,
Ohio
|
$55.8K
|
+$55.8K
|
+2,229
|
New
|
|
