|
351
|
Cypress Wealth Services
Palm Desert,
California
|
$228K
|
–
|
–
|
–
|
|
|
352
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$226K
|
+$225K
|
+9,308
|
New
|
|
|
353
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$224K
|
–
|
–
|
–
|
|
|
354
|
Blue Barn Wealth
Orem,
Utah
|
$221K
|
–
|
–
|
–
|
|
|
355
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$217K
|
–
|
–
|
–
|
|
|
356
|
Hills Bank & Trust
North Liberty,
Iowa
|
$212K
|
–
|
–
|
–
|
|
|
357
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$208K
|
–
|
–
|
–
|
|
|
358
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$207K
|
–
|
–
|
–
|
|
|
359
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$204K
|
-$242
|
-10
|
-0.1%
|
|
|
360
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$203K
|
–
|
–
|
–
|
|
|
361
|
Alesco Advisors
Pittsford,
New York
|
$202K
|
–
|
–
|
–
|
|
|
362
|
RWA Wealth Partners
Newton,
Massachusetts
|
$201K
|
+$200K
|
+8,277
|
New
|
|
|
363
|
Asset Dedication LLC
San Francisco,
California
|
$183K
|
-$121
|
-5
|
-0.1%
|
|
|
364
|
Coastline Trust
Providence,
Rhode Island
|
$174K
|
+$55.6K
|
+2,303
|
+47%
|
|
|
365
|
Physician Wealth Advisors
Midvale,
Utah
|
$171K
|
–
|
–
|
–
|
|
|
366
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$162K
|
–
|
–
|
–
|
|
|
367
|
Bogart Wealth LLC
Mclean,
Virginia
|
$135K
|
-$19.9K
|
-825
|
-13%
|
|
|
368
|
Farther Finance Advisors
San Francisco,
California
|
$131K
|
+$86.7K
|
+3,589
|
+197%
|
|
|
369
|
Private Trust Company
Cleveland,
Ohio
|
$125K
|
+$1.09K
|
+45
|
+0.9%
|
|
|
370
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$124K
|
–
|
–
|
–
|
|
|
371
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$121K
|
+$46.1K
|
+1,908
|
+62%
|
|
|
372
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$117K
|
–
|
–
|
–
|
|
|
373
|
Trust Company
Manhattan,
Kansas
|
$114K
|
-$24
|
-1
|
-0%
|
|
|
374
|
Addison Advisors
Middlebury,
Vermont
|
$109K
|
-$112K
|
-4,630
|
-51%
|
|
|
375
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$109K
|
-$72.5K
|
-3,000
|
-40%
|
|
