|
601
|
Barrett Asset Management
New York
|
$218K
|
–
|
–
|
–
|
|
|
602
|
Snowden Capital Advisors
New York
|
$216K
|
+$235K
|
+4,650
|
New
|
|
|
603
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$215K
|
-$60.4K
|
-1,198
|
-21%
|
|
|
604
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$215K
|
+$1.87K
|
+37
|
+0.8%
|
|
|
605
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$214K
|
–
|
–
|
–
|
|
|
606
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$214K
|
–
|
–
|
–
|
|
|
607
|
West Oak Capital
Westlake Village,
California
|
$214K
|
–
|
–
|
–
|
|
|
608
|
Cadence Bank NA
Houston,
Texas
|
$213K
|
–
|
–
|
–
|
|
|
609
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$213K
|
–
|
–
|
–
|
|
|
610
|
Alexandria Capital
Arlington,
Virginia
|
$213K
|
+$50
|
+1
|
+0%
|
|
|
611
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$209K
|
-$172K
|
-3,400
|
-43%
|
|
|
612
|
Howland Capital Management
Boston,
Massachusetts
|
$207K
|
-$30.3K
|
-600
|
-12%
|
|
|
613
|
Clearstead Trust
Portland,
Maine
|
$204K
|
+$222K
|
+4,392
|
New
|
|
|
614
|
Well Done LLC
Holland,
Michigan
|
$203K
|
-$8.07K
|
-160
|
-4%
|
|
|
615
|
Claybrook Capital
Wellesley,
Massachusetts
|
$203K
|
+$220K
|
+4,364
|
New
|
|
|
616
|
Evolution Wealth Advisors
Aventura,
Florida
|
$202K
|
+$219K
|
+4,338
|
New
|
|
|
617
|
Covenant Partners
Nashville,
Tennessee
|
$201K
|
+$218K
|
+4,328
|
New
|
|
|
618
|
TrueWealth LLC
Atlanta,
Georgia
|
$190K
|
–
|
–
|
–
|
|
|
619
|
Claro Advisors
Boston,
Massachusetts
|
$189K
|
+$43.3K
|
+858
|
New
|
|
|
620
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$187K
|
+$91.5K
|
+1,814
|
+82%
|
|
|
621
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$186K
|
+$59.7K
|
+1,184
|
+42%
|
|
|
622
|
Crewe Advisors
Salt Lake City,
Utah
|
$185K
|
–
|
–
|
–
|
|
|
623
|
Brown Brothers Harriman & Co
New York
|
$182K
|
–
|
–
|
–
|
|
|
624
|
Perkins Coie Trust Company
Seattle,
Washington
|
$181K
|
–
|
–
|
–
|
|
|
625
|
Pecaut & Co
Sioux City,
Iowa
|
$180K
|
-$196K
|
-3,880
|
-50%
|
|
