|
451
|
Beta Wealth Group
San Diego,
California
|
$208K
|
+$232K
|
+4,094
|
New
|
|
|
452
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$208K
|
-$17.5K
|
-309
|
-7%
|
|
|
453
|
Life Planning Partners
Jacksonville,
Florida
|
$202K
|
+$567
|
+10
|
+0.3%
|
|
|
454
|
Colonial Trust
Spartanburg,
South Carolina
|
$199K
|
+$221K
|
+3,899
|
New
|
|
|
455
|
Duncker Streett & Co
St. Louis,
Missouri
|
$197K
|
–
|
–
|
–
|
|
|
456
|
Sara-Bay Financial
Sarasota,
Florida
|
$197K
|
+$13K
|
+229
|
+6%
|
|
|
457
|
Raleigh Capital Management
Cary,
North Carolina
|
$193K
|
-$52.8K
|
-931
|
-20%
|
|
|
458
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$188K
|
–
|
–
|
–
|
|
|
459
|
Clear Investment Research
Alpharetta,
Georgia
|
$188K
|
+$11.4K
|
+201
|
+6%
|
|
|
460
|
Belpointe Asset Management
Reno,
Nevada
|
$186K
|
+$21.5K
|
+379
|
+12%
|
|
|
461
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$174K
|
-$424K
|
-7,486
|
-69%
|
|
|
462
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$154K
|
-$2.72K
|
-48
|
-2%
|
|
|
463
|
Stephens Consulting
Flint,
Michigan
|
$147K
|
+$163K
|
+2,884
|
New
|
|
|
464
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$140K
|
+$794
|
+14
|
+0.5%
|
|
|
465
|
SouthState Corp
Winter Haven,
Florida
|
$137K
|
–
|
–
|
–
|
|
|
466
|
Bessemer Group
Woodbridge,
New Jersey
|
$128K
|
+$143K
|
+2,521
|
New
|
|
|
467
|
Milestone Wealth
Buffalo,
New York
|
$124K
|
-$283
|
-5
|
-0.2%
|
|
|
468
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$116K
|
+$16.1K
|
+284
|
+14%
|
|
|
469
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$115K
|
+$15.2K
|
+268
|
+13%
|
|
|
470
|
American Portfolios Advisors
Holbrook,
New York
|
$111K
|
+$3.4K
|
+60
|
+3%
|
|
|
471
|
WhitTier Trust Company
Reno,
Nevada
|
$102K
|
–
|
–
|
–
|
|
|
472
|
Clearstead Advisors
Cleveland,
Ohio
|
$99K
|
-$2.72K
|
-48
|
-2%
|
|
|
473
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$98K
|
-$5.1K
|
-90
|
-4%
|
|
|
474
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$91K
|
-$79.8K
|
-1,408
|
-44%
|
|
|
475
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$89K
|
–
|
–
|
–
|
|
