|
76
|
OneAscent Family Office
Birmingham,
Alabama
|
$250K
|
–
|
–
|
–
|
|
|
77
|
Gilbert & Cook
West Des Moines,
Iowa
|
$225K
|
–
|
–
|
–
|
|
|
78
|
Well Done LLC
Holland,
Michigan
|
$224K
|
–
|
–
|
–
|
|
|
79
|
Private Client Services
Louisville,
Kentucky
|
$218K
|
–
|
–
|
–
|
|
|
80
|
Farther Finance Advisors
San Francisco,
California
|
$214K
|
+$150K
|
+1,894
|
+240%
|
|
|
81
|
Private Trust Company
Cleveland,
Ohio
|
$211K
|
–
|
–
|
–
|
|
|
82
|
Fidelity Investments
Boston,
Massachusetts
|
$183K
|
-$8.24K
|
-104
|
-4%
|
|
|
83
|
Godfrey Financial Associates
Glenmont,
New York
|
$147K
|
+$146K
|
+1,842
|
New
|
|
|
84
|
Bank & Trust Company
Litchfield,
Illinois
|
$113K
|
–
|
–
|
–
|
|
|
85
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$83K
|
–
|
–
|
–
|
|
|
86
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$62K
|
+$61.6K
|
+777
|
New
|
|
|
87
|
William Blair & Company
Chicago,
Illinois
|
$51.9K
|
–
|
–
|
–
|
|
|
88
|
AssetMark Inc
Concord,
California
|
$51.4K
|
–
|
–
|
–
|
|
|
89
|
Bellevue Asset Management
Bellevue,
Washington
|
$47.4K
|
–
|
–
|
–
|
|
|
90
|
Tidemark
San Diego,
California
|
$46.8K
|
+$317
|
+4
|
+0.7%
|
|
|
91
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$41.4K
|
–
|
–
|
–
|
|
|
92
|
REAP Financial Group
Austin,
Texas
|
$35.7K
|
+$35.4K
|
+447
|
New
|
|
|
93
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$27.1K
|
+$26.9K
|
+339
|
New
|
|
|
94
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$23.5K
|
+$23.3K
|
+294
|
New
|
|
|
95
|
Coastline Trust
Providence,
Rhode Island
|
$14K
|
–
|
–
|
–
|
|
|
96
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$12.9K
|
–
|
–
|
–
|
|
|
97
|
Westside Investment Management
Santa Monica,
California
|
$8.3K
|
–
|
–
|
–
|
|
|
98
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$7.99K
|
+$7.92K
|
+100
|
New
|
|
|
99
|
US Bancorp
Minneapolis,
Minnesota
|
$7.07K
|
+$7.05K
|
+89
|
New
|
|
|
100
|
Global Retirement Partners
San Rafael,
California
|
$5.99K
|
–
|
–
|
–
|
|
