|
601
|
Clearstead Trust
Portland,
Maine
|
$195K
|
–
|
–
|
–
|
|
|
602
|
Freestone Capital Holdings
Seattle,
Washington
|
$186K
|
-$169K
|
-5,034
|
-51%
|
|
|
603
|
Accel Wealth Management
Waverly,
Iowa
|
$172K
|
+$151K
|
+4,480
|
New
|
|
|
604
|
Caption Management
Oklahoma City,
Oklahoma
|
$172K
|
+$151K
|
+4,500
|
New
|
|
|
605
|
|
$168K
|
-$807
|
-24
|
-0.5%
|
|
|
606
|
Tradewinds Capital Management
Bellingham,
Washington
|
$166K
|
+$1.55K
|
+46
|
+1%
|
|
|
607
|
Whittier Trust
South Pasadena,
California
|
$162K
|
-$18.7K
|
-555
|
-12%
|
|
|
608
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$162K
|
+$142K
|
+4,209
|
New
|
|
|
609
|
Washington Trust
Westerly,
Rhode Island
|
$157K
|
+$2.79K
|
+83
|
+2%
|
|
|
610
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$153K
|
-$4.3K
|
-128
|
-3%
|
|
|
611
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$153K
|
+$202
|
+6
|
+0.2%
|
|
|
612
|
Clearstead Advisors
Cleveland,
Ohio
|
$151K
|
–
|
–
|
–
|
|
|
613
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$147K
|
–
|
–
|
–
|
|
|
614
|
TCTC Holdings
Dallas,
Texas
|
$147K
|
–
|
–
|
–
|
|
|
615
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$146K
|
+$128K
|
+3,796
|
New
|
|
|
616
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$143K
|
-$401K
|
-11,930
|
-76%
|
|
|
617
|
Matthew Hamilton Rosenberg
|
$143K
|
+$106K
|
+3,156
|
+549%
|
|
|
618
|
Rockefeller Capital Management
New York
|
$138K
|
-$328K
|
-9,745
|
-73%
|
|
|
619
|
Firestone Capital Management
Coral Gables,
Florida
|
$135K
|
+$1.38K
|
+41
|
+1%
|
|
|
620
|
Belpointe Asset Management
Reno,
Nevada
|
$130K
|
-$62.9K
|
-1,871
|
-36%
|
|
|
621
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$130K
|
-$3.29K
|
-98
|
-3%
|
|
|
622
|
American Portfolios Advisors
Holbrook,
New York
|
$126K
|
+$96K
|
+2,855
|
+675%
|
|
|
623
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$119K
|
-$104K
|
-3,108
|
-50%
|
|
|
624
|
Archer Investment Corporation
Carmel,
Indiana
|
$115K
|
-$164K
|
-4,880
|
-62%
|
|
|
625
|
Jones Financial Companies
Des Peres,
Missouri
|
$113K
|
+$99.1K
|
+2,947
|
New
|
|
