|
951
|
Cascade Financial Partners
San Diego,
California
|
$704K
|
+$220K
|
+4,227
|
+42%
|
|
|
952
|
Brown Brothers Harriman & Co
New York
|
$703K
|
+$1.51K
|
+29
|
+0.2%
|
|
|
953
|
Argent Trust Co
Nashville,
Tennessee
|
$700K
|
-$739K
|
-14,179
|
-50%
|
|
|
954
|
Country Trust Bank
Bloomington,
Illinois
|
$699K
|
+$159K
|
+3,055
|
+27%
|
|
|
955
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$699K
|
–
|
–
|
–
|
|
|
956
|
Russell Investments Group
London,
United Kingdom
|
$699K
|
+$19.4K
|
+372
|
+3%
|
|
|
957
|
Stillwater Private Wealth
Glen Mills,
Pennsylvania
|
$695K
|
+$734K
|
+14,089
|
New
|
|
|
958
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$693K
|
-$145K
|
-2,786
|
-17%
|
|
|
959
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$692K
|
–
|
–
|
–
|
|
|
960
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$692K
|
-$9.17K
|
-176
|
-1%
|
|
|
961
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$691K
|
-$10.1K
|
-194
|
-1%
|
|
|
962
|
OneAscent Financial Services
Birmingham,
Alabama
|
$687K
|
+$182K
|
+3,497
|
+34%
|
|
|
963
|
Avantax Planning Partners
Dubuque,
Iowa
|
$686K
|
+$164K
|
+3,152
|
+29%
|
|
|
964
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$684K
|
-$16.3K
|
-312
|
-2%
|
|
|
965
|
Viewpoint Capital Management
Seattle,
Washington
|
$683K
|
-$20.8K
|
-400
|
-3%
|
|
|
966
|
Fidelis Capital Partners
Tampa,
Florida
|
$679K
|
-$303K
|
-5,817
|
-30%
|
|
|
967
|
Biltmore Family Office
Charlotte,
North Carolina
|
$675K
|
+$55.4K
|
+1,063
|
+8%
|
|
|
968
|
Bulwark Capital
Fernandina Beach,
Florida
|
$675K
|
–
|
–
|
–
|
|
|
969
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$674K
|
+$52
|
+1
|
+0%
|
|
|
970
|
|
$673K
|
+$710K
|
+13,634
|
New
|
|
|
971
|
Nolet Wealth Management
Fort Worth,
Texas
|
$673K
|
–
|
–
|
–
|
|
|
972
|
Voya Financial Advisors
Windsor,
Connecticut
|
$671K
|
+$34.3K
|
+658
|
+5%
|
|
|
973
|
Essex Savings Bank
Essex,
Connecticut
|
$670K
|
–
|
–
|
–
|
|
|
974
|
Wood Tarver Financial Group
Boise,
Idaho
|
$670K
|
+$1.61K
|
+31
|
+0.2%
|
|
|
975
|
Sapient Capital
Indianapolis,
Indiana
|
$670K
|
-$218K
|
-4,180
|
-24%
|
|
