|
301
|
Eastern Bank
Boston,
Massachusetts
|
$258K
|
–
|
–
|
–
|
|
|
302
|
Private Ocean
San Rafael,
California
|
$258K
|
–
|
–
|
–
|
|
|
303
|
Columbia Pacific Advisors
Seattle,
Washington
|
$250K
|
+$291K
|
+4,000
|
New
|
|
|
304
|
Fiduciary Group
Savannah,
Georgia
|
$250K
|
+$291K
|
+4,000
|
New
|
|
|
305
|
Bank of the West
Monterey Park,
California
|
$247K
|
–
|
–
|
–
|
|
|
306
|
Addison Capital
Conshohocken,
Pennsylvania
|
$241K
|
-$20.2K
|
-278
|
-7%
|
|
|
307
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$235K
|
+$28.7K
|
+395
|
+12%
|
|
|
308
|
Banced Corp
Edwardsville,
Illinois
|
$233K
|
+$14.1K
|
+194
|
+5%
|
|
|
309
|
Bison Wealth
Atlanta,
Georgia
|
$232K
|
-$16.1K
|
-221
|
-6%
|
|
|
310
|
Sprott Inc
Toronto,
Ontario, Canada
|
$231K
|
-$11.1K
|
-152
|
-4%
|
|
|
311
|
Argentus Capital Management
Dallas,
Texas
|
$226K
|
-$86.4K
|
-1,188
|
-25%
|
|
|
312
|
|
$225K
|
+$262K
|
+3,600
|
New
|
|
|
313
|
Veritable
Wilmington,
Delaware
|
$217K
|
+$5.16K
|
+71
|
+2%
|
|
|
314
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$210K
|
–
|
–
|
–
|
|
|
315
|
Moors & Cabot
Boston,
Massachusetts
|
$208K
|
+$246K
|
+3,388
|
New
|
|
|
316
|
|
$205K
|
-$11.9M
|
-162,992
|
-98%
|
|
|
317
|
KCM Investment Advisors
Greenbrae,
California
|
$202K
|
-$76.2K
|
-1,048
|
-24%
|
|
|
318
|
King Wealth Management Group
Naples,
Florida
|
$198K
|
+$46.5K
|
+640
|
+25%
|
|
|
319
|
Pegasus Partners
Mequon,
Wisconsin
|
$197K
|
+$229K
|
+3,150
|
New
|
|
|
320
|
Homrich & Berg
Atlanta,
Georgia
|
$193K
|
+$10.3K
|
+142
|
+5%
|
|
|
321
|
Sterneck Capital Management
Kansas City,
Missouri
|
$187K
|
–
|
–
|
–
|
|
|
322
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$183K
|
–
|
–
|
–
|
|
|
323
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$182K
|
-$21.1K
|
-290
|
-9%
|
|
|
324
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$181K
|
+$9.46K
|
+130
|
+5%
|
|
|
325
|
D.J. St. Germain
Springfield,
Massachusetts
|
$181K
|
+$210K
|
+2,894
|
New
|
|
