|
901
|
Somerset Trust
Somerset,
Pennsylvania
|
$405K
|
+$126K
|
+237
|
+45%
|
|
|
902
|
J.W. Cole Advisors
Tampa,
Florida
|
$402K
|
+$34.7K
|
+65
|
+9%
|
|
|
903
|
Harbour Investment Management
Edmonds,
Washington
|
$400K
|
+$81.1K
|
+152
|
+25%
|
|
|
904
|
OneAscent Financial Services
Birmingham,
Alabama
|
$400K
|
+$168K
|
+314
|
+72%
|
|
|
905
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$399K
|
–
|
–
|
–
|
|
|
906
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$399K
|
+$400K
|
+749
|
New
|
|
|
907
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$398K
|
+$403K
|
+756
|
New
|
|
|
908
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$398K
|
-$5.34K
|
-10
|
-1%
|
|
|
909
|
Essex Financial Services
Essex,
Connecticut
|
$398K
|
+$16.5K
|
+31
|
+4%
|
|
|
910
|
Spire Wealth Management
Mclean,
Virginia
|
$397K
|
+$4.27K
|
+8
|
+1%
|
|
|
911
|
Optimize Financial
Laguna Hills,
California
|
$395K
|
+$396K
|
+742
|
New
|
|
|
912
|
|
$395K
|
+$4.27K
|
+8
|
+1%
|
|
|
913
|
SG Americas Securities
New York
|
$394K
|
-$29.4M
|
-55,049
|
-99%
|
|
|
914
|
MONECO Advisors
Fairfield,
Connecticut
|
$393K
|
+$66.2K
|
+124
|
+20%
|
|
|
915
|
Oak Ridge Investments
Chicago,
Illinois
|
$393K
|
+$394K
|
+738
|
New
|
|
|
916
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$386K
|
-$813K
|
-1,524
|
-68%
|
|
|
917
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$385K
|
-$60.3K
|
-113
|
-14%
|
|
|
918
|
Narus Financial Partners
Salt Lake City,
Utah
|
$385K
|
+$69.4K
|
+130
|
+22%
|
|
|
919
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$383K
|
–
|
–
|
–
|
|
|
920
|
First National Trust
Hermitage,
Pennsylvania
|
$382K
|
–
|
–
|
–
|
|
|
921
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$382K
|
+$2.67K
|
+5
|
+0.7%
|
|
|
922
|
LRI Investments
Palm Beach Gardens,
Florida
|
$380K
|
–
|
–
|
–
|
|
|
923
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$377K
|
–
|
–
|
–
|
|
|
924
|
M.E. Allison & Co
San Antonio,
Texas
|
$375K
|
+$376K
|
+705
|
New
|
|
|
925
|
GeoWealth Management
Chicago,
Illinois
|
$375K
|
-$40.6K
|
-76
|
-10%
|
|
