|
801
|
Montecito Bank & Trust
Santa Barbara,
California
|
$247K
|
–
|
–
|
–
|
|
|
802
|
Plimoth Trust
Plymouth,
Massachusetts
|
$246K
|
-$85.6K
|
-332
|
-25%
|
|
|
803
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$246K
|
-$6.45K
|
-25
|
-2%
|
|
|
804
|
Alethea Capital Management
Mercer Island,
Washington
|
$245K
|
–
|
–
|
–
|
|
|
805
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$245K
|
–
|
–
|
–
|
|
|
806
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$244K
|
+$6.45K
|
+25
|
+3%
|
|
|
807
|
WFA of San Diego
San Diego,
California
|
$244K
|
+$146K
|
+567
|
New
|
|
|
808
|
Freestone Capital Holdings
Seattle,
Washington
|
$243K
|
-$47.7K
|
-185
|
-16%
|
|
|
809
|
Grandfield & Dodd
New York
|
$240K
|
–
|
–
|
–
|
|
|
810
|
Cetera Advisors
Denver,
Colorado
|
$239K
|
+$32.5K
|
+126
|
+15%
|
|
|
811
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$234K
|
-$120K
|
-464
|
-33%
|
|
|
812
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$233K
|
-$84.6K
|
-328
|
-26%
|
|
|
813
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$233K
|
–
|
–
|
–
|
|
|
814
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$232K
|
+$244K
|
+947
|
New
|
|
|
815
|
First Bank & Trust
Brookings,
South Dakota
|
$231K
|
-$33K
|
-128
|
-12%
|
|
|
816
|
Frontier Wealth Management
Kansas City,
Missouri
|
$229K
|
-$18.8K
|
-73
|
-7%
|
|
|
817
|
Koshinski Asset Management
Decatur,
Illinois
|
$228K
|
-$49K
|
-190
|
-17%
|
|
|
818
|
IHT Wealth Management
Chicago,
Illinois
|
$228K
|
+$32K
|
+124
|
+15%
|
|
|
819
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$227K
|
+$240K
|
+929
|
New
|
|
|
820
|
Meeder Asset Management
Dublin,
Ohio
|
$226K
|
-$4.78M
|
-18,520
|
-95%
|
|
|
821
|
Tiemann Investment Advisors
Menlo Park,
California
|
$226K
|
+$23.2K
|
+90
|
+11%
|
|
|
822
|
Golden State Wealth Management
Santa Ana,
California
|
$226K
|
+$238K
|
+924
|
New
|
|
|
823
|
Acima Private Wealth
Richmond,
Virginia
|
$224K
|
–
|
–
|
–
|
|
|
824
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$224K
|
–
|
–
|
–
|
|
|
825
|
Strategic Global Advisors
Newport Beach,
California
|
$224K
|
–
|
–
|
–
|
|
