|
501
|
Private Trust Company
Cleveland,
Ohio
|
$358K
|
+$28.9K
|
+1,200
|
+9%
|
|
|
502
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$357K
|
+$353K
|
+14,678
|
New
|
|
|
503
|
Means Investment Company
Bangor,
Maine
|
$355K
|
-$40.3K
|
-1,672
|
-10%
|
|
|
504
|
Koshinski Asset Management
Decatur,
Illinois
|
$355K
|
+$75.9K
|
+3,152
|
+28%
|
|
|
505
|
Corient Capital Partners
Newport Beach,
California
|
$354K
|
+$91.7K
|
+3,809
|
+36%
|
|
|
506
|
Cresset Asset Management
Chicago,
Illinois
|
$352K
|
-$619K
|
-25,691
|
-64%
|
|
|
507
|
TruWealth Advisors
Metairie,
Louisiana
|
$352K
|
-$1.28K
|
-53
|
-0.4%
|
|
|
508
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$351K
|
–
|
–
|
–
|
|
|
509
|
Investors Research Corp
Atlanta,
Georgia
|
$351K
|
+$22.9K
|
+950
|
+7%
|
|
|
510
|
Kanawha Capital Management
Richmond,
Virginia
|
$351K
|
+$32.1K
|
+1,332
|
+10%
|
|
|
511
|
First Horizon Advisors
Memphis,
Tennessee
|
$348K
|
+$263K
|
+10,924
|
+316%
|
|
|
512
|
Cornerstone Investment Partners
Atlanta,
Georgia
|
$347K
|
+$68.5K
|
+2,845
|
+25%
|
|
|
513
|
Arden Trust
Wilmington,
Delaware
|
$346K
|
+$36K
|
+1,495
|
+12%
|
|
|
514
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$345K
|
+$18.3K
|
+760
|
+6%
|
|
|
515
|
Evergreen Capital Management
Bellevue,
Washington
|
$342K
|
+$70.5K
|
+2,927
|
+26%
|
|
|
516
|
Henshaw Capital
Woburn,
Massachusetts
|
$341K
|
+$338K
|
+14,019
|
New
|
|
|
517
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$341K
|
-$72.2K
|
-3,000
|
-18%
|
|
|
518
|
Telemetry Investments
New York
|
$341K
|
–
|
–
|
–
|
|
|
519
|
IFG Advisory
Atlanta,
Georgia
|
$335K
|
+$867
|
+36
|
+0.3%
|
|
|
520
|
Enterprise Trust & Investment
Los Gatos,
California
|
$334K
|
-$20.4K
|
-846
|
-6%
|
|
|
521
|
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
$334K
|
–
|
–
|
–
|
|
|
522
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$329K
|
-$963
|
-40
|
-0.3%
|
|
|
523
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$328K
|
+$2.26K
|
+94
|
+0.7%
|
|
|
524
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$328K
|
+$19.3K
|
+800
|
+6%
|
|
|
525
|
Alterity Financial Group
Bangor,
Maine
|
$323K
|
+$265K
|
+11,000
|
New
|
|
