|
701
|
Hollencrest Capital Management
Newport Beach,
California
|
$325K
|
–
|
–
|
–
|
|
|
702
|
Private Trust Company
Cleveland,
Ohio
|
$324K
|
-$45.4K
|
-1,212
|
-12%
|
|
|
703
|
ProVise Management Group
Clearwater,
Florida
|
$323K
|
-$34.6K
|
-923
|
-9%
|
|
|
704
|
Golden State Equity Partners
South Coast Metro,
California
|
$322K
|
+$335K
|
+8,931
|
New
|
|
|
705
|
Goelzer Investment Management
Carmel,
Indiana
|
$322K
|
–
|
–
|
–
|
|
|
706
|
Midland Wealth Advisors
Effingham,
Illinois
|
$321K
|
+$334K
|
+8,903
|
New
|
|
|
707
|
Clarus Group
Houston,
Texas
|
$320K
|
-$6.45K
|
-172
|
-2%
|
|
|
708
|
Lido Advisors
Los Angeles,
California
|
$318K
|
+$330K
|
+8,812
|
New
|
|
|
709
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$318K
|
-$7.49K
|
-200
|
-2%
|
|
|
710
|
Essex Savings Bank
Essex,
Connecticut
|
$315K
|
-$30.2K
|
-805
|
-8%
|
|
|
711
|
Financial Strategies Group
Okemos,
Michigan
|
$313K
|
–
|
–
|
–
|
|
|
712
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$313K
|
+$1.35K
|
+36
|
+0.4%
|
|
|
713
|
DF Dent & Co
Baltimore,
Maryland
|
$312K
|
+$9.82K
|
+262
|
+3%
|
|
|
714
|
Perigon Wealth Management
San Francisco,
California
|
$312K
|
-$4.87K
|
-130
|
-1%
|
|
|
715
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$312K
|
+$17.9K
|
+477
|
+6%
|
|
|
716
|
Bridges Investment Management
Omaha,
Nebraska
|
$312K
|
+$54.3K
|
+1,450
|
+20%
|
|
|
717
|
Rathbones Group
Liverpool,
United Kingdom
|
$311K
|
+$11.2K
|
+300
|
+4%
|
|
|
718
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$311K
|
–
|
–
|
–
|
|
|
719
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$311K
|
+$323K
|
+8,611
|
New
|
|
|
720
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$309K
|
-$4.16K
|
-111
|
-1%
|
|
|
721
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$308K
|
+$300
|
+8
|
+0.1%
|
|
|
722
|
Successful Portfolios
Clearwater,
Florida
|
$306K
|
+$824
|
+22
|
+0.3%
|
|
|
723
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$305K
|
–
|
–
|
–
|
|
|
724
|
Spire Wealth Management
Mclean,
Virginia
|
$304K
|
-$104K
|
-2,786
|
-25%
|
|
|
725
|
|
$304K
|
+$1.91K
|
+51
|
+0.6%
|
|
