|
701
|
Country Club Trust
Kansas City,
Missouri
|
$678K
|
–
|
–
|
–
|
|
|
702
|
Family Legacy Inc
Greenville,
South Carolina
|
$678K
|
–
|
–
|
–
|
|
|
703
|
SimplyRich
Carlsbad,
California
|
$678K
|
–
|
–
|
–
|
|
|
704
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$672K
|
–
|
–
|
–
|
|
|
705
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$647K
|
+$651K
|
+2
|
New
|
|
|
706
|
V Wealth Advisors
Overland Park,
Kansas
|
$624K
|
–
|
–
|
–
|
|
|
707
|
20/20 Capital Management
Costa Mesa,
California
|
$344K
|
+$326K
|
+1
|
New
|
|
|
708
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$343K
|
–
|
–
|
–
|
|
|
709
|
Courier Capital
Buffalo,
New York
|
$343K
|
–
|
–
|
–
|
|
|
710
|
Physician Wealth Advisors
Midvale,
Utah
|
$343K
|
–
|
–
|
–
|
|
|
711
|
Donaldson Capital Management
Evansville,
Indiana
|
$340K
|
-$1.97B
|
-6,061
|
-100%
|
|
|
712
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$340K
|
-$32.2M
|
-99
|
-99%
|
|
|
713
|
|
$340K
|
-$1.63M
|
-5
|
-83%
|
|
|
714
|
Alesco Advisors
Pittsford,
New York
|
$340K
|
-$651K
|
-2
|
-67%
|
|
|
715
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$340K
|
-$651K
|
-2
|
-67%
|
|
|
716
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$340K
|
-$651K
|
-2
|
-67%
|
|
|
717
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$340K
|
-$651K
|
-2
|
-67%
|
|
|
718
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$340K
|
-$326K
|
-1
|
-50%
|
|
|
719
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$340K
|
-$326K
|
-1
|
-50%
|
|
|
720
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$340K
|
-$326K
|
-1
|
-50%
|
|
|
721
|
Somerset Trust
Somerset,
Pennsylvania
|
$340K
|
-$326K
|
-1
|
-50%
|
|
|
722
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$340K
|
–
|
–
|
–
|
|
|
723
|
1ST Source Bank
South Bend,
Indiana
|
$340K
|
–
|
–
|
–
|
|
|
724
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$340K
|
–
|
–
|
–
|
|
|
725
|
Alerus Financial
Grand Forks,
North Dakota
|
$340K
|
–
|
–
|
–
|
|
