|
801
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$318K
|
+$320K
|
+1,956
|
New
|
|
|
802
|
Koshinski Asset Management
Decatur,
Illinois
|
$317K
|
-$401K
|
-2,450
|
-56%
|
|
|
803
|
Pavion Blue Capital
Newport Beach,
California
|
$317K
|
–
|
–
|
–
|
|
|
804
|
Greatmark Investment Partners
Columbus,
Georgia
|
$316K
|
+$318K
|
+1,945
|
New
|
|
|
805
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$312K
|
+$19.3K
|
+118
|
+7%
|
|
|
806
|
Hollow Brook Wealth Management
Katonah,
New York
|
$311K
|
–
|
–
|
–
|
|
|
807
|
First Merchants Corp
Muncie,
Indiana
|
$310K
|
–
|
–
|
–
|
|
|
808
|
Perigon Wealth Management
San Francisco,
California
|
$309K
|
+$9.32K
|
+57
|
+3%
|
|
|
809
|
|
$309K
|
–
|
–
|
–
|
|
|
810
|
HM Payson & Co
Portland,
Maine
|
$308K
|
-$18K
|
-110
|
-5%
|
|
|
811
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$305K
|
-$16.4K
|
-100
|
-5%
|
|
|
812
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$304K
|
–
|
–
|
–
|
|
|
813
|
Private Portfolio Partners
Paramus,
New Jersey
|
$303K
|
+$654
|
+4
|
+0.2%
|
|
|
814
|
Cambridge Advisors
Omaha,
Nebraska
|
$302K
|
–
|
–
|
–
|
|
|
815
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$301K
|
+$1.15K
|
+7
|
+0.4%
|
|
|
816
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$300K
|
–
|
–
|
–
|
|
|
817
|
MONECO Advisors
Fairfield,
Connecticut
|
$300K
|
+$41.1K
|
+251
|
+16%
|
|
|
818
|
Sapient Capital
Indianapolis,
Indiana
|
$300K
|
+$3.27K
|
+20
|
+1%
|
|
|
819
|
SVB Wealth
Boston,
Massachusetts
|
$299K
|
+$301K
|
+1,840
|
New
|
|
|
820
|
Coastline Trust
Providence,
Rhode Island
|
$298K
|
–
|
–
|
–
|
|
|
821
|
MUFG Securities Americas
New York
|
$297K
|
+$299K
|
+1,828
|
New
|
|
|
822
|
Choate Investment Advisors
Boston,
Massachusetts
|
$296K
|
+$9.16K
|
+56
|
+3%
|
|
|
823
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$296K
|
+$9K
|
+55
|
+3%
|
|
|
824
|
Bigelow Investment Advisors
Portland,
Maine
|
$295K
|
–
|
–
|
–
|
|
|
825
|
Whalerock Point Partners
Providence,
Rhode Island
|
$294K
|
–
|
–
|
–
|
|
