|
626
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$264K
|
+$281K
|
+10,100
|
New
|
|
|
627
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$263K
|
-$836K
|
-30,000
|
-75%
|
|
|
628
|
Peninsula Wealth
San Francisco,
California
|
$263K
|
-$69.7K
|
-2,500
|
-20%
|
|
|
629
|
Transform Wealth
Greenwood Village,
Colorado
|
$263K
|
-$68.3K
|
-2,450
|
-20%
|
|
|
630
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$263K
|
–
|
–
|
–
|
|
|
631
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$263K
|
+$280K
|
+10,050
|
New
|
|
|
632
|
SP Asset Management
Cupertino,
California
|
$261K
|
-$69.7K
|
-2,500
|
-20%
|
|
|
633
|
Founders Financial Securities
Towson,
Maryland
|
$261K
|
–
|
–
|
–
|
|
|
634
|
Longitude (Cayman)
Grand Cayman,
Cayman Islands
|
$261K
|
+$279K
|
+10,000
|
New
|
|
|
635
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$261K
|
+$279K
|
+10,000
|
New
|
|
|
636
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$259K
|
-$30.6K
|
-1,100
|
-10%
|
|
|
637
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$259K
|
+$6.96K
|
+250
|
+3%
|
|
|
638
|
Greytown Advisors
Miami,
Florida
|
$258K
|
+$1.39K
|
+50
|
+0.5%
|
|
|
639
|
Caprock Group
Boise,
Idaho
|
$256K
|
+$19.5K
|
+700
|
+8%
|
|
|
640
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$254K
|
–
|
–
|
–
|
|
|
641
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$252K
|
-$25.1K
|
-900
|
-9%
|
|
|
642
|
Perigon Wealth Management
San Francisco,
California
|
$250K
|
+$27.9K
|
+1,000
|
+12%
|
|
|
643
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$248K
|
+$104K
|
+3,750
|
+65%
|
|
|
644
|
NBT Bank
Norwich,
New York
|
$246K
|
+$262K
|
+9,400
|
New
|
|
|
645
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$244K
|
+$2.79K
|
+100
|
+1%
|
|
|
646
|
J.W. Cole Advisors
Tampa,
Florida
|
$244K
|
+$64.1K
|
+2,300
|
+33%
|
|
|
647
|
Institute for Wealth Management
Denver,
Colorado
|
$242K
|
–
|
–
|
–
|
|
|
648
|
Morling Financial Advisors
Fremont,
California
|
$242K
|
–
|
–
|
–
|
|
|
649
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$238K
|
+$2.79K
|
+100
|
+1%
|
|
|
650
|
Inverness Counsel
New York
|
$237K
|
-$13.9K
|
-500
|
-5%
|
|
