|
901
|
Venture Visionary Partners
Sylvania,
Ohio
|
$339K
|
–
|
–
|
–
|
|
|
902
|
Focused Wealth Management
Newburgh,
New York
|
$338K
|
+$128K
|
+501
|
+57%
|
|
|
903
|
Ballentine Partners
Waltham,
Massachusetts
|
$336K
|
+$1.79K
|
+7
|
+0.5%
|
|
|
904
|
Whalerock Point Partners
Providence,
Rhode Island
|
$335K
|
–
|
–
|
–
|
|
|
905
|
|
$333K
|
-$300K
|
-1,175
|
-46%
|
|
|
906
|
Advisor OS
Chicago,
Illinois
|
$333K
|
+$350K
|
+1,367
|
New
|
|
|
907
|
CreativeOne Wealth
Overland Park,
Kansas
|
$332K
|
+$108K
|
+421
|
+45%
|
|
|
908
|
Independent Financial Group
San Diego,
California
|
$331K
|
-$12K
|
-47
|
-3%
|
|
|
909
|
J.W. Cole Advisors
Tampa,
Florida
|
$331K
|
+$25.1K
|
+98
|
+8%
|
|
|
910
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$331K
|
+$85.9K
|
+336
|
+33%
|
|
|
911
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$331K
|
+$354K
|
+1,386
|
+4,331%
|
|
|
912
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$330K
|
-$241K
|
-941
|
-41%
|
|
|
913
|
Maven Securities
St Helier,
Jersey
|
$330K
|
+$346K
|
+1,354
|
New
|
|
|
914
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$328K
|
+$29.2K
|
+114
|
+9%
|
|
|
915
|
Corbett Road Capital Management
Mclean,
Virginia
|
$327K
|
-$46.3K
|
-181
|
-12%
|
|
|
916
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$326K
|
+$7.67K
|
+30
|
+2%
|
|
|
917
|
Jones Financial Companies
Des Peres,
Missouri
|
$325K
|
+$5.88K
|
+23
|
+2%
|
|
|
918
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$324K
|
+$5.63K
|
+22
|
+2%
|
|
|
919
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$320K
|
+$130K
|
+507
|
+63%
|
|
|
920
|
Argent Trust Co
Nashville,
Tennessee
|
$319K
|
-$73.1K
|
-286
|
-18%
|
|
|
921
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$318K
|
+$12.8K
|
+50
|
+4%
|
|
|
922
|
E&G Advisors
Houston,
Texas
|
$317K
|
-$332K
|
-1,300
|
Closed
|
|
|
923
|
Evergreen Capital Management
Bellevue,
Washington
|
$316K
|
+$32K
|
+125
|
+11%
|
|
|
924
|
First Nebraska Trust
Lincoln,
Nebraska
|
$316K
|
–
|
–
|
–
|
|
|
925
|
Chesley Taft & Associates
Chicago,
Illinois
|
$315K
|
–
|
–
|
–
|
|
