|
1401
|
Lake Street Private Wealth
Chicago,
Illinois
|
$358K
|
-$120K
|
-593
|
-25%
|
|
|
1402
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$358K
|
+$364K
|
+1,794
|
New
|
|
|
1403
|
PDS Planning
Dublin,
Ohio
|
$355K
|
-$26.6K
|
-131
|
-7%
|
|
|
1404
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$355K
|
-$2.64K
|
-13
|
-0.7%
|
|
|
1405
|
E Fund Management
Guangzhou,
China
|
$354K
|
+$360K
|
+1,773
|
New
|
|
|
1406
|
PGIM Custom Harvest
Newark,
New Jersey
|
$354K
|
+$360K
|
+1,775
|
New
|
|
|
1407
|
Childress Capital Advisors
Houston,
Texas
|
$353K
|
+$119K
|
+588
|
+50%
|
|
|
1408
|
Norway Savings Bank
Portland,
Maine
|
$351K
|
–
|
–
|
–
|
|
|
1409
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$350K
|
-$56.7K
|
-279
|
-14%
|
|
|
1410
|
Kendall Capital Management
Rockville,
Maryland
|
$350K
|
-$8.12K
|
-40
|
-2%
|
|
|
1411
|
CPWM LLC
Seattle,
Washington
|
$350K
|
+$17.5K
|
+86
|
+5%
|
|
|
1412
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$349K
|
+$4.06K
|
+20
|
+1%
|
|
|
1413
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$349K
|
+$13.4K
|
+66
|
+4%
|
|
|
1414
|
Weld Capital Management
New York
|
$349K
|
+$50K
|
+246
|
+16%
|
|
|
1415
|
Successful Portfolios
Clearwater,
Florida
|
$347K
|
+$6.91K
|
+34
|
+2%
|
|
|
1416
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$344K
|
–
|
–
|
–
|
|
|
1417
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$344K
|
–
|
–
|
–
|
|
|
1418
|
Zions Bancorporation
Salt Lake City,
Utah
|
$344K
|
+$136K
|
+672
|
+64%
|
|
|
1419
|
Veracity Capital
Atlanta,
Georgia
|
$342K
|
-$19.9K
|
-98
|
-5%
|
|
|
1420
|
Carret Asset Management
New York
|
$340K
|
–
|
–
|
–
|
|
|
1421
|
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
$340K
|
–
|
–
|
–
|
|
|
1422
|
BOK Financial Private Wealth
Denver,
Colorado
|
$340K
|
+$53.4K
|
+263
|
+18%
|
|
|
1423
|
Wedge Capital Management
Charlotte,
North Carolina
|
$339K
|
-$13K
|
-64
|
-4%
|
|
|
1424
|
Well Done LLC
Holland,
Michigan
|
$339K
|
+$29.4K
|
+145
|
+9%
|
|
|
1425
|
Monetary Management Group
St Louis,
Missouri
|
$338K
|
–
|
–
|
–
|
|
