|
851
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
852
|
EPIQ Partners
Minneapolis,
Minnesota
|
$221K
|
–
|
–
|
–
|
|
|
853
|
Retirement Group
San Diego,
California
|
$221K
|
+$2.26K
|
+19
|
+1%
|
|
|
854
|
Segment Wealth Management
Houston,
Texas
|
$219K
|
–
|
–
|
–
|
|
|
855
|
Capital Bank & Trust
Irvine,
California
|
$218K
|
+$222K
|
+1,868
|
New
|
|
|
856
|
Sage Rhino Capital
Menlo Park,
California
|
$216K
|
–
|
–
|
–
|
|
|
857
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$216K
|
–
|
–
|
–
|
|
|
858
|
Bremer Bank National Association
St Paul,
Minnesota
|
$214K
|
–
|
–
|
–
|
|
|
859
|
Wealthquest
Cincinnati,
Ohio
|
$212K
|
–
|
–
|
–
|
|
|
860
|
Farr Miller & Washington
Washington,
District of Columbia
|
$211K
|
–
|
–
|
–
|
|
|
861
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$210K
|
-$10.7K
|
-90
|
-5%
|
|
|
862
|
Charles Schwab Trust
Henderson,
Nevada
|
$210K
|
–
|
–
|
–
|
|
|
863
|
NBT Bank
Norwich,
New York
|
$210K
|
–
|
–
|
–
|
|
|
864
|
West Paces Advisors
Atlanta,
Georgia
|
$209K
|
-$178K
|
-1,500
|
-46%
|
|
|
865
|
Voya Financial Advisors
Windsor,
Connecticut
|
$209K
|
-$468K
|
-3,935
|
-69%
|
|
|
866
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$207K
|
-$288K
|
-2,425
|
-58%
|
|
|
867
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$207K
|
+$211K
|
+1,778
|
New
|
|
|
868
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$206K
|
-$31.4K
|
-264
|
-13%
|
|
|
869
|
United Asset Strategies
Garden City,
New York
|
$206K
|
-$2.38K
|
-20
|
-1%
|
|
|
870
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$206K
|
+$119
|
+1
|
+0.1%
|
|
|
871
|
Bank OZK
Little Rock,
Arkansas
|
$206K
|
+$210K
|
+1,769
|
New
|
|
|
872
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$206K
|
+$211K
|
+1,772
|
New
|
|
|
873
|
Port Capital
Chicago,
Illinois
|
$205K
|
-$602K
|
-5,060
|
-74%
|
|
|
874
|
Wealth Alliance
Mellville,
New York
|
$205K
|
+$210K
|
+1,762
|
New
|
|
|
875
|
American Financial Advisors
Marietta,
Georgia
|
$204K
|
-$50.9K
|
-428
|
-20%
|
|
