|
201
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$342K
|
–
|
–
|
–
|
|
|
202
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$340K
|
+$828
|
+19
|
+0.2%
|
|
|
203
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$338K
|
+$87.7K
|
+2,012
|
+34%
|
|
|
204
|
Washington Trust
Westerly,
Rhode Island
|
$333K
|
–
|
–
|
–
|
|
|
205
|
Ausdal Financial Partners
Davenport,
Iowa
|
$326K
|
+$335K
|
+7,697
|
New
|
|
|
206
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$314K
|
-$43.2K
|
-992
|
-12%
|
|
|
207
|
Huntington National Bank
Columbus,
Ohio
|
$311K
|
–
|
–
|
–
|
|
|
208
|
Total Wealth Planning
Cincinnati,
Ohio
|
$307K
|
-$56.1K
|
-1,287
|
-15%
|
|
|
209
|
Checchi Capital Advisers
Beverly Hills,
California
|
$297K
|
+$306K
|
+7,012
|
New
|
|
|
210
|
Calton & Associates
Tampa,
Florida
|
$295K
|
+$1.44K
|
+33
|
+0.5%
|
|
|
211
|
KCM Investment Advisors
Greenbrae,
California
|
$293K
|
–
|
–
|
–
|
|
|
212
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$293K
|
+$20.1K
|
+460
|
+7%
|
|
|
213
|
Prelude Capital Management
New York
|
$292K
|
+$301K
|
+6,910
|
New
|
|
|
214
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$292K
|
–
|
–
|
–
|
|
|
215
|
M Holdings Securities
Portland,
Oregon
|
$290K
|
+$1.74K
|
+40
|
+0.6%
|
|
|
216
|
Moors & Cabot
Boston,
Massachusetts
|
$289K
|
–
|
–
|
–
|
|
|
217
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$289K
|
-$4.14K
|
-95
|
-1%
|
|
|
218
|
EP Wealth Advisors
Torrance,
California
|
$282K
|
-$480K
|
-11,019
|
-58%
|
|
|
219
|
Hollencrest Capital Management
Newport Beach,
California
|
$269K
|
+$277K
|
+6,357
|
New
|
|
|
220
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$266K
|
-$6.5K
|
-149
|
-2%
|
|
|
221
|
Hudson Value Partners
Palm Beach,
Florida
|
$266K
|
+$2.4K
|
+55
|
+0.9%
|
|
|
222
|
3D/L Capital Management
Hartford,
Connecticut
|
$254K
|
+$24.8K
|
+570
|
+11%
|
|
|
223
|
Prospera Financial Services
Dallas,
Texas
|
$251K
|
+$14.4K
|
+331
|
+6%
|
|
|
224
|
Zacks Investment Management
Chicago,
Illinois
|
$248K
|
+$255K
|
+5,856
|
New
|
|
|
225
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$236K
|
+$244K
|
+5,588
|
New
|
|
