|
1851
|
First National Corp
Rockland,
Massachusetts
|
$311K
|
–
|
–
|
–
|
|
|
1852
|
Lewis Capital Management
Beverly Hills,
California
|
$311K
|
–
|
–
|
–
|
|
|
1853
|
Iowa State Bank
Urbandale,
Iowa
|
$310K
|
-$133K
|
-717
|
-30%
|
|
|
1854
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$310K
|
-$1.85K
|
-10
|
-0.6%
|
|
|
1855
|
Capital One Financial
Mclean,
Virginia
|
$309K
|
-$167K
|
-905
|
-35%
|
|
|
1856
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$309K
|
–
|
–
|
–
|
|
|
1857
|
WestEnd Advisors
Charlotte,
North Carolina
|
$309K
|
-$38M
|
-205,299
|
Closed
|
|
|
1858
|
Regatta Capital Group
El Segundo,
California
|
$308K
|
–
|
–
|
–
|
|
|
1859
|
Bank of Stockton
Stockton,
California
|
$307K
|
-$92.3K
|
-499
|
-23%
|
|
|
1860
|
Manhattan West Asset Management
Los Angeles,
California
|
$307K
|
-$22.9K
|
-124
|
-7%
|
|
|
1861
|
Wayfinding Financial
Lynnwood,
Washington
|
$307K
|
+$23.7K
|
+128
|
+8%
|
|
|
1862
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$305K
|
–
|
–
|
–
|
|
|
1863
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$304K
|
-$29.4K
|
-159
|
-9%
|
|
|
1864
|
Summit Wealth Partners
Orlando,
Florida
|
$304K
|
–
|
–
|
–
|
|
|
1865
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$303K
|
+$16.7K
|
+90
|
+6%
|
|
|
1866
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$302K
|
-$10.4K
|
-56
|
-3%
|
|
|
1867
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$302K
|
-$3.33K
|
-18
|
-1%
|
|
|
1868
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$302K
|
+$57.2K
|
+309
|
+23%
|
|
|
1869
|
KWMG LLC
Overland Park,
Kansas
|
$301K
|
-$1.85K
|
-10
|
-0.6%
|
|
|
1870
|
Addison Capital
Conshohocken,
Pennsylvania
|
$301K
|
–
|
–
|
–
|
|
|
1871
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$301K
|
+$740
|
+4
|
+0.2%
|
|
|
1872
|
Samalin Investment Counsel
Chappaqua,
New York
|
$301K
|
+$48.5K
|
+262
|
+19%
|
|
|
1873
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$301K
|
+$55.7K
|
+301
|
+22%
|
|
|
1874
|
First Pacific Advisors
El Segundo,
California
|
$300K
|
–
|
–
|
–
|
|
|
1875
|
Kaizen Financial Strategies
Campbell,
California
|
$299K
|
-$12.6K
|
-68
|
-4%
|
|
