|
401
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$250K
|
–
|
–
|
–
|
|
|
402
|
PRW Wealth Management
Quincy,
Massachusetts
|
$248K
|
–
|
–
|
–
|
|
|
403
|
Valicenti Advisory Services
Elmira,
New York
|
$248K
|
–
|
–
|
–
|
|
|
404
|
LGL Partners
Philadelphia,
Pennsylvania
|
$248K
|
+$250K
|
+10,000
|
New
|
|
|
405
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$245K
|
+$2.5K
|
+100
|
+1%
|
|
|
406
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$243K
|
-$412K
|
-16,500
|
-63%
|
|
|
407
|
AssetMark Inc
Concord,
California
|
$237K
|
-$51M
|
-2,040,991
|
-100%
|
|
|
408
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$236K
|
-$139K
|
-5,575
|
-37%
|
|
|
409
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$233K
|
–
|
–
|
–
|
|
|
410
|
Colony Group
Boston,
Massachusetts
|
$233K
|
–
|
–
|
–
|
|
|
411
|
Neville Rodie & Shaw
New York
|
$233K
|
+$235K
|
+9,400
|
New
|
|
|
412
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$232K
|
–
|
–
|
–
|
|
|
413
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$231K
|
–
|
–
|
–
|
|
|
414
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$230K
|
-$364K
|
-14,588
|
-61%
|
|
|
415
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$229K
|
-$399K
|
-15,975
|
-63%
|
|
|
416
|
Vicus Capital
State College,
Pennsylvania
|
$228K
|
-$4M
|
-159,964
|
-95%
|
|
|
417
|
Legacy Private Trust
Neenah,
Wisconsin
|
$226K
|
–
|
–
|
–
|
|
|
418
|
Washington Trust
Westerly,
Rhode Island
|
$223K
|
–
|
–
|
–
|
|
|
419
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$221K
|
–
|
–
|
–
|
|
|
420
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$221K
|
+$2.12K
|
+85
|
+1%
|
|
|
421
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$219K
|
-$207K
|
-8,299
|
-46%
|
|
|
422
|
Farmers Trust Company
Youngstown,
Ohio
|
$218K
|
–
|
–
|
–
|
|
|
423
|
Hollencrest Capital Management
Newport Beach,
California
|
$217K
|
+$824
|
+33
|
+0.4%
|
|
|
424
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$211K
|
+$213K
|
+8,525
|
New
|
|
|
425
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$211K
|
+$213K
|
+8,537
|
New
|
|
