|
1051
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$250K
|
–
|
–
|
–
|
|
|
1052
|
Polymer Capital Management
New York
|
$249K
|
+$255K
|
+4,073
|
New
|
|
|
1053
|
SFMG Wealth Advisors
Plano,
Texas
|
$249K
|
+$4.88K
|
+78
|
+2%
|
|
|
1054
|
IEQ Capital
Foster City,
California
|
$248K
|
+$254K
|
+4,058
|
New
|
|
|
1055
|
Somerset Trust
Somerset,
Pennsylvania
|
$248K
|
+$63
|
+1
|
+0%
|
|
|
1056
|
BOK Financial
Tulsa,
Oklahoma
|
$248K
|
+$32K
|
+512
|
+14%
|
|
|
1057
|
Evergreen Wealth Partners
Kalispell,
Montana
|
$247K
|
-$5.57K
|
-89
|
-2%
|
|
|
1058
|
CPWA LLC
Hood River,
Oregon
|
$247K
|
+$248K
|
+3,962
|
New
|
|
|
1059
|
Cetera Trust Company
St. Paul,
Minnesota
|
$247K
|
-$11K
|
-175
|
-4%
|
|
|
1060
|
Park Place Capital
Homewood,
Alabama
|
$246K
|
-$135K
|
-2,161
|
-35%
|
|
|
1061
|
Nilsine Partners
Greenwood Village,
Colorado
|
$244K
|
+$19.2K
|
+306
|
+9%
|
|
|
1062
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$243K
|
+$249K
|
+3,974
|
New
|
|
|
1063
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$243K
|
+$16K
|
+255
|
+7%
|
|
|
1064
|
Grimes & Company
Westborough,
Massachusetts
|
$243K
|
+$8.07K
|
+129
|
+3%
|
|
|
1065
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$243K
|
-$95.5K
|
-1,525
|
-28%
|
|
|
1066
|
Northstar Advisory Group
Northfield,
New Jersey
|
$242K
|
–
|
–
|
–
|
|
|
1067
|
Alpha Family Trust
Los Angeles,
California
|
$240K
|
–
|
–
|
–
|
|
|
1068
|
Creative Financial Designs
Kokomo,
Indiana
|
$240K
|
-$695K
|
-11,101
|
-74%
|
|
|
1069
|
Campion Asset Management
Falls Church,
Virginia
|
$240K
|
+$3.25K
|
+52
|
+1%
|
|
|
1070
|
Integrity Advisory Solutions
Dallas,
Texas
|
$239K
|
+$245K
|
+3,912
|
New
|
|
|
1071
|
Patton Fund Management
Dallas,
Texas
|
$237K
|
–
|
–
|
–
|
|
|
1072
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$235K
|
–
|
–
|
–
|
|
|
1073
|
Capstone Investment Advisors
New York
|
$235K
|
+$241K
|
+3,842
|
New
|
|
|
1074
|
Trust Point Inc
La Crosse,
Wisconsin
|
$235K
|
-$7.26K
|
-116
|
-3%
|
|
|
1075
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$233K
|
+$188
|
+3
|
+0.1%
|
|
