|
676
|
Oppenheimer Asset Management
New York
|
$221K
|
-$145K
|
-3,899
|
-40%
|
|
|
677
|
Sabal Trust
St. Petersburg,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
678
|
Darwin Wealth Management
Tampa,
Florida
|
$221K
|
+$219K
|
+5,869
|
New
|
|
|
679
|
Leavell Investment Management
Mobile,
Alabama
|
$220K
|
-$20.1K
|
-540
|
-8%
|
|
|
680
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$220K
|
+$215K
|
+5,751
|
New
|
|
|
681
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$219K
|
-$2.83K
|
-76
|
-1%
|
|
|
682
|
Monterey Private Wealth
Monterey,
California
|
$219K
|
+$218K
|
+5,832
|
New
|
|
|
683
|
Arden Trust
Wilmington,
Delaware
|
$218K
|
–
|
–
|
–
|
|
|
684
|
HoyleCohen
San Diego,
California
|
$218K
|
+$5.6K
|
+150
|
+3%
|
|
|
685
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$217K
|
–
|
–
|
–
|
|
|
686
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$215K
|
-$507K
|
-13,588
|
-70%
|
|
|
687
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$215K
|
–
|
–
|
–
|
|
|
688
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$215K
|
+$89.2K
|
+2,390
|
+72%
|
|
|
689
|
9258 Wealth Management
Blue Ash,
Ohio
|
$214K
|
+$212K
|
+5,691
|
New
|
|
|
690
|
Stableford Capital II
Scottsdale,
Arizona
|
$213K
|
-$63.4K
|
-1,700
|
-23%
|
|
|
691
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$212K
|
–
|
–
|
–
|
|
|
692
|
Cascadia Advisory Services
Portland,
Oregon
|
$211K
|
+$210K
|
+5,622
|
New
|
|
|
693
|
Liberty Wealth Management
Oakland,
California
|
$210K
|
+$1.01K
|
+27
|
+0.5%
|
|
|
694
|
LifePlan Financial Group
Dayton,
Ohio
|
$207K
|
-$3.81K
|
-102
|
-2%
|
|
|
695
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$207K
|
–
|
–
|
–
|
|
|
696
|
Formidable Asset Management
Cincinnati,
Ohio
|
$207K
|
+$4.03K
|
+108
|
+2%
|
|
|
697
|
|
$207K
|
+$205K
|
+5,508
|
New
|
|
|
698
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$207K
|
+$206K
|
+5,510
|
New
|
|
|
699
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$206K
|
+$205K
|
+5,500
|
New
|
|
|
700
|
Westwood Holdings Group
Dallas,
Texas
|
$205K
|
-$452K
|
-12,125
|
-69%
|
|
