|
1401
|
Exchange Bank
Santa Rosa,
California
|
$237K
|
–
|
–
|
–
|
|
|
1402
|
|
$237K
|
+$241K
|
+1,227
|
New
|
|
|
1403
|
Promethium Advisors
Bethesda,
Maryland
|
$236K
|
–
|
–
|
–
|
|
|
1404
|
Cromwell Holdings
Jackson,
Wyoming
|
$236K
|
–
|
–
|
–
|
|
|
1405
|
Prudent Man Investment Management
Louisville,
Colorado
|
$235K
|
+$240K
|
+1,221
|
New
|
|
|
1406
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$235K
|
-$1.77K
|
-9
|
-0.7%
|
|
|
1407
|
AGP Franklin
Franklin,
Tennessee
|
$235K
|
+$239K
|
+1,216
|
New
|
|
|
1408
|
CRA Financial Services
Northfield,
New Jersey
|
$234K
|
-$9.83K
|
-50
|
-4%
|
|
|
1409
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$234K
|
+$24K
|
+122
|
+11%
|
|
|
1410
|
Horan Securities
Cincinnati,
United States
|
$233K
|
+$590
|
+3
|
+0.2%
|
|
|
1411
|
EntryPoint Capital
New York
|
$233K
|
+$238K
|
+1,209
|
New
|
|
|
1412
|
Meyer Handelman Company
Rye Brook,
New York
|
$231K
|
–
|
–
|
–
|
|
|
1413
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$231K
|
–
|
–
|
–
|
|
|
1414
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$229K
|
-$5.9K
|
-30
|
-2%
|
|
|
1415
|
Drive Wealth Management
Lehi,
Utah
|
$229K
|
+$3.93K
|
+20
|
+2%
|
|
|
1416
|
Well Done LLC
Holland,
Michigan
|
$229K
|
–
|
–
|
–
|
|
|
1417
|
Riverview Trust Company
Vancouver,
Washington
|
$228K
|
+$1.38K
|
+7
|
+0.6%
|
|
|
1418
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
$228K
|
–
|
–
|
–
|
|
|
1419
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$228K
|
-$3.54K
|
-18
|
-2%
|
|
|
1420
|
Wealthquest
Cincinnati,
Ohio
|
$228K
|
–
|
–
|
–
|
|
|
1421
|
Legacy Private Trust
Neenah,
Wisconsin
|
$228K
|
+$1.18K
|
+6
|
+0.5%
|
|
|
1422
|
PGIM Custom Harvest
Newark,
New Jersey
|
$227K
|
+$983
|
+5
|
+0.4%
|
|
|
1423
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$227K
|
+$231K
|
+1,175
|
New
|
|
|
1424
|
Morningstar Investment Services
Chicago,
Illinois
|
$226K
|
-$317K
|
-1,611
|
-58%
|
|
|
1425
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$226K
|
+$169K
|
+858
|
+272%
|
|
