|
201
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$342K
|
+$342K
|
+3,235
|
New
|
|
|
202
|
Omega Financial Group
Santa Barbara,
California
|
$336K
|
+$50.9K
|
+482
|
+18%
|
|
|
203
|
Creative Planning
Overland Park,
Kansas
|
$335K
|
-$85K
|
-805
|
-20%
|
|
|
204
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$334K
|
-$6.97K
|
-66
|
-2%
|
|
|
205
|
|
$334K
|
+$301K
|
+2,850
|
+950%
|
|
|
206
|
EP Wealth Advisors
Torrance,
California
|
$326K
|
-$101K
|
-958
|
-24%
|
|
|
207
|
PFS Investments
Duluth,
Georgia
|
$323K
|
+$321K
|
+3,043
|
New
|
|
|
208
|
TD Capital Management
Memphis,
Tennessee
|
$321K
|
+$7.08K
|
+67
|
+2%
|
|
|
209
|
Legacy Financial Advisors
Covington,
Kentucky
|
$309K
|
-$1.36M
|
-12,890
|
-82%
|
|
|
210
|
Lido Advisors
Los Angeles,
California
|
$300K
|
+$300K
|
+2,838
|
New
|
|
|
211
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$296K
|
–
|
–
|
–
|
|
|
212
|
Summit Financial
Parsippany,
New Jersey
|
$289K
|
+$739
|
+7
|
+0.3%
|
|
|
213
|
First National Trust
Hermitage,
Pennsylvania
|
$289K
|
-$66K
|
-625
|
-19%
|
|
|
214
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$288K
|
-$197K
|
-1,870
|
-41%
|
|
|
215
|
Cetera Advisor Networks
El Segundo,
California
|
$288K
|
+$286K
|
+2,709
|
New
|
|
|
216
|
Quantum Capital Management (California)
San Francisco,
California
|
$286K
|
-$15.3K
|
-145
|
-5%
|
|
|
217
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$284K
|
–
|
–
|
–
|
|
|
218
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$278K
|
+$739
|
+7
|
+0.3%
|
|
|
219
|
KeyBank National Association
Cleveland,
Ohio
|
$277K
|
–
|
–
|
–
|
|
|
220
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$276K
|
–
|
–
|
–
|
|
|
221
|
Bangor Savings Bank
Bangor,
Maine
|
$273K
|
–
|
–
|
–
|
|
|
222
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$266K
|
-$4.96K
|
-47
|
-2%
|
|
|
223
|
Tiedemann Advisors
New York
|
$265K
|
–
|
–
|
–
|
|
|
224
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$265K
|
+$264K
|
+2,500
|
New
|
|
|
225
|
Principal Financial Group
Des Moines,
Iowa
|
$258K
|
-$110K
|
-1,043
|
-30%
|
|
