|
701
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$305K
|
–
|
–
|
–
|
|
|
702
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$305K
|
-$14.7K
|
-135
|
-5%
|
|
|
703
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$303K
|
–
|
–
|
–
|
|
|
704
|
4Thought Financial Group
Syosset,
New York
|
$302K
|
-$869
|
-8
|
-0.3%
|
|
|
705
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$302K
|
–
|
–
|
–
|
|
|
706
|
KFA Private Wealth Group
Tysons,
Virginia
|
$302K
|
+$295K
|
+2,716
|
New
|
|
|
707
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$302K
|
-$21.7K
|
-200
|
-7%
|
|
|
708
|
Walker Asset Management
Verona,
Missouri
|
$298K
|
-$32.8K
|
-302
|
-10%
|
|
|
709
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$296K
|
-$110K
|
-1,017
|
-28%
|
|
|
710
|
Coastline Trust
Providence,
Rhode Island
|
$296K
|
+$75.4K
|
+694
|
+35%
|
|
|
711
|
Brown Advisory
Baltimore,
Maryland
|
$291K
|
-$399K
|
-3,675
|
-58%
|
|
|
712
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$291K
|
–
|
–
|
–
|
|
|
713
|
Investment Advisory Group
Hanover,
Massachusetts
|
$291K
|
–
|
–
|
–
|
|
|
714
|
Red Crane Wealth Management
San Francisco,
California
|
$290K
|
-$17.7K
|
-163
|
-6%
|
|
|
715
|
Strategy Asset Managers
Pasadena,
California
|
$290K
|
-$12.9K
|
-119
|
-4%
|
|
|
716
|
Plancorp LLC
Saint Louis,
Missouri
|
$288K
|
–
|
–
|
–
|
|
|
717
|
Center for Financial Planning
Southfied,
Michigan
|
$287K
|
+$280K
|
+2,580
|
New
|
|
|
718
|
Optivise Advisory Services
Franklin,
Tennessee
|
$286K
|
-$22.1K
|
-203
|
-7%
|
|
|
719
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$283K
|
-$404K
|
-3,716
|
-59%
|
|
|
720
|
Quadcap Wealth Management
Frisco,
Texas
|
$283K
|
+$16.7K
|
+154
|
+6%
|
|
|
721
|
Orcam Financial Group
Encinitas,
California
|
$283K
|
+$20.1K
|
+185
|
+8%
|
|
|
722
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$280K
|
-$4.34K
|
-40
|
-2%
|
|
|
723
|
Alteri Wealth
Westlake Village,
California
|
$278K
|
+$272K
|
+2,503
|
New
|
|
|
724
|
|
$277K
|
–
|
–
|
–
|
|
|
725
|
VestGen Advisors
Inverness,
Illinois
|
$276K
|
+$269K
|
+2,481
|
New
|
|
