|
801
|
First National Trust
Hermitage,
Pennsylvania
|
$361K
|
–
|
–
|
–
|
|
|
802
|
Koshinski Asset Management
Decatur,
Illinois
|
$357K
|
+$76.6K
|
+1,046
|
+26%
|
|
|
803
|
FourThought Financial
Venice,
Florida
|
$355K
|
-$1.9K
|
-26
|
-0.5%
|
|
|
804
|
Valeo Financial Advisors
Carmel,
Indiana
|
$354K
|
-$49.8K
|
-680
|
-12%
|
|
|
805
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$354K
|
–
|
–
|
–
|
|
|
806
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$352K
|
+$12.5K
|
+171
|
+4%
|
|
|
807
|
Novare Capital Management
Charlotte,
North Carolina
|
$351K
|
-$376K
|
-5,134
|
-51%
|
|
|
808
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$351K
|
–
|
–
|
–
|
|
|
809
|
Resource Consulting Group
Orlando,
Florida
|
$351K
|
–
|
–
|
–
|
|
|
810
|
Shelton Capital Management
Denver,
Colorado
|
$351K
|
–
|
–
|
–
|
|
|
811
|
BOK Financial Private Wealth
Denver,
Colorado
|
$351K
|
+$366K
|
+4,995
|
New
|
|
|
812
|
Sunflower Bank
Dallas,
Texas
|
$349K
|
–
|
–
|
–
|
|
|
813
|
Webster Bank
Waterbury,
Connecticut
|
$347K
|
-$147K
|
-2,002
|
-29%
|
|
|
814
|
Aveo Capital Partners
Englewood,
Colorado
|
$347K
|
-$41.8K
|
-571
|
-10%
|
|
|
815
|
Dowling & Yahnke
San Diego,
California
|
$347K
|
-$24.8K
|
-339
|
-6%
|
|
|
816
|
Cypress Capital Group
Palm Beach,
Florida
|
$344K
|
–
|
–
|
–
|
|
|
817
|
Venture Visionary Partners
Sylvania,
Ohio
|
$339K
|
–
|
–
|
–
|
|
|
818
|
Parsons Capital Management
Providence,
Rhode Island
|
$339K
|
+$38K
|
+519
|
+12%
|
|
|
819
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$338K
|
+$42.8K
|
+584
|
+14%
|
|
|
820
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$337K
|
–
|
–
|
–
|
|
|
821
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$335K
|
-$1.75M
|
-23,924
|
-83%
|
|
|
822
|
Regent Investment Management
Louisville,
Kentucky
|
$335K
|
+$11K
|
+150
|
+3%
|
|
|
823
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$334K
|
+$220
|
+3
|
+0.1%
|
|
|
824
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$333K
|
–
|
–
|
–
|
|
|
825
|
Pathstone Family Office
Englewood,
New Jersey
|
$332K
|
+$59.8K
|
+817
|
+21%
|
|
