|
901
|
Crestone Asset Management
Boulder,
Colorado
|
$250K
|
–
|
–
|
–
|
|
|
902
|
Hellman Jordan Management Company
Quincy,
Massachusetts
|
$250K
|
–
|
–
|
–
|
|
|
903
|
|
$248K
|
–
|
–
|
–
|
|
|
904
|
One Capital Management
Westlake Village,
California
|
$248K
|
+$27K
|
+152
|
+12%
|
|
|
905
|
Principal Financial Group
Des Moines,
Iowa
|
$248K
|
+$248K
|
+1,392
|
New
|
|
|
906
|
Golden State Wealth Management
Santa Ana,
California
|
$246K
|
+$11.2K
|
+63
|
+5%
|
|
|
907
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$246K
|
+$27K
|
+152
|
+12%
|
|
|
908
|
Wealthquest
Cincinnati,
Ohio
|
$244K
|
-$43.9K
|
-247
|
-15%
|
|
|
909
|
BNP Paribas Financial Markets
Paris,
France
|
$243K
|
+$241K
|
+1,356
|
New
|
|
|
910
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$242K
|
-$1.25K
|
-7
|
-0.5%
|
|
|
911
|
Fiduciary Trust
Boston,
Massachusetts
|
$242K
|
-$178
|
-1
|
-0.1%
|
|
|
912
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$241K
|
-$35.6K
|
-200
|
-13%
|
|
|
913
|
Trustco Bank (New York)
Albany,
New York
|
$241K
|
–
|
–
|
–
|
|
|
914
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$241K
|
+$239K
|
+1,344
|
New
|
|
|
915
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$239K
|
+$711
|
+4
|
+0.3%
|
|
|
916
|
Franklin Resources
San Mateo,
California
|
$239K
|
-$25M
|
-140,827
|
-99%
|
|
|
917
|
Quest Capital Management
Dallas,
Texas
|
$239K
|
+$356
|
+2
|
+0.1%
|
|
|
918
|
Claro Advisors
Boston,
Massachusetts
|
$233K
|
+$232K
|
+1,304
|
New
|
|
|
919
|
Investment Advisory Group
Hanover,
Massachusetts
|
$233K
|
+$238K
|
+1,340
|
New
|
|
|
920
|
Von Berge Wealth Management Group
San Diego,
California
|
$233K
|
+$243K
|
+1,364
|
New
|
|
|
921
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$232K
|
+$2.31K
|
+13
|
+1%
|
|
|
922
|
R.M. Davis Inc
Portland,
Maine
|
$231K
|
-$6.94K
|
-39
|
-3%
|
|
|
923
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$231K
|
+$229K
|
+1,289
|
New
|
|
|
924
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$229K
|
-$16.5K
|
-93
|
-7%
|
|
|
925
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$229K
|
+$227K
|
+1,278
|
New
|
|
