|
601
|
|
$370K
|
+$81.5K
|
+828
|
+30%
|
|
|
602
|
Venturi Wealth Management
Austin,
Texas
|
$369K
|
+$356K
|
+3,620
|
New
|
|
|
603
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$363K
|
+$351K
|
+3,566
|
New
|
|
|
604
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$362K
|
+$1.08K
|
+11
|
+0.3%
|
|
|
605
|
Lido Advisors
Los Angeles,
California
|
$361K
|
+$13.7K
|
+139
|
+4%
|
|
|
606
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$360K
|
+$16.5K
|
+168
|
+5%
|
|
|
607
|
Sandy Spring Bank
Olney,
Maryland
|
$359K
|
-$11.3K
|
-115
|
-3%
|
|
|
608
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$356K
|
+$343K
|
+3,488
|
New
|
|
|
609
|
Successful Portfolios
Clearwater,
Florida
|
$356K
|
+$344K
|
+3,493
|
New
|
|
|
610
|
Perigon Wealth Management
San Francisco,
California
|
$354K
|
+$2.85K
|
+29
|
+0.8%
|
|
|
611
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$352K
|
–
|
–
|
–
|
|
|
612
|
Sterling Capital Management
Charlotte,
North Carolina
|
$350K
|
+$338K
|
+3,435
|
New
|
|
|
613
|
Squar Milner Financial Services
Irvine,
California
|
$348K
|
+$316K
|
+3,211
|
New
|
|
|
614
|
JOYN Advisors
Atlanta,
Georgia
|
$347K
|
+$335K
|
+3,401
|
New
|
|
|
615
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$342K
|
–
|
–
|
–
|
|
|
616
|
SOL Capital Management
Rockville,
Maryland
|
$342K
|
+$330K
|
+3,350
|
New
|
|
|
617
|
Albion Financial Group
Salt Lake City,
Utah
|
$341K
|
-$1.48K
|
-15
|
-0.4%
|
|
|
618
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$339K
|
-$2.36K
|
-24
|
-0.7%
|
|
|
619
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$338K
|
–
|
–
|
–
|
|
|
620
|
Parkside Advisors
Berkeley,
California
|
$338K
|
–
|
–
|
–
|
|
|
621
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$337K
|
–
|
–
|
–
|
|
|
622
|
North Star Asset Management
Neenah,
Wisconsin
|
$337K
|
+$325K
|
+3,300
|
New
|
|
|
623
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$336K
|
-$5.81K
|
-59
|
-2%
|
|
|
624
|
LVW Advisors
Pittsford,
New York
|
$333K
|
+$8.47K
|
+86
|
+3%
|
|
|
625
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$331K
|
–
|
–
|
–
|
|
