|
601
|
Belpointe Asset Management
Reno,
Nevada
|
$340K
|
+$108K
|
+1,236
|
+51%
|
|
|
602
|
Meritage Group
San Francisco,
California
|
$339K
|
+$316K
|
+3,627
|
New
|
|
|
603
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$338K
|
-$44.7K
|
-513
|
-12%
|
|
|
604
|
Park Avenue Securities
New York
|
$338K
|
+$18K
|
+206
|
+6%
|
|
|
605
|
Dynamic Technology Lab
Singapore
|
$337K
|
-$621K
|
-7,127
|
-66%
|
|
|
606
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$337K
|
–
|
–
|
–
|
|
|
607
|
Clearstead Trust
Portland,
Maine
|
$335K
|
–
|
–
|
–
|
|
|
608
|
Successful Portfolios
Clearwater,
Florida
|
$333K
|
-$785
|
-9
|
-0.3%
|
|
|
609
|
Wolverine Trading
Chicago,
Illinois
|
$332K
|
-$260K
|
-2,982
|
-46%
|
|
|
610
|
IFP Advisors
Tampa,
Florida
|
$332K
|
-$114K
|
-1,305
|
-27%
|
|
|
611
|
Norris Perne & French
Grand Rapids,
Michigan
|
$331K
|
–
|
–
|
–
|
|
|
612
|
PAX Financial Group
San Antonio,
Texas
|
$331K
|
+$58.1K
|
+666
|
+23%
|
|
|
613
|
Avantax Advisory Services
Dallas,
Texas
|
$330K
|
+$14.7K
|
+169
|
+5%
|
|
|
614
|
Williams Jones Wealth Management
New York
|
$328K
|
-$119K
|
-1,366
|
-28%
|
|
|
615
|
Ascension Asset Management
New York
|
$328K
|
+$305K
|
+3,500
|
New
|
|
|
616
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$324K
|
+$7.67K
|
+88
|
+3%
|
|
|
617
|
Homrich & Berg
Atlanta,
Georgia
|
$320K
|
-$741K
|
-8,505
|
-71%
|
|
|
618
|
Osborne Partners Capital Management
San Francisco,
California
|
$319K
|
-$71K
|
-814
|
-19%
|
|
|
619
|
Pitcairn
Conshohocken,
Pennsylvania
|
$319K
|
-$1.48K
|
-17
|
-0.5%
|
|
|
620
|
Personal Capital Advisors
Redwood City,
California
|
$315K
|
-$24.9K
|
-286
|
-8%
|
|
|
621
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$314K
|
–
|
–
|
–
|
|
|
622
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$314K
|
–
|
–
|
–
|
|
|
623
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$312K
|
-$1.4M
|
-16,049
|
-83%
|
|
|
624
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$312K
|
-$88K
|
-1,009
|
-23%
|
|
|
625
|
Summit Asset Management
Memphis,
Tennessee
|
$312K
|
–
|
–
|
–
|
|
