|
626
|
Successful Portfolios
Clearwater,
Florida
|
$340K
|
-$3.2K
|
-35
|
-1%
|
|
|
627
|
Ascension Asset Management
New York
|
$340K
|
–
|
–
|
–
|
|
|
628
|
Williams Jones Wealth Management
New York
|
$340K
|
–
|
–
|
–
|
|
|
629
|
IEQ Capital
Foster City,
California
|
$340K
|
+$24.9K
|
+272
|
+8%
|
|
|
630
|
MBB Public Markets
Chicago,
Illinois
|
$338K
|
+$318K
|
+3,478
|
New
|
|
|
631
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$337K
|
+$318K
|
+3,474
|
New
|
|
|
632
|
|
$337K
|
+$318K
|
+3,480
|
New
|
|
|
633
|
Norris Perne & French
Grand Rapids,
Michigan
|
$331K
|
-$11.4K
|
-125
|
-4%
|
|
|
634
|
Lewis Capital Management
Beverly Hills,
California
|
$331K
|
+$312K
|
+3,410
|
New
|
|
|
635
|
Crewe Advisors
Salt Lake City,
Utah
|
$328K
|
+$8.87K
|
+97
|
+3%
|
|
|
636
|
Summit Asset Management
Memphis,
Tennessee
|
$327K
|
+$2.74K
|
+30
|
+0.9%
|
|
|
637
|
Zions Bancorporation
Salt Lake City,
Utah
|
$324K
|
-$640
|
-7
|
-0.2%
|
|
|
638
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$323K
|
-$566K
|
-6,190
|
-65%
|
|
|
639
|
Centre Asset Management
New York
|
$323K
|
-$27.3K
|
-299
|
-8%
|
|
|
640
|
Siemens Fonds Invest
Munich,
Germany
|
$322K
|
-$1.1K
|
-12
|
-0.4%
|
|
|
641
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$320K
|
-$30.7K
|
-336
|
-9%
|
|
|
642
|
Bremer Bank National Association
St Paul,
Minnesota
|
$320K
|
+$36.6K
|
+400
|
+14%
|
|
|
643
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$320K
|
+$64.7K
|
+708
|
+24%
|
|
|
644
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$318K
|
+$33.5K
|
+366
|
+13%
|
|
|
645
|
Private Trust Company
Cleveland,
Ohio
|
$317K
|
-$429K
|
-4,695
|
-59%
|
|
|
646
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$316K
|
–
|
–
|
–
|
|
|
647
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$316K
|
–
|
–
|
–
|
|
|
648
|
SkyOak Wealth
Southfield,
Michigan
|
$316K
|
–
|
–
|
–
|
|
|
649
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$315K
|
–
|
–
|
–
|
|
|
650
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$314K
|
+$14.4K
|
+158
|
+5%
|
|
