|
801
|
Washington Trust Bank
Spokane,
Washington
|
$365K
|
–
|
–
|
–
|
|
|
802
|
Seelaus Asset Management
Chatham,
New Jersey
|
$365K
|
+$9.41K
|
+80
|
+3%
|
|
|
803
|
Invictus Private Wealth
Denver,
Colorado
|
$365K
|
-$60.3K
|
-512
|
-15%
|
|
|
804
|
SVB Wealth
Boston,
Massachusetts
|
$364K
|
+$87.4K
|
+743
|
+35%
|
|
|
805
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$364K
|
-$3.41K
|
-29
|
-1%
|
|
|
806
|
TAP Consulting
Kirkwood,
Missouri
|
$364K
|
+$340K
|
+2,887
|
New
|
|
|
807
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$364K
|
–
|
–
|
–
|
|
|
808
|
3EDGE Asset Management
Naples,
Florida
|
$362K
|
+$339K
|
+2,877
|
New
|
|
|
809
|
Destiny Wealth Partners
Tavares,
Florida
|
$360K
|
–
|
–
|
–
|
|
|
810
|
One Day In July LLC
Burlington,
Vermont
|
$357K
|
+$4.59K
|
+39
|
+1%
|
|
|
811
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$356K
|
+$12.4K
|
+105
|
+4%
|
|
|
812
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$356K
|
–
|
–
|
–
|
|
|
813
|
TrueWealth Advisors
Birmingham,
Alabama
|
$355K
|
-$18.5K
|
-157
|
-5%
|
|
|
814
|
Meridian Financial
Holliston,
Massachusetts
|
$353K
|
–
|
–
|
–
|
|
|
815
|
Vontobel Holding
Zurich,
Switzerland
|
$350K
|
-$153K
|
-1,302
|
-32%
|
|
|
816
|
Aries Wealth Management
Portland,
Maine
|
$347K
|
-$30.6K
|
-260
|
-9%
|
|
|
817
|
Koshinski Asset Management
Decatur,
Illinois
|
$346K
|
-$136K
|
-1,152
|
-30%
|
|
|
818
|
Creative Financial Designs
Kokomo,
Indiana
|
$344K
|
+$126K
|
+1,073
|
+65%
|
|
|
819
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$343K
|
-$25.3K
|
-215
|
-7%
|
|
|
820
|
Verum Partners
Charlotte,
North Carolina
|
$341K
|
+$706
|
+6
|
+0.2%
|
|
|
821
|
Verity & Verity
Beaufort,
South Carolina
|
$341K
|
–
|
–
|
–
|
|
|
822
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$341K
|
-$22.7K
|
-193
|
-7%
|
|
|
823
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$340K
|
+$318K
|
+2,702
|
New
|
|
|
824
|
American National Bank & Trust
Wichita Falls,
Texas
|
$338K
|
+$3.06K
|
+26
|
+1%
|
|
|
825
|
Flagstar Advisors
New York
|
$338K
|
+$57.5K
|
+489
|
+22%
|
|
