|
801
|
Winch Advisory Services
Appleton,
Wisconsin
|
$19K
|
–
|
–
|
–
|
|
|
802
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$19K
|
+$339
|
+3
|
+2%
|
|
|
803
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$19K
|
+$1.92K
|
+17
|
+10%
|
|
|
804
|
Washington Trust Bank
Spokane,
Washington
|
$18K
|
-$40.7K
|
-360
|
-70%
|
|
|
805
|
Tarbox Family Office
Newport Beach,
California
|
$18K
|
+$1.24K
|
+11
|
+8%
|
|
|
806
|
Perigon Wealth Management
San Francisco,
California
|
$18K
|
+$9.39K
|
+83
|
+115%
|
|
|
807
|
Calton & Associates
Tampa,
Florida
|
$18K
|
+$17K
|
+150
|
New
|
|
|
808
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
+$2.04K
|
+18
|
+15%
|
|
|
809
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$16K
|
+$17K
|
+150
|
New
|
|
|
810
|
First Command Bank
Fort Worth,
Texas
|
$15K
|
–
|
–
|
–
|
|
|
811
|
First Command Financial Services
Fort Worth,
Texas
|
$15K
|
–
|
–
|
–
|
|
|
812
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
813
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$15K
|
+$3.28K
|
+29
|
+33%
|
|
|
814
|
TrueWealth LLC
Atlanta,
Georgia
|
$15K
|
+$14.2K
|
+126
|
New
|
|
|
815
|
Strategic Wealth Partners
Independence,
Ohio
|
$15K
|
+$15.2K
|
+134
|
New
|
|
|
816
|
D'Orazio & Associates
Falls Church,
Virginia
|
$14K
|
–
|
–
|
–
|
|
|
817
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
818
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$14K
|
–
|
–
|
–
|
|
|
819
|
Versant Capital Management
Phoenix,
Arizona
|
$14K
|
+$5.54K
|
+49
|
+63%
|
|
|
820
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$14K
|
+$14K
|
+124
|
New
|
|
|
821
|
Crewe Advisors
Salt Lake City,
Utah
|
$14K
|
+$14K
|
+124
|
New
|
|
|
822
|
New Potomac Partners
Bethesda,
Maryland
|
$14K
|
+$14K
|
+124
|
New
|
|
|
823
|
West Oak Capital
Westlake Village,
California
|
$13.9K
|
–
|
–
|
–
|
|
|
824
|
Baystate Wealth Management
Boston,
Massachusetts
|
$13K
|
–
|
–
|
–
|
|
|
825
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$13K
|
+$11.6K
|
+103
|
+1,030%
|
|
