|
901
|
HM Payson & Co
Portland,
Maine
|
$306K
|
-$621
|
-5
|
-0.2%
|
|
|
902
|
Sonata Capital Group
Seattle,
Washington
|
$306K
|
–
|
–
|
–
|
|
|
903
|
Monetary Management Group
St Louis,
Missouri
|
$303K
|
–
|
–
|
–
|
|
|
904
|
Inlet Private Wealth
Jupiter,
Florida
|
$302K
|
–
|
–
|
–
|
|
|
905
|
WealthSource Partners
San Luis Obispo,
California
|
$301K
|
-$92.5K
|
-744
|
-25%
|
|
|
906
|
Evergreen Capital Management
Bellevue,
Washington
|
$301K
|
+$2.98K
|
+24
|
+1%
|
|
|
907
|
Hayden Royal
Charlotte,
North Carolina
|
$301K
|
-$1.24K
|
-10
|
-0.5%
|
|
|
908
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$300K
|
+$1.86K
|
+15
|
+0.7%
|
|
|
909
|
Realta Investment Advisors
Wilmington,
Delaware
|
$300K
|
+$2.11K
|
+17
|
+0.7%
|
|
|
910
|
Pin Oak Investment Advisors
Houston,
Texas
|
$299K
|
-$28.3K
|
-228
|
-9%
|
|
|
911
|
Donor Advised Charitable Giving
San Francisco,
California
|
$298K
|
–
|
–
|
–
|
|
|
912
|
Grove Bank & Trust
Miami,
Florida
|
$298K
|
+$17.3K
|
+139
|
+7%
|
|
|
913
|
Qtron Investments
Boston,
Massachusetts
|
$297K
|
+$279K
|
+2,243
|
New
|
|
|
914
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$295K
|
+$228K
|
+1,838
|
+471%
|
|
|
915
|
9258 Wealth Management
Blue Ash,
Ohio
|
$294K
|
+$276K
|
+2,223
|
New
|
|
|
916
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$291K
|
+$9.32K
|
+75
|
+4%
|
|
|
917
|
UMB Bank
Kansas City,
Missouri
|
$291K
|
+$14.9K
|
+120
|
+6%
|
|
|
918
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$291K
|
+$250K
|
+2,014
|
New
|
|
|
919
|
Harfst & Associates
Sheridan,
Wyoming
|
$290K
|
-$16.7K
|
-134
|
-6%
|
|
|
920
|
Penserra Capital Management
Orinda,
California
|
$289K
|
+$188K
|
+1,513
|
+241%
|
|
|
921
|
CNB Bank
Clearfield,
Pennsylvania
|
$288K
|
+$87.7K
|
+706
|
+48%
|
|
|
922
|
Fisher Asset Management
Camas,
Washington
|
$285K
|
+$268K
|
+2,155
|
New
|
|
|
923
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$281K
|
–
|
–
|
–
|
|
|
924
|
GQG Partners
Ft. Lauderdale,
Florida
|
$280K
|
+$263K
|
+2,118
|
New
|
|
|
925
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$278K
|
–
|
–
|
–
|
|
