|
601
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$265K
|
–
|
–
|
–
|
|
|
602
|
Rand Wealth
Baltimore,
Maryland
|
$265K
|
–
|
–
|
–
|
|
|
603
|
Brown Brothers Harriman & Co
New York
|
$264K
|
+$261K
|
+2,349
|
New
|
|
|
604
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$257K
|
+$24.9K
|
+224
|
+11%
|
|
|
605
|
Leavell Investment Management
Mobile,
Alabama
|
$253K
|
-$49.4K
|
-445
|
-17%
|
|
|
606
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$252K
|
-$15.2K
|
-137
|
-6%
|
|
|
607
|
Park Avenue Securities
New York
|
$249K
|
-$14.4K
|
-130
|
-6%
|
|
|
608
|
Wedgewood Investors
Erie,
Pennsylvania
|
$249K
|
–
|
–
|
–
|
|
|
609
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$246K
|
+$4.11K
|
+37
|
+2%
|
|
|
610
|
Evercore Wealth Management
New York
|
$242K
|
-$279K
|
-2,514
|
-54%
|
|
|
611
|
|
$236K
|
+$233K
|
+2,100
|
New
|
|
|
612
|
Cable Hill Partners
Portland,
Oregon
|
$231K
|
+$227K
|
+2,047
|
New
|
|
|
613
|
Bristlecone Advisors
Bellevue,
Washington
|
$230K
|
+$226K
|
+2,039
|
New
|
|
|
614
|
Capital Wealth Planning
Naples,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
615
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$227K
|
–
|
–
|
–
|
|
|
616
|
Rockland Trust
Hanover,
Massachusetts
|
$221K
|
-$58.3K
|
-525
|
-21%
|
|
|
617
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$219K
|
-$4.78K
|
-43
|
-2%
|
|
|
618
|
Parthenon LLC
Louisville,
Kentucky
|
$217K
|
–
|
–
|
–
|
|
|
619
|
B. Riley Financial
Los Angeles,
California
|
$216K
|
–
|
–
|
–
|
|
|
620
|
Stellar Capital Management
Phoenix,
Arizona
|
$216K
|
+$213K
|
+1,916
|
New
|
|
|
621
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$207K
|
–
|
–
|
–
|
|
|
622
|
Highland Private Wealth Management
Bellevue,
Washington
|
$207K
|
–
|
–
|
–
|
|
|
623
|
D.J. St. Germain
Springfield,
Massachusetts
|
$201K
|
-$71K
|
-639
|
-26%
|
|
|
624
|
Girard Securities
San Diego,
California
|
$200K
|
+$199K
|
+1,795
|
New
|
|
|
625
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$196K
|
–
|
–
|
–
|
|
