|
651
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$48K
|
-$70K
|
-3,175
|
-61%
|
|
|
652
|
Stephens Investment Management Group
Houston,
Texas
|
$47K
|
–
|
–
|
–
|
|
|
653
|
Community Bank
Dewitt,
New York
|
$43K
|
–
|
–
|
–
|
|
|
654
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$43K
|
+$11.9K
|
+538
|
+43%
|
|
|
655
|
Perigon Wealth Management
San Francisco,
California
|
$41K
|
+$8.82K
|
+400
|
+31%
|
|
|
656
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$39K
|
–
|
–
|
–
|
|
|
657
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$39K
|
+$5.89K
|
+267
|
+16%
|
|
|
658
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$35K
|
–
|
–
|
–
|
|
|
659
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$35K
|
–
|
–
|
–
|
|
|
660
|
New York Life Trust
New York
|
$35K
|
+$32.4K
|
+1,468
|
New
|
|
|
661
|
Zions Bancorporation
Salt Lake City,
Utah
|
$31K
|
–
|
–
|
–
|
|
|
662
|
Glassman Wealth Services
Vienna,
Virginia
|
$30K
|
+$110
|
+5
|
+0.4%
|
|
|
663
|
Bessemer Group
Woodbridge,
New Jersey
|
$29K
|
–
|
–
|
–
|
|
|
664
|
Manchester Capital Management
Manchester,
Vermont
|
$29K
|
–
|
–
|
–
|
|
|
665
|
Bartlett & Co
Cincinnati,
Ohio
|
$28K
|
–
|
–
|
–
|
|
|
666
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$28K
|
+$12.1K
|
+548
|
+91%
|
|
|
667
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
668
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$27K
|
+$25.1K
|
+1,140
|
New
|
|
|
669
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$26K
|
+$2.07K
|
+94
|
+10%
|
|
|
670
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$25K
|
-$3.46K
|
-157
|
-13%
|
|
|
671
|
Versant Capital Management
Phoenix,
Arizona
|
$24K
|
-$2.01K
|
-91
|
-8%
|
|
|
672
|
Delta Asset Management
Memphis,
Tennessee
|
$24K
|
–
|
–
|
–
|
|
|
673
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
674
|
Proficio Capital Partners
Newton,
Massachusetts
|
$24K
|
+$15.9K
|
+723
|
+371%
|
|
|
675
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$23K
|
–
|
–
|
–
|
|
