|
651
|
Verity & Verity
Beaufort,
South Carolina
|
$832K
|
+$757K
|
+33,760
|
New
|
|
|
652
|
KCM Investment Advisors
Greenbrae,
California
|
$816K
|
+$159K
|
+7,080
|
+27%
|
|
|
653
|
Lucia Wealth Services
San Diego,
California
|
$808K
|
+$324K
|
+14,430
|
+79%
|
|
|
654
|
Great Lakes Advisors
Chicago,
Illinois
|
$801K
|
+$50K
|
+2,230
|
+7%
|
|
|
655
|
IHT Wealth Management
Chicago,
Illinois
|
$795K
|
+$305K
|
+13,580
|
+73%
|
|
|
656
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$794K
|
+$36.6K
|
+1,630
|
+5%
|
|
|
657
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$793K
|
-$3.36K
|
-150
|
-0.5%
|
|
|
658
|
CPWM LLC
Seattle,
Washington
|
$793K
|
+$721K
|
+32,150
|
New
|
|
|
659
|
First National Trust
Hermitage,
Pennsylvania
|
$789K
|
+$279K
|
+12,440
|
+64%
|
|
|
660
|
FNY Investment Advisers
New York
|
$789K
|
+$718K
|
+32,000
|
New
|
|
|
661
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$784K
|
+$113K
|
+5,060
|
+19%
|
|
|
662
|
Hilltop Holdings
Dallas,
Texas
|
$773K
|
+$203K
|
+9,040
|
+41%
|
|
|
663
|
Aureus Asset Management
Boston,
Massachusetts
|
$770K
|
-$44.6K
|
-1,990
|
-6%
|
|
|
664
|
IFP Advisors
Tampa,
Florida
|
$770K
|
+$326K
|
+14,550
|
+87%
|
|
|
665
|
National Investment Services
Milwaukee,
Wisconsin
|
$753K
|
-$84.3K
|
-3,760
|
-11%
|
|
|
666
|
American National Registered Investment Advisor
Galveston,
Texas
|
$752K
|
–
|
–
|
–
|
|
|
667
|
Spinnaker Trust
Portland,
Maine
|
$751K
|
+$897
|
+40
|
+0.1%
|
|
|
668
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$747K
|
+$109K
|
+4,880
|
+19%
|
|
|
669
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$739K
|
+$672K
|
+29,950
|
New
|
|
|
670
|
Lido Advisors
Los Angeles,
California
|
$735K
|
-$114K
|
-5,080
|
-15%
|
|
|
671
|
E&G Advisors
Houston,
Texas
|
$728K
|
-$67.3K
|
-3,000
|
-9%
|
|
|
672
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$721K
|
+$2.92K
|
+130
|
+0.4%
|
|
|
673
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$719K
|
+$73.6K
|
+3,280
|
+13%
|
|
|
674
|
First Business Financial Services
Madison,
Wisconsin
|
$717K
|
–
|
–
|
–
|
|
|
675
|
Hollencrest Capital Management
Newport Beach,
California
|
$712K
|
+$299K
|
+13,330
|
+104%
|
|
