|
551
|
Ballentine Partners
Waltham,
Massachusetts
|
$325K
|
+$67.6K
|
+1,912
|
+29%
|
|
|
552
|
Personal CFO Solutions
Chester,
New Jersey
|
$325K
|
+$41.4K
|
+1,171
|
+16%
|
|
|
553
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$323K
|
+$79K
|
+2,233
|
+36%
|
|
|
554
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$323K
|
-$883K
|
-24,950
|
-75%
|
|
|
555
|
ASB Consultores
Aventura,
Florida
|
$317K
|
+$11.2K
|
+318
|
+4%
|
|
|
556
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$317K
|
+$6.05K
|
+171
|
+2%
|
|
|
557
|
Kingswood Wealth Advisors
San Diego,
California
|
$316K
|
+$289K
|
+8,180
|
New
|
|
|
558
|
NBT Bank
Norwich,
New York
|
$314K
|
-$22.9K
|
-647
|
-7%
|
|
|
559
|
Wealthspire Advisors (New York)
New York
|
$313K
|
-$2.76K
|
-78
|
-1%
|
|
|
560
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$312K
|
-$12.1K
|
-342
|
-4%
|
|
|
561
|
Oakworth Capital
Birmingham,
Alabama
|
$311K
|
–
|
–
|
–
|
|
|
562
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$306K
|
-$95.4K
|
-2,697
|
-25%
|
|
|
563
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$305K
|
-$55.3K
|
-1,564
|
-17%
|
|
|
564
|
Verition Fund Management
Greenwich,
Connecticut
|
$298K
|
+$273K
|
+7,721
|
New
|
|
|
565
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$298K
|
+$1.77K
|
+50
|
+0.7%
|
|
|
566
|
Cetera Advisors
Denver,
Colorado
|
$297K
|
-$4.28K
|
-121
|
-2%
|
|
|
567
|
Longfellow Investment Management
Boston,
Massachusetts
|
$297K
|
–
|
–
|
–
|
|
|
568
|
Klingenstein Fields & Co
New York
|
$297K
|
-$11.7K
|
-330
|
-4%
|
|
|
569
|
Sabal Trust
St. Petersburg,
Florida
|
$295K
|
–
|
–
|
–
|
|
|
570
|
Independent Investors Inc
Nesconset,
New York
|
$295K
|
–
|
–
|
–
|
|
|
571
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$292K
|
-$42.6K
|
-1,205
|
-14%
|
|
|
572
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$292K
|
-$35.4K
|
-1,000
|
-12%
|
|
|
573
|
IHT Wealth Management
Chicago,
Illinois
|
$290K
|
+$41.3K
|
+1,167
|
+18%
|
|
|
574
|
Empire Financial Management Company
New York
|
$286K
|
+$262K
|
+7,407
|
New
|
|
|
575
|
Dearborn Partners
Chicago,
Illinois
|
$281K
|
–
|
–
|
–
|
|
