|
726
|
Confluence Wealth Management
Portland,
Oregon
|
$864K
|
-$43.7K
|
-90
|
-5%
|
|
|
727
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$863K
|
-$262K
|
-539
|
-24%
|
|
|
728
|
Ballentine Partners
Waltham,
Massachusetts
|
$848K
|
-$119K
|
-244
|
-13%
|
|
|
729
|
Caprock Group
Boise,
Idaho
|
$844K
|
+$36K
|
+74
|
+5%
|
|
|
730
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$842K
|
+$422K
|
+869
|
+113%
|
|
|
731
|
Checchi Capital Advisers
Beverly Hills,
California
|
$830K
|
+$195K
|
+402
|
+33%
|
|
|
732
|
Valeo Financial Advisors
Carmel,
Indiana
|
$821K
|
+$179K
|
+368
|
+30%
|
|
|
733
|
Oak Ridge Investments
Chicago,
Illinois
|
$817K
|
–
|
–
|
–
|
|
|
734
|
Martingale Asset Management
Boston,
Massachusetts
|
$815K
|
+$770K
|
+1,584
|
New
|
|
|
735
|
West Paces Advisors
Atlanta,
Georgia
|
$815K
|
-$13.6K
|
-28
|
-2%
|
|
|
736
|
First Personal Financial Services
Charlotte,
North Carolina
|
$814K
|
+$179K
|
+369
|
+30%
|
|
|
737
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$811K
|
-$24.3K
|
-50
|
-3%
|
|
|
738
|
Palouse Capital Management
Spokane,
Washington
|
$794K
|
-$7.6M
|
-15,632
|
-91%
|
|
|
739
|
Douglass Winthrop Advisors
New York
|
$783K
|
–
|
–
|
–
|
|
|
740
|
Covenant Asset Management
Chester,
New Jersey
|
$780K
|
-$17K
|
-35
|
-2%
|
|
|
741
|
PagnatoKarp Partners
Reston,
Virginia
|
$777K
|
–
|
–
|
–
|
|
|
742
|
Loeb Partners Corp
New York
|
$771K
|
–
|
–
|
–
|
|
|
743
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$770K
|
-$22.4K
|
-46
|
-3%
|
|
|
744
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$768K
|
-$28.7K
|
-59
|
-4%
|
|
|
745
|
Appleton Partners
Boston,
Massachusetts
|
$767K
|
+$20.9K
|
+43
|
+3%
|
|
|
746
|
KCS Wealth Advisory
Los Angeles,
California
|
$761K
|
+$720K
|
+1,481
|
New
|
|
|
747
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$751K
|
-$413K
|
-850
|
-37%
|
|
|
748
|
Bangor Savings Bank
Bangor,
Maine
|
$750K
|
+$28.7K
|
+59
|
+4%
|
|
|
749
|
Lido Advisors
Los Angeles,
California
|
$742K
|
+$41.3K
|
+85
|
+6%
|
|
|
750
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$742K
|
+$702K
|
+1,445
|
New
|
|
