|
601
|
EP Wealth Advisors
Torrance,
California
|
$305K
|
+$300K
|
+7,956
|
New
|
|
|
602
|
Huntington National Bank
Columbus,
Ohio
|
$303K
|
-$9.34K
|
-248
|
-3%
|
|
|
603
|
Boston Trust Walden
Boston,
Massachusetts
|
$300K
|
+$8.59K
|
+228
|
+3%
|
|
|
604
|
HM Payson & Co
Portland,
Maine
|
$299K
|
–
|
–
|
–
|
|
|
605
|
Cable Hill Partners
Portland,
Oregon
|
$296K
|
–
|
–
|
–
|
|
|
606
|
Washburn Capital Management
Vero Beach,
Florida
|
$294K
|
+$290K
|
+7,688
|
New
|
|
|
607
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$294K
|
-$9.91K
|
-263
|
-3%
|
|
|
608
|
Evergreen Capital Management
Bellevue,
Washington
|
$293K
|
+$45.2K
|
+1,200
|
+19%
|
|
|
609
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$291K
|
–
|
–
|
–
|
|
|
610
|
PDS Planning
Dublin,
Ohio
|
$290K
|
-$8.25K
|
-219
|
-3%
|
|
|
611
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$287K
|
–
|
–
|
–
|
|
|
612
|
Essex Savings Bank
Essex,
Connecticut
|
$286K
|
-$2.34K
|
-62
|
-0.8%
|
|
|
613
|
BFSG LLC
Irvine,
California
|
$286K
|
-$2.37K
|
-63
|
-0.8%
|
|
|
614
|
Permanent Capital Management
Chicago,
Illinois
|
$283K
|
+$278K
|
+7,379
|
New
|
|
|
615
|
Autumn Glory Partners
Dallas,
Texas
|
$281K
|
-$329K
|
-8,741
|
-54%
|
|
|
616
|
SG Americas Securities
New York
|
$280K
|
-$66.3K
|
-1,759
|
-19%
|
|
|
617
|
Axxcess Wealth Management
Carlsbad,
California
|
$278K
|
-$259K
|
-6,885
|
-49%
|
|
|
618
|
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
|
$274K
|
-$1.75M
|
-46,351
|
-87%
|
|
|
619
|
Cary Street Partners
Richmond,
Virginia
|
$273K
|
+$268K
|
+7,118
|
New
|
|
|
620
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$272K
|
–
|
–
|
–
|
|
|
621
|
Keebeck Wealth Management
Chicago,
Illinois
|
$269K
|
–
|
–
|
–
|
|
|
622
|
United Capital Financial Advisors
Irving,
Texas
|
$269K
|
+$678
|
+18
|
+0.3%
|
|
|
623
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$266K
|
+$5.27K
|
+140
|
+2%
|
|
|
624
|
Concurrent Investment Advisors
Tampa,
Florida
|
$265K
|
-$1.58K
|
-42
|
-0.6%
|
|
|
625
|
Empirical Wealth Management
Seattle,
Washington
|
$263K
|
–
|
–
|
–
|
|
