|
701
|
Cardinal Point Wealth Management
Irvine,
California
|
$696K
|
+$662K
|
+2
|
New
|
|
|
702
|
Colony Family Offices
Charlotte,
North Carolina
|
$696K
|
+$662K
|
+2
|
New
|
|
|
703
|
CX Institutional
Auburn,
Indiana
|
$696K
|
+$662K
|
+2
|
New
|
|
|
704
|
F/M Investments
Washington,
District of Columbia
|
$696K
|
+$662K
|
+2
|
New
|
|
|
705
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$696K
|
+$662K
|
+2
|
New
|
|
|
706
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$696K
|
+$662K
|
+2
|
New
|
|
|
707
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$696K
|
+$662K
|
+2
|
New
|
|
|
708
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$696K
|
+$662K
|
+2
|
New
|
|
|
709
|
HoyleCohen
San Diego,
California
|
$696K
|
+$66.2M
|
+200
|
New
|
|
|
710
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$696K
|
+$66.2M
|
+200
|
New
|
|
|
711
|
HughesLittle Investment Management
Vancouver,
|
$696K
|
–
|
–
|
–
|
|
|
712
|
Nomura Asset Management
Tokyo,
Japan
|
$696K
|
–
|
–
|
–
|
|
|
713
|
Omnia Family Wealth
Aventura,
Florida
|
$696K
|
–
|
–
|
–
|
|
|
714
|
RBC Europe
London,
United Kingdom
|
$696K
|
–
|
–
|
–
|
|
|
715
|
Schoolcraft Capital
Boulder,
Colorado
|
$696K
|
–
|
–
|
–
|
|
|
716
|
Darwin Wealth Management
Tampa,
Florida
|
$695K
|
–
|
–
|
–
|
|
|
717
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$695K
|
–
|
–
|
–
|
|
|
718
|
Harfst & Associates
Sheridan,
Wyoming
|
$695K
|
–
|
–
|
–
|
|
|
719
|
Harvey Capital Management
Palm Beach,
Florida
|
$695K
|
–
|
–
|
–
|
|
|
720
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$695K
|
–
|
–
|
–
|
|
|
721
|
Roundview Capital
Princeton,
New Jersey
|
$695K
|
–
|
–
|
–
|
|
|
722
|
Versant Capital Management
Phoenix,
Arizona
|
$695K
|
–
|
–
|
–
|
|
|
723
|
M&R Capital Management
Summit,
New Jersey
|
$695K
|
+$331K
|
+1
|
+100%
|
|
|
724
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$695K
|
+$662K
|
+2
|
New
|
|
|
725
|
Country Club Trust
Kansas City,
Missouri
|
$690K
|
–
|
–
|
–
|
|
