|
801
|
Coldstream Capital Management
Bellevue,
Washington
|
$479K
|
-$483K
|
-6,298
|
-50%
|
|
|
802
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$478K
|
+$64.1K
|
+835
|
+15%
|
|
|
803
|
Webster Bank
Waterbury,
Connecticut
|
$478K
|
–
|
–
|
–
|
|
|
804
|
Meridian Investment Counsel
Lafayette,
California
|
$476K
|
–
|
–
|
–
|
|
|
805
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$474K
|
-$1.29M
|
-16,831
|
-73%
|
|
|
806
|
Cardiff Park Advisors
Carlsbad,
California
|
$470K
|
+$1.53K
|
+20
|
+0.3%
|
|
|
807
|
Fidelity Investments
Boston,
Massachusetts
|
$470K
|
-$677K
|
-8,823
|
-59%
|
|
|
808
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$466K
|
+$28.8K
|
+376
|
+7%
|
|
|
809
|
Camden National Bank
Camden,
Maine
|
$466K
|
+$68K
|
+886
|
+17%
|
|
|
810
|
Essex LLC
Deer Park,
Illinois
|
$457K
|
-$132K
|
-1,720
|
-22%
|
|
|
811
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$457K
|
-$183K
|
-2,387
|
-28%
|
|
|
812
|
Maple Capital Management
Montpelier,
Vermont
|
$453K
|
+$154K
|
+2,013
|
+52%
|
|
|
813
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$450K
|
-$8.59K
|
-112
|
-2%
|
|
|
814
|
Rock Point Advisors
Burlington,
Vermont
|
$450K
|
-$44.6K
|
-582
|
-9%
|
|
|
815
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$443K
|
+$2.69K
|
+35
|
+0.6%
|
|
|
816
|
SMART Wealth
Omaha,
Nebraska
|
$440K
|
-$1.17M
|
-15,283
|
-73%
|
|
|
817
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$440K
|
+$33.9K
|
+442
|
+8%
|
|
|
818
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$439K
|
-$44.5K
|
-580
|
-9%
|
|
|
819
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$438K
|
-$57.4K
|
-748
|
-12%
|
|
|
820
|
Linscomb Wealth
Houston,
Texas
|
$436K
|
-$11K
|
-143
|
-2%
|
|
|
821
|
American Trust
Lexington,
Kentucky
|
$436K
|
+$175K
|
+2,281
|
+67%
|
|
|
822
|
German American Bancorp
Jasper,
Indiana
|
$431K
|
–
|
–
|
–
|
|
|
823
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$429K
|
-$33.9K
|
-442
|
-7%
|
|
|
824
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$427K
|
+$428K
|
+5,574
|
New
|
|
|
825
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$426K
|
+$10.7K
|
+140
|
+3%
|
|
