|
501
|
Montecito Bank & Trust
Santa Barbara,
California
|
$721K
|
-$76.4K
|
-500
|
-10%
|
|
|
502
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$718K
|
–
|
–
|
–
|
|
|
503
|
Private Trust Company
Cleveland,
Ohio
|
$716K
|
-$10.5K
|
-69
|
-1%
|
|
|
504
|
Liberty Wealth Management
Oakland,
California
|
$707K
|
+$86.5K
|
+566
|
+14%
|
|
|
505
|
Argent Trust Co
Nashville,
Tennessee
|
$705K
|
+$21.2K
|
+139
|
+3%
|
|
|
506
|
|
$700K
|
+$229K
|
+1,501
|
+49%
|
|
|
507
|
SlateStone Wealth
Jupiter,
Florida
|
$692K
|
-$80.2K
|
-525
|
-10%
|
|
|
508
|
Dowling & Yahnke
San Diego,
California
|
$690K
|
+$28.9K
|
+189
|
+4%
|
|
|
509
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$689K
|
–
|
–
|
–
|
|
|
510
|
Surevest
Los Angeles,
California
|
$689K
|
+$688K
|
+4,501
|
New
|
|
|
511
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$685K
|
–
|
–
|
–
|
|
|
512
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$681K
|
+$1.38K
|
+9
|
+0.2%
|
|
|
513
|
Brookstone Capital Management
Wheaton,
Illinois
|
$681K
|
+$82.2K
|
+538
|
+14%
|
|
|
514
|
Sandy Spring Bank
Olney,
Maryland
|
$676K
|
–
|
–
|
–
|
|
|
515
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$676K
|
+$26.7K
|
+175
|
+4%
|
|
|
516
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$666K
|
-$115K
|
-750
|
-15%
|
|
|
517
|
Cypress Capital Group
Palm Beach,
Florida
|
$660K
|
+$11.5K
|
+75
|
+2%
|
|
|
518
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$659K
|
+$8.1K
|
+53
|
+1%
|
|
|
519
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$659K
|
+$658K
|
+4,305
|
New
|
|
|
520
|
Hancock Whitney
Gulfport,
Mississippi
|
$655K
|
-$213K
|
-1,393
|
-25%
|
|
|
521
|
Bigelow Investment Advisors
Portland,
Maine
|
$651K
|
-$12.2K
|
-80
|
-2%
|
|
|
522
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$642K
|
-$5.65K
|
-37
|
-0.9%
|
|
|
523
|
NVWM LLC
Yardley,
Pennsylvania
|
$640K
|
+$29K
|
+190
|
+5%
|
|
|
524
|
SignatureFD
Atlanta,
Georgia
|
$636K
|
+$347K
|
+2,270
|
+120%
|
|
|
525
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$632K
|
–
|
–
|
–
|
|
