|
951
|
JGP Wealth Management
Bend,
Oregon
|
$556K
|
+$15.1K
|
+475
|
+3%
|
|
|
952
|
Morningstar Investment Management
Chicago,
Illinois
|
$555K
|
-$5.58K
|
-175
|
-1%
|
|
|
953
|
Bailard
Foster City,
California
|
$553K
|
–
|
–
|
–
|
|
|
954
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$552K
|
-$34.3K
|
-1,076
|
-6%
|
|
|
955
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$552K
|
+$510K
|
+16,015
|
New
|
|
|
956
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$549K
|
–
|
–
|
–
|
|
|
957
|
Astoria Portfolio Advisors
New York
|
$548K
|
+$4.24K
|
+133
|
+0.9%
|
|
|
958
|
MGO One Seven
Beachwood,
Ohio
|
$548K
|
+$503K
|
+15,805
|
New
|
|
|
959
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$547K
|
-$20.1K
|
-630
|
-4%
|
|
|
960
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$546K
|
-$542
|
-17
|
-0.1%
|
|
|
961
|
Parallel Advisors
San Francisco,
California
|
$545K
|
-$50K
|
-1,570
|
-9%
|
|
|
962
|
IFP Advisors
Tampa,
Florida
|
$545K
|
+$62.8K
|
+1,973
|
+14%
|
|
|
963
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$543K
|
+$29.1K
|
+914
|
+6%
|
|
|
964
|
Koshinski Asset Management
Decatur,
Illinois
|
$543K
|
-$44K
|
-1,380
|
-8%
|
|
|
965
|
Evercore Wealth Management
New York
|
$543K
|
+$37.9K
|
+1,191
|
+8%
|
|
|
966
|
NTV Asset Management
Charleston,
West Virginia
|
$540K
|
-$47.8K
|
-1,500
|
-9%
|
|
|
967
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$537K
|
-$99.9K
|
-3,137
|
-17%
|
|
|
968
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$536K
|
-$17.2K
|
-539
|
-3%
|
|
|
969
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$535K
|
+$701
|
+22
|
+0.1%
|
|
|
970
|
R.M. Davis Inc
Portland,
Maine
|
$535K
|
–
|
–
|
–
|
|
|
971
|
Castle Wealth Management
West Palm Beach,
Florida
|
$534K
|
+$11.7K
|
+367
|
+2%
|
|
|
972
|
NBT Bank
Norwich,
New York
|
$534K
|
+$23.9K
|
+750
|
+5%
|
|
|
973
|
IFG Advisory
Atlanta,
Georgia
|
$533K
|
+$52.1K
|
+1,637
|
+12%
|
|
|
974
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$533K
|
–
|
–
|
–
|
|
|
975
|
Waverly Advisors
Birmingham,
Alabama
|
$532K
|
+$41K
|
+1,288
|
+9%
|
|
