|
551
|
American Assets Investment Management
San Diego,
California
|
$780K
|
–
|
–
|
–
|
|
|
552
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$773K
|
-$991
|
-17
|
-0.1%
|
|
|
553
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$773K
|
+$566K
|
+9,712
|
+254%
|
|
|
554
|
Ballentine Partners
Waltham,
Massachusetts
|
$771K
|
+$78.5K
|
+1,347
|
+11%
|
|
|
555
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$767K
|
+$60.3K
|
+1,034
|
+8%
|
|
|
556
|
Confluence Investment Management
St. Louis,
Missouri
|
$762K
|
-$61.8K
|
-1,061
|
-7%
|
|
|
557
|
WealthSource Partners
San Luis Obispo,
California
|
$760K
|
-$144K
|
-2,476
|
-16%
|
|
|
558
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$754K
|
–
|
–
|
–
|
|
|
559
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$754K
|
+$991
|
+17
|
+0.1%
|
|
|
560
|
Connectus Wealth
Cincinnati,
Ohio
|
$754K
|
+$10.5K
|
+180
|
+1%
|
|
|
561
|
Western Financial Corp
San Diego,
California
|
$750K
|
+$765K
|
+13,119
|
New
|
|
|
562
|
TIAA FSB
Jacksonville,
Florida
|
$745K
|
-$331K
|
-5,685
|
-30%
|
|
|
563
|
|
$742K
|
+$757K
|
+12,988
|
New
|
|
|
564
|
Hartford Financial Management
Hartford,
Connecticut
|
$741K
|
–
|
–
|
–
|
|
|
565
|
Bank of the West
Monterey Park,
California
|
$739K
|
-$14.6K
|
-250
|
-2%
|
|
|
566
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$739K
|
-$7.4K
|
-127
|
-1%
|
|
|
567
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$738K
|
-$433K
|
-7,436
|
-37%
|
|
|
568
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$736K
|
+$750K
|
+12,872
|
New
|
|
|
569
|
Pettee Investors
Rowayton,
Connecticut
|
$728K
|
–
|
–
|
–
|
|
|
570
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$727K
|
+$58
|
+1
|
+0%
|
|
|
571
|
Mather Group
Chicago,
Illinois
|
$724K
|
+$1.69K
|
+29
|
+0.2%
|
|
|
572
|
Mraz Amerine & Associates
Modesto,
California
|
$723K
|
+$58
|
+1
|
+0%
|
|
|
573
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$722K
|
–
|
–
|
–
|
|
|
574
|
Quantinno Capital Management
New York
|
$721K
|
+$735K
|
+12,613
|
New
|
|
|
575
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$720K
|
+$51.3K
|
+881
|
+8%
|
|
