|
726
|
Surevest
Los Angeles,
California
|
$3.31M
|
+$588K
|
+6,988
|
+18%
|
|
|
727
|
Fruth Investment Management
Houston,
Texas
|
$3.31M
|
-$37.8K
|
-450
|
-1%
|
|
|
728
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.28M
|
-$293K
|
-3,486
|
-7%
|
|
|
729
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.28M
|
+$3.83M
|
+45,597
|
New
|
|
|
730
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.28M
|
-$138K
|
-1,635
|
-3%
|
|
|
731
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.25M
|
+$63.8K
|
+759
|
+2%
|
|
|
732
|
Cohen Klingenstein
New York
|
$3.23M
|
–
|
–
|
–
|
|
|
733
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$3.22M
|
+$1.93M
|
+22,937
|
+102%
|
|
|
734
|
|
$3.22M
|
+$152K
|
+1,808
|
+4%
|
|
|
735
|
Asset Planning Services Inc
Covington,
Louisiana
|
$3.2M
|
-$40.4K
|
-480
|
-1%
|
|
|
736
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$3.17M
|
-$407K
|
-4,838
|
-10%
|
|
|
737
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$3.16M
|
+$245K
|
+2,912
|
+7%
|
|
|
738
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.15M
|
-$260K
|
-3,089
|
-7%
|
|
|
739
|
One Capital Management
Westlake Village,
California
|
$3.15M
|
+$111K
|
+1,317
|
+3%
|
|
|
740
|
Perigon Wealth Management
San Francisco,
California
|
$3.15M
|
+$271K
|
+3,223
|
+8%
|
|
|
741
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$3.14M
|
-$430K
|
-5,112
|
-10%
|
|
|
742
|
Affinity Investment Advisors
Newport Beach,
California
|
$3.14M
|
+$268K
|
+3,190
|
+8%
|
|
|
743
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$3.13M
|
+$49.9K
|
+593
|
+1%
|
|
|
744
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$3.13M
|
+$706K
|
+8,399
|
+24%
|
|
|
745
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.12M
|
+$942K
|
+11,199
|
+35%
|
|
|
746
|
Grimes & Company
Westborough,
Massachusetts
|
$3.12M
|
+$718K
|
+8,539
|
+25%
|
|
|
747
|
|
$3.11M
|
+$112K
|
+1,326
|
+3%
|
|
|
748
|
Community Bank
Dewitt,
New York
|
$3.09M
|
+$179K
|
+2,130
|
+5%
|
|
|
749
|
Reilly Herbert Faulkner III
|
$3.08M
|
+$109K
|
+1,299
|
+3%
|
|
|
750
|
Martin Capital Partners
Eugene,
Oregon
|
$3.08M
|
-$67.4K
|
-801
|
-2%
|
|
