|
701
|
EP Wealth Advisors
Torrance,
California
|
$604K
|
–
|
–
|
–
|
|
|
702
|
Hills Bank & Trust
North Liberty,
Iowa
|
$600K
|
–
|
–
|
–
|
|
|
703
|
Apex Capital Management
Dayton,
Ohio
|
$598K
|
-$9.2K
|
-100
|
-1%
|
|
|
704
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$598K
|
-$828
|
-9
|
-0.1%
|
|
|
705
|
Dynamic Capital Management
St. Helier,
Jersey
|
$598K
|
+$607K
|
+6,600
|
New
|
|
|
706
|
Bridges Investment Counsel
Omaha,
Nebraska
|
$593K
|
–
|
–
|
–
|
|
|
707
|
Tarbox Family Office
Newport Beach,
California
|
$592K
|
-$18.5K
|
-201
|
-3%
|
|
|
708
|
|
$591K
|
-$92
|
-1
|
-0%
|
|
|
709
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$591K
|
+$34.5K
|
+375
|
+6%
|
|
|
710
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$590K
|
-$8.18K
|
-89
|
-1%
|
|
|
711
|
Catalyst Capital Advisors
Huntington,
New York
|
$589K
|
+$598K
|
+6,500
|
New
|
|
|
712
|
Capstone Investment Advisors
New York
|
$584K
|
+$594K
|
+6,457
|
New
|
|
|
713
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$583K
|
+$62.1K
|
+675
|
+12%
|
|
|
714
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$582K
|
+$36.3K
|
+395
|
+7%
|
|
|
715
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$580K
|
+$193K
|
+2,100
|
+49%
|
|
|
716
|
Evercore Wealth Management
New York
|
$577K
|
+$17.3K
|
+188
|
+3%
|
|
|
717
|
Long Wharf Investors
Boston,
Massachusetts
|
$571K
|
+$17.5K
|
+190
|
+3%
|
|
|
718
|
Dowling & Yahnke
San Diego,
California
|
$568K
|
-$66.4K
|
-722
|
-10%
|
|
|
719
|
WFG Advisors
Dallas,
Texas
|
$567K
|
-$26.6K
|
-289
|
-4%
|
|
|
720
|
Harvey Capital Management
Palm Beach,
Florida
|
$562K
|
–
|
–
|
–
|
|
|
721
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$558K
|
+$92
|
+1
|
+0%
|
|
|
722
|
VSR Financial Services
Overland Park,
Kansas
|
$555K
|
+$112K
|
+1,218
|
+25%
|
|
|
723
|
|
$552K
|
–
|
–
|
–
|
|
|
724
|
Whalerock Point Partners
Providence,
Rhode Island
|
$552K
|
+$36.8K
|
+400
|
+7%
|
|
|
725
|
Williams Jones & Associates
New York
|
$548K
|
-$556K
|
-6,050
|
-50%
|
|
