|
651
|
Harbour Investments
Madison,
Wisconsin
|
$325K
|
–
|
–
|
–
|
|
|
652
|
Perigon Wealth Management
San Francisco,
California
|
$325K
|
+$40K
|
+415
|
+12%
|
|
|
653
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$324K
|
-$57.4K
|
-595
|
-14%
|
|
|
654
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$324K
|
+$62.3K
|
+646
|
+21%
|
|
|
655
|
Court Place Advisors
Ellicott City,
Maryland
|
$322K
|
-$19.3K
|
-200
|
-5%
|
|
|
656
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$322K
|
+$675
|
+7
|
+0.2%
|
|
|
657
|
Centre Asset Management
New York
|
$319K
|
+$2.31K
|
+24
|
+0.6%
|
|
|
658
|
Mission Wealth Management
Santa Barbara,
California
|
$318K
|
+$52K
|
+539
|
+17%
|
|
|
659
|
Bessemer Group
Woodbridge,
New Jersey
|
$314K
|
+$54.4K
|
+564
|
+18%
|
|
|
660
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$312K
|
+$20.6K
|
+214
|
+6%
|
|
|
661
|
Clarius Group LLC
Seattle,
Washington
|
$311K
|
+$28.6K
|
+296
|
+9%
|
|
|
662
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$307K
|
+$4.82K
|
+50
|
+1%
|
|
|
663
|
Private Trust Company
Cleveland,
Ohio
|
$304K
|
-$306K
|
-3,171
|
-47%
|
|
|
664
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$303K
|
–
|
–
|
–
|
|
|
665
|
Schnieders Capital Management
Pasadena,
California
|
$303K
|
–
|
–
|
–
|
|
|
666
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$303K
|
+$97.7K
|
+1,013
|
+40%
|
|
|
667
|
WhitTier Trust Company
Reno,
Nevada
|
$298K
|
+$23K
|
+238
|
+7%
|
|
|
668
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$297K
|
+$18K
|
+187
|
+6%
|
|
|
669
|
Campbell Wealth Management
Alexandria,
Virginia
|
$296K
|
+$23.1K
|
+239
|
+7%
|
|
|
670
|
Merit Financial Group
Alpharetta,
Georgia
|
$295K
|
+$332K
|
+3,442
|
New
|
|
|
671
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$294K
|
–
|
–
|
–
|
|
|
672
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$294K
|
–
|
–
|
–
|
|
|
673
|
Fund Management at Engine No 1
San Francisco,
California
|
$292K
|
-$15.9K
|
-165
|
-5%
|
|
|
674
|
Holderness Investments Company
Greensboro,
North Carolina
|
$292K
|
–
|
–
|
–
|
|
|
675
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$292K
|
–
|
–
|
–
|
|
