|
651
|
Cedar Wealth Management
Walnut Creek,
California
|
$922K
|
+$157K
|
+3,336
|
+20%
|
|
|
652
|
MMBG Investment Advisors
Miami,
Florida
|
$920K
|
–
|
–
|
–
|
|
|
653
|
Tocqueville Asset Management
New York
|
$908K
|
-$65.4K
|
-1,385
|
-6%
|
|
|
654
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$906K
|
–
|
–
|
–
|
|
|
655
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$905K
|
-$65.6K
|
-1,390
|
-6%
|
|
|
656
|
Intrua Financial
Houston,
Texas
|
$898K
|
-$33.1K
|
-701
|
-3%
|
|
|
657
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$875K
|
-$32.9K
|
-698
|
-3%
|
|
|
658
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$875K
|
-$14.7K
|
-311
|
-2%
|
|
|
659
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$873K
|
–
|
–
|
–
|
|
|
660
|
Peak Asset Management
Louisville,
Colorado
|
$869K
|
+$37.8K
|
+800
|
+4%
|
|
|
661
|
Whalerock Point Partners
Providence,
Rhode Island
|
$868K
|
–
|
–
|
–
|
|
|
662
|
Wambolt & Associates
Littleton,
Colorado
|
$865K
|
-$151K
|
-3,200
|
-15%
|
|
|
663
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$864K
|
+$23K
|
+488
|
+3%
|
|
|
664
|
Perennial Advisors
New York
|
$855K
|
+$161K
|
+3,407
|
+22%
|
|
|
665
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$853K
|
–
|
–
|
–
|
|
|
666
|
Nuveen
Charlotte,
North Carolina
|
$851K
|
–
|
–
|
–
|
|
|
667
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$851K
|
+$607K
|
+12,853
|
+214%
|
|
|
668
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$850K
|
–
|
–
|
–
|
|
|
669
|
Patton Fund Management
Dallas,
Texas
|
$850K
|
–
|
–
|
–
|
|
|
670
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$849K
|
+$887K
|
+18,794
|
New
|
|
|
671
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$849K
|
–
|
–
|
–
|
|
|
672
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$848K
|
-$382K
|
-8,092
|
-30%
|
|
|
673
|
SVB Investment Services
Salt Lake City,
Utah
|
$843K
|
-$47
|
-1
|
-0%
|
|
|
674
|
WealthShield Partners
Cary,
North Carolina
|
$838K
|
-$194K
|
-4,105
|
-18%
|
|
|
675
|
Farmers Trust Company
Youngstown,
Ohio
|
$837K
|
–
|
–
|
–
|
|
