|
601
|
Global Financial Private Client
Sarasota,
Florida
|
$283K
|
+$17.2K
|
+354
|
+7%
|
|
|
602
|
CreativeOne Wealth
Overland Park,
Kansas
|
$282K
|
+$270K
|
+5,566
|
New
|
|
|
603
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$274K
|
+$263K
|
+5,419
|
New
|
|
|
604
|
Gofen & Glossberg
Chicago,
Illinois
|
$270K
|
+$258K
|
+5,329
|
New
|
|
|
605
|
|
$269K
|
-$104K
|
-2,143
|
-29%
|
|
|
606
|
Neville Rodie & Shaw
New York
|
$269K
|
-$53.5K
|
-1,103
|
-17%
|
|
|
607
|
Cresset Asset Management
Chicago,
Illinois
|
$262K
|
+$250K
|
+5,168
|
New
|
|
|
608
|
LexAurum Advisors
Overland Park,
Kansas
|
$261K
|
+$250K
|
+5,159
|
New
|
|
|
609
|
Montag & Associates
Atlanta,
Georgia
|
$259K
|
-$22.3K
|
-460
|
-8%
|
|
|
610
|
American Portfolios Advisors
Holbrook,
New York
|
$258K
|
-$32.9K
|
-679
|
-12%
|
|
|
611
|
Security National Trust
Wheeling,
West Virginia
|
$254K
|
-$62K
|
-1,279
|
-20%
|
|
|
612
|
Intrua Financial
Houston,
Texas
|
$254K
|
+$260K
|
+5,358
|
New
|
|
|
613
|
TD Private Client Wealth
New York
|
$253K
|
+$57.4K
|
+1,184
|
+31%
|
|
|
614
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$253K
|
+$242K
|
+4,985
|
New
|
|
|
615
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$251K
|
-$387K
|
-7,979
|
-62%
|
|
|
616
|
Monte Financial Group
Guilford,
Connecticut
|
$250K
|
+$240K
|
+4,942
|
New
|
|
|
617
|
Lyon Street Capital
Sausalito,
California
|
$248K
|
-$974K
|
-20,095
|
-80%
|
|
|
618
|
Holt Capital Partners
Fort Worth,
Texas
|
$248K
|
+$237K
|
+4,900
|
New
|
|
|
619
|
Bourne Lent Asset Management
Pawling,
New York
|
$246K
|
+$235K
|
+4,851
|
New
|
|
|
620
|
Dowling & Yahnke
San Diego,
California
|
$239K
|
-$179K
|
-3,685
|
-44%
|
|
|
621
|
MGO One Seven
Beachwood,
Ohio
|
$239K
|
+$229K
|
+4,715
|
New
|
|
|
622
|
Frontier Wealth Management
Kansas City,
Missouri
|
$236K
|
-$537K
|
-11,080
|
-70%
|
|
|
623
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$235K
|
–
|
–
|
–
|
|
|
624
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$232K
|
+$223K
|
+4,598
|
New
|
|
|
625
|
Canandaigua National Corp
Canandaigua,
New York
|
$231K
|
+$221K
|
+4,552
|
New
|
|
