|
626
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$361K
|
+$202K
|
+1,169
|
+136%
|
|
|
627
|
Integrated Advisors Network
Dallas,
Texas
|
$357K
|
-$15.9K
|
-92
|
-4%
|
|
|
628
|
Personal Capital Advisors
Redwood City,
California
|
$355K
|
+$1.9K
|
+11
|
+0.6%
|
|
|
629
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$355K
|
+$346K
|
+2,000
|
New
|
|
|
630
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$354K
|
+$345K
|
+1,991
|
New
|
|
|
631
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$352K
|
-$74.9K
|
-433
|
-18%
|
|
|
632
|
Derby & Company
Newton,
Massachusetts
|
$351K
|
–
|
–
|
–
|
|
|
633
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$350K
|
+$341K
|
+1,972
|
New
|
|
|
634
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$347K
|
-$19.2K
|
-111
|
-5%
|
|
|
635
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$347K
|
-$5.36K
|
-31
|
-2%
|
|
|
636
|
Klingenstein Fields & Co
New York
|
$345K
|
-$17.3K
|
-100
|
-5%
|
|
|
637
|
Berry Group
Worcester,
Massachusetts
|
$343K
|
+$346
|
+2
|
+0.1%
|
|
|
638
|
IEQ Capital
Foster City,
California
|
$342K
|
+$115K
|
+663
|
+52%
|
|
|
639
|
1776 Wealth
Atlanta,
Georgia
|
$340K
|
-$30.8K
|
-178
|
-8%
|
|
|
640
|
GW & Wade
Wellesley,
Massachusetts
|
$340K
|
–
|
–
|
–
|
|
|
641
|
Tortoise Index Solutions
Overland Park,
Kansas
|
$338K
|
+$41K
|
+237
|
+14%
|
|
|
642
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$331K
|
–
|
–
|
–
|
|
|
643
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$330K
|
-$7.44K
|
-43
|
-2%
|
|
|
644
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$327K
|
-$53.8K
|
-311
|
-14%
|
|
|
645
|
IMA Advisory Services
Denver,
Colorado
|
$327K
|
–
|
–
|
–
|
|
|
646
|
|
$326K
|
+$15.1K
|
+87
|
+5%
|
|
|
647
|
Putnam Investments
Boston,
Massachusetts
|
$324K
|
-$1.07M
|
-6,177
|
-77%
|
|
|
648
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$323K
|
–
|
–
|
–
|
|
|
649
|
Sabal Trust
St. Petersburg,
Florida
|
$321K
|
+$312K
|
+1,806
|
New
|
|
|
650
|
|
$320K
|
–
|
–
|
–
|
|
