|
701
|
Bank of the West
Monterey Park,
California
|
$270K
|
+$308K
|
+13,201
|
New
|
|
|
702
|
CPWM LLC
Seattle,
Washington
|
$267K
|
+$16.7K
|
+714
|
+6%
|
|
|
703
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$267K
|
+$60.9K
|
+2,609
|
+25%
|
|
|
704
|
GAM Holding
Zurich,
Switzerland
|
$266K
|
-$2.06M
|
-88,274
|
-87%
|
|
|
705
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$266K
|
+$303K
|
+13,005
|
New
|
|
|
706
|
Valeo Financial Advisors
Carmel,
Indiana
|
$264K
|
-$32.4K
|
-1,389
|
-10%
|
|
|
707
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$263K
|
–
|
–
|
–
|
|
|
708
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$259K
|
-$40.5K
|
-1,735
|
-12%
|
|
|
709
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$259K
|
-$17.5K
|
-750
|
-6%
|
|
|
710
|
Petrus Trust Company
Dallas,
Texas
|
$259K
|
+$99K
|
+4,243
|
+51%
|
|
|
711
|
Vivaldi Capital Management
Chicago,
Illinois
|
$258K
|
+$294K
|
+12,590
|
New
|
|
|
712
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$256K
|
–
|
–
|
–
|
|
|
713
|
|
$254K
|
-$570K
|
-24,432
|
-66%
|
|
|
714
|
Wellington Shields & Co
New York
|
$254K
|
-$2.33K
|
-100
|
-0.8%
|
|
|
715
|
Brown Advisory Securities
Baltimore,
Maryland
|
$250K
|
-$13K
|
-559
|
-4%
|
|
|
716
|
Brown Brothers Harriman & Co
New York
|
$249K
|
-$45.7K
|
-1,960
|
-14%
|
|
|
717
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$249K
|
+$18.5K
|
+795
|
+7%
|
|
|
718
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$249K
|
+$173K
|
+7,418
|
+157%
|
|
|
719
|
Beck Mack & Oliver
New York
|
$246K
|
–
|
–
|
–
|
|
|
720
|
CSat Investment Advisory
Detroit,
Michigan
|
$246K
|
+$169K
|
+7,225
|
+151%
|
|
|
721
|
Parallel Advisors
San Francisco,
California
|
$244K
|
+$793
|
+34
|
+0.3%
|
|
|
722
|
Cedar Wealth Management
Walnut Creek,
California
|
$241K
|
-$55.5K
|
-2,380
|
-17%
|
|
|
723
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$237K
|
-$24.6K
|
-1,054
|
-8%
|
|
|
724
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$236K
|
+$269K
|
+11,549
|
New
|
|
|
725
|
Gables Capital Management
Miami,
Florida
|
$234K
|
-$23.3K
|
-1,000
|
-8%
|
|
