|
701
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$311K
|
–
|
–
|
–
|
|
|
702
|
Dowling & Yahnke
San Diego,
California
|
$311K
|
–
|
–
|
–
|
|
|
703
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$310K
|
+$304K
|
+8,903
|
New
|
|
|
704
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$310K
|
+$304K
|
+8,905
|
New
|
|
|
705
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$309K
|
–
|
–
|
–
|
|
|
706
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$309K
|
–
|
–
|
–
|
|
|
707
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$306K
|
-$92.7K
|
-2,713
|
-24%
|
|
|
708
|
Altium Wealth Management
Purchase,
New York
|
$304K
|
+$32.2K
|
+943
|
+12%
|
|
|
709
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$300K
|
+$4.89K
|
+143
|
+2%
|
|
|
710
|
Essex Savings Bank
Essex,
Connecticut
|
$299K
|
–
|
–
|
–
|
|
|
711
|
NorthRock Partners
Minneapolis,
Minnesota
|
$297K
|
+$292K
|
+8,535
|
New
|
|
|
712
|
First Nebraska Trust
Lincoln,
Nebraska
|
$296K
|
–
|
–
|
–
|
|
|
713
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$295K
|
-$464K
|
-13,572
|
-62%
|
|
|
714
|
Kaydan Wealth Management
Fenton,
Michigan
|
$294K
|
+$289K
|
+8,455
|
New
|
|
|
715
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$294K
|
-$8.73M
|
-255,396
|
-97%
|
|
|
716
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$290K
|
+$22.7K
|
+665
|
+9%
|
|
|
717
|
Altavista Wealth Management
Asheville,
North Carolina
|
$289K
|
–
|
–
|
–
|
|
|
718
|
Farmers Trust Company
Youngstown,
Ohio
|
$289K
|
–
|
–
|
–
|
|
|
719
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$288K
|
–
|
–
|
–
|
|
|
720
|
Aspiriant LLC
Los Angeles,
California
|
$286K
|
+$51.1K
|
+1,495
|
+22%
|
|
|
721
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$284K
|
+$279K
|
+8,151
|
New
|
|
|
722
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$283K
|
+$6.25K
|
+183
|
+2%
|
|
|
723
|
MKD Wealth Coaches
Troy,
Michigan
|
$282K
|
-$18.9K
|
-552
|
-6%
|
|
|
724
|
Trexquant Investment
Stamford,
Connecticut
|
$282K
|
+$277K
|
+8,113
|
New
|
|
|
725
|
Freestone Capital Holdings
Seattle,
Washington
|
$280K
|
-$45.8K
|
-1,341
|
-14%
|
|
