|
576
|
Whittier Trust
South Pasadena,
California
|
$46K
|
–
|
–
|
–
|
|
|
577
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$45K
|
–
|
–
|
–
|
|
|
578
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$45K
|
–
|
–
|
–
|
|
|
579
|
Geneos Wealth Management
Englewood,
Colorado
|
$44K
|
–
|
–
|
–
|
|
|
580
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$38K
|
-$132K
|
-2,625
|
-78%
|
|
|
581
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$37K
|
–
|
–
|
–
|
|
|
582
|
Proficio Capital Partners
Newton,
Massachusetts
|
$32K
|
-$7.57K
|
-150
|
-20%
|
|
|
583
|
High Point Bank & Trust
High Point,
North Carolina
|
$31K
|
–
|
–
|
–
|
|
|
584
|
First Personal Financial Services
Charlotte,
North Carolina
|
$29K
|
+$28.5K
|
+565
|
New
|
|
|
585
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$28K
|
-$10.8K
|
-215
|
-28%
|
|
|
586
|
AssetMark Inc
Concord,
California
|
$28K
|
-$4.54K
|
-90
|
-14%
|
|
|
587
|
Gemmer Asset Management
Walnut Creek,
California
|
$28K
|
–
|
–
|
–
|
|
|
588
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$27K
|
+$4.04K
|
+80
|
+18%
|
|
|
589
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$26K
|
–
|
–
|
–
|
|
|
590
|
Stanford Investment Group
Mountain View,
California
|
$26K
|
–
|
–
|
–
|
|
|
591
|
Acrospire Investment Management
Chicago,
Illinois
|
$26K
|
+$25.2K
|
+500
|
New
|
|
|
592
|
Hartford Financial Management
Hartford,
Connecticut
|
$25K
|
–
|
–
|
–
|
|
|
593
|
Next Financial Group
Houston,
Texas
|
$25K
|
–
|
–
|
–
|
|
|
594
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$25K
|
+$1.51K
|
+30
|
+7%
|
|
|
595
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$23K
|
–
|
–
|
–
|
|
|
596
|
Balentine LLC
Atlanta,
Georgia
|
$22K
|
+$7.57K
|
+150
|
+53%
|
|
|
597
|
Riverhead Capital Management
Wilmington,
Delaware
|
$21K
|
-$19.7M
|
-390,590
|
-99%
|
|
|
598
|
Glassman Wealth Services
Vienna,
Virginia
|
$19K
|
–
|
–
|
–
|
|
|
599
|
Tarbox Family Office
Newport Beach,
California
|
$19K
|
–
|
–
|
–
|
|
|
600
|
Vigilant Capital Management
Portland,
Maine
|
$19K
|
+$18.7K
|
+370
|
New
|
|
