|
301
|
Legacy Private Trust
Neenah,
Wisconsin
|
$640K
|
–
|
–
|
–
|
|
|
302
|
Bailard
Foster City,
California
|
$637K
|
–
|
–
|
–
|
|
|
303
|
Independent Wealth Network
Urbandale,
Iowa
|
$636K
|
+$592K
|
+7,288
|
New
|
|
|
304
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$634K
|
–
|
–
|
–
|
|
|
305
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$634K
|
–
|
–
|
–
|
|
|
306
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$631K
|
–
|
–
|
–
|
|
|
307
|
|
$628K
|
+$619K
|
+7,622
|
New
|
|
|
308
|
IFP Advisors
Tampa,
Florida
|
$625K
|
+$12.5K
|
+154
|
+2%
|
|
|
309
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$617K
|
-$18.7K
|
-230
|
-3%
|
|
|
310
|
Lyell Wealth Management
Menlo Park,
California
|
$615K
|
–
|
–
|
–
|
|
|
311
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$613K
|
+$487
|
+6
|
+0.1%
|
|
|
312
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$612K
|
+$406
|
+5
|
+0.1%
|
|
|
313
|
Allen Investment Management
New York
|
$598K
|
–
|
–
|
–
|
|
|
314
|
Cetera Advisors
Denver,
Colorado
|
$595K
|
+$54.1K
|
+667
|
+10%
|
|
|
315
|
Harbour Investments
Madison,
Wisconsin
|
$587K
|
+$18.8K
|
+231
|
+3%
|
|
|
316
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$584K
|
–
|
–
|
–
|
|
|
317
|
Private Management Group
Irvine,
California
|
$584K
|
–
|
–
|
–
|
|
|
318
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$584K
|
+$3.57K
|
+44
|
+0.6%
|
|
|
319
|
Cobblestone Capital Advisors
Rochester,
New York
|
$581K
|
–
|
–
|
–
|
|
|
320
|
WMS Partners
Towson,
Maryland
|
$572K
|
–
|
–
|
–
|
|
|
321
|
WealthSource Partners
San Luis Obispo,
California
|
$571K
|
-$90.9K
|
-1,120
|
-13%
|
|
|
322
|
Welch & Forbes
Boston,
Massachusetts
|
$571K
|
–
|
–
|
–
|
|
|
323
|
Perigon Wealth Management
San Francisco,
California
|
$570K
|
-$136K
|
-1,676
|
-19%
|
|
|
324
|
CRA Financial Services
Northfield,
New Jersey
|
$565K
|
-$34.5K
|
-425
|
-6%
|
|
|
325
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$564K
|
+$162
|
+2
|
+0%
|
|
