|
701
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$1.76M
|
+$340K
|
+4,742
|
+23%
|
|
|
702
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.76M
|
+$69K
|
+963
|
+4%
|
|
|
703
|
Shone Asset Management
Walnut Creek,
California
|
$1.76M
|
-$33.4K
|
-466
|
-2%
|
|
|
704
|
Tri-Star Advisors
Houston,
Texas
|
$1.75M
|
-$1.97M
|
-27,424
|
-54%
|
|
|
705
|
Peterson Wealth Advisors
Orem,
Utah
|
$1.75M
|
+$11.5K
|
+161
|
+0.6%
|
|
|
706
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.75M
|
+$152K
|
+2,119
|
+9%
|
|
|
707
|
SEI Investments
Oaks,
Pennsylvania
|
$1.75M
|
-$1.05M
|
-14,605
|
-37%
|
|
|
708
|
Prospera Financial Services
Dallas,
Texas
|
$1.75M
|
-$1.69M
|
-23,650
|
-49%
|
|
|
709
|
R.W. Roge & Company
Bohemia,
New York
|
$1.74M
|
-$371K
|
-5,172
|
-19%
|
|
|
710
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1.74M
|
-$118K
|
-1,652
|
-6%
|
|
|
711
|
Next Financial Group
Houston,
Texas
|
$1.74M
|
-$32.8K
|
-457
|
-2%
|
|
|
712
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$1.73M
|
+$609K
|
+8,501
|
+53%
|
|
|
713
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.72M
|
–
|
–
|
–
|
|
|
714
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.7M
|
+$22.1K
|
+309
|
+1%
|
|
|
715
|
S&T Bank
Indiana,
Pennsylvania
|
$1.7M
|
+$860K
|
+11,994
|
+98%
|
|
|
716
|
Iowa State Bank
Urbandale,
Iowa
|
$1.69M
|
+$399K
|
+5,561
|
+30%
|
|
|
717
|
Parthenon LLC
Louisville,
Kentucky
|
$1.68M
|
–
|
–
|
–
|
|
|
718
|
CRA Financial Services
Northfield,
New Jersey
|
$1.68M
|
-$92.4K
|
-1,289
|
-5%
|
|
|
719
|
White Pine Investment Company
Livonia,
Michigan
|
$1.68M
|
-$282K
|
-3,938
|
-14%
|
|
|
720
|
Integrated Advisors Network
Dallas,
Texas
|
$1.68M
|
+$220K
|
+3,070
|
+15%
|
|
|
721
|
RiverGlades Family Offices
Naples,
Florida
|
$1.67M
|
-$5.16K
|
-72
|
-0.3%
|
|
|
722
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$1.67M
|
-$24.7K
|
-345
|
-1%
|
|
|
723
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$1.65M
|
–
|
–
|
–
|
|
|
724
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.65M
|
-$6.24K
|
-87
|
-0.4%
|
|
|
725
|
Occidental Asset Management
Burlingame,
California
|
$1.65M
|
-$2.87K
|
-40
|
-0.2%
|
|
