|
526
|
Whittier Trust
South Pasadena,
California
|
$948K
|
+$5.32K
|
+35
|
+0.6%
|
|
|
527
|
SOA Wealth Advisors
New York
|
$947K
|
–
|
–
|
–
|
|
|
528
|
PACK Private Wealth
Wayzata,
Minnesota
|
$937K
|
+$910K
|
+5,981
|
New
|
|
|
529
|
Community Bank
Dewitt,
New York
|
$928K
|
–
|
–
|
–
|
|
|
530
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$916K
|
+$3.19K
|
+21
|
+0.4%
|
|
|
531
|
Tarbox Family Office
Newport Beach,
California
|
$907K
|
+$1.37K
|
+9
|
+0.2%
|
|
|
532
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$897K
|
+$42K
|
+276
|
+5%
|
|
|
533
|
Coldstream Capital Management
Bellevue,
Washington
|
$895K
|
+$202K
|
+1,331
|
+30%
|
|
|
534
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$893K
|
+$7.6K
|
+50
|
+0.9%
|
|
|
535
|
West Oak Capital
Westlake Village,
California
|
$891K
|
+$108K
|
+707
|
+14%
|
|
|
536
|
Koshinski Asset Management
Decatur,
Illinois
|
$890K
|
-$14.1K
|
-93
|
-2%
|
|
|
537
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$875K
|
-$153K
|
-1,008
|
-15%
|
|
|
538
|
Capital One Financial
Mclean,
Virginia
|
$873K
|
+$342K
|
+2,250
|
+68%
|
|
|
539
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$868K
|
+$842K
|
+5,540
|
New
|
|
|
540
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$865K
|
-$24.3K
|
-160
|
-3%
|
|
|
541
|
|
$864K
|
+$839K
|
+5,515
|
New
|
|
|
542
|
Security Financial Services
Fort Wayne,
Indiana
|
$861K
|
+$836K
|
+5,498
|
New
|
|
|
543
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$859K
|
–
|
–
|
–
|
|
|
544
|
Evanson Asset Management
Carmel,
California
|
$856K
|
+$760
|
+5
|
+0.1%
|
|
|
545
|
Summit Financial
Parsippany,
New Jersey
|
$851K
|
+$51.7K
|
+340
|
+7%
|
|
|
546
|
Conning Inc
Hartford,
Connecticut
|
$851K
|
-$81.8K
|
-538
|
-9%
|
|
|
547
|
Boston Family Office
Boston,
Massachusetts
|
$851K
|
–
|
–
|
–
|
|
|
548
|
Bessemer Group
Woodbridge,
New Jersey
|
$845K
|
-$76K
|
-500
|
-8%
|
|
|
549
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$845K
|
+$304
|
+2
|
+0%
|
|
|
550
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$844K
|
-$11.4K
|
-75
|
-1%
|
|
