|
651
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$317K
|
–
|
–
|
–
|
|
|
652
|
Spinnaker Trust
Portland,
Maine
|
$315K
|
–
|
–
|
–
|
|
|
653
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$314K
|
-$15.8K
|
-131
|
-5%
|
|
|
654
|
Institute for Wealth Management
Denver,
Colorado
|
$312K
|
-$10.9K
|
-90
|
-4%
|
|
|
655
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$312K
|
+$49K
|
+405
|
+20%
|
|
|
656
|
R.M. Davis Inc
Portland,
Maine
|
$311K
|
–
|
–
|
–
|
|
|
657
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$311K
|
+$294K
|
+2,429
|
New
|
|
|
658
|
Epstein & White Financial
San Diego,
California
|
$310K
|
-$24.4K
|
-202
|
-8%
|
|
|
659
|
QCM Cayman
Houston,
Texas
|
$310K
|
+$293K
|
+2,420
|
New
|
|
|
660
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$306K
|
-$64.7K
|
-535
|
-18%
|
|
|
661
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$304K
|
-$1.21K
|
-10
|
-0.4%
|
|
|
662
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$304K
|
+$287K
|
+2,375
|
New
|
|
|
663
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$302K
|
-$11.1K
|
-92
|
-4%
|
|
|
664
|
Close Asset Management
London,
United Kingdom
|
$301K
|
–
|
–
|
–
|
|
|
665
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$295K
|
-$3.39K
|
-28
|
-1%
|
|
|
666
|
Klingman & Associates
New York
|
$295K
|
–
|
–
|
–
|
|
|
667
|
Northstar Investment Advisors
Denver,
Colorado
|
$295K
|
–
|
–
|
–
|
|
|
668
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$294K
|
-$798K
|
-6,600
|
-74%
|
|
|
669
|
Insight Wealth Strategies
San Ramon,
California
|
$288K
|
-$60.7K
|
-502
|
-18%
|
|
|
670
|
Hutchinson Capital Management
San Rafael,
California
|
$288K
|
–
|
–
|
–
|
|
|
671
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$288K
|
–
|
–
|
–
|
|
|
672
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$284K
|
-$44.4K
|
-367
|
-14%
|
|
|
673
|
Colorado Capital Management
Boulder,
Colorado
|
$282K
|
+$1.45K
|
+12
|
+0.5%
|
|
|
674
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$280K
|
–
|
–
|
–
|
|
|
675
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$276K
|
+$261K
|
+2,154
|
New
|
|
