|
701
|
Trust Company of Toledo
Holland,
Ohio
|
$243K
|
–
|
–
|
–
|
|
|
702
|
King Wealth Management Group
Naples,
Florida
|
$243K
|
+$243K
|
+1,169
|
New
|
|
|
703
|
Kings Point Capital Management
Great Neck,
New York
|
$240K
|
-$8.73K
|
-42
|
-4%
|
|
|
704
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
$239K
|
–
|
–
|
–
|
|
|
705
|
Cabot-Wellington
Boston,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
706
|
1ST Source Bank
South Bend,
Indiana
|
$236K
|
+$15.6K
|
+75
|
+7%
|
|
|
707
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$235K
|
+$235K
|
+1,130
|
New
|
|
|
708
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$231K
|
-$4.16K
|
-20
|
-2%
|
|
|
709
|
Winfield Associates
Cleveland,
Ohio
|
$230K
|
–
|
–
|
–
|
|
|
710
|
Reilly Financial Advisors
La Mesa,
California
|
$229K
|
+$34.7K
|
+167
|
+18%
|
|
|
711
|
Partnervest Advisory Services
Santa Barbara,
California
|
$227K
|
-$165K
|
-792
|
-42%
|
|
|
712
|
Smith Hayes Advisers
Lincoln,
Nebraska
|
$227K
|
+$25.6K
|
+123
|
+13%
|
|
|
713
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$225K
|
–
|
–
|
–
|
|
|
714
|
Burney Company
Reston,
Virginia
|
$221K
|
+$221K
|
+1,062
|
New
|
|
|
715
|
Oakbrook Investments
Lisle,
Illinois
|
$218K
|
-$96.7K
|
-465
|
-31%
|
|
|
716
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$217K
|
-$86.5K
|
-416
|
-28%
|
|
|
717
|
BKS Advisors
Southfield,
Michigan
|
$217K
|
+$217K
|
+1,043
|
New
|
|
|
718
|
Valley Wealth Managers
Paramus,
New Jersey
|
$213K
|
-$10.4K
|
-50
|
-5%
|
|
|
719
|
Callan Capital
La Jolla,
California
|
$212K
|
–
|
–
|
–
|
|
|
720
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$209K
|
+$209K
|
+1,007
|
New
|
|
|
721
|
Eaton Vance Management
Boston,
Massachusetts
|
$208K
|
-$196K
|
-944
|
-48%
|
|
|
722
|
Segment Wealth Management
Houston,
Texas
|
$208K
|
-$95.6K
|
-460
|
-32%
|
|
|
723
|
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
|
$208K
|
–
|
–
|
–
|
|
|
724
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$207K
|
–
|
–
|
–
|
|
|
725
|
TD Asset Management
Toronto,
Ontario, Canada
|
$207K
|
+$203K
|
+978
|
New
|
|
