|
876
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.25M
|
+$152K
|
+561
|
+7%
|
|
|
877
|
|
$2.25M
|
-$22.8K
|
-84
|
-0.9%
|
|
|
878
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$2.25M
|
+$118K
|
+436
|
+5%
|
|
|
879
|
Affiance Financial
St. Louis Park,
Minnesota
|
$2.25M
|
+$101K
|
+373
|
+4%
|
|
|
880
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.24M
|
+$2.24M
|
+8,232
|
New
|
|
|
881
|
Sequoia Wealth Management
Hoffman Estates,
Illinois
|
$2.22M
|
-$455K
|
-1,674
|
-16%
|
|
|
882
|
|
$2.17M
|
-$180K
|
-662
|
-7%
|
|
|
883
|
Prospera Financial Services
Dallas,
Texas
|
$2.17M
|
+$494K
|
+1,818
|
+27%
|
|
|
884
|
Provident Investment Management
Novi,
Michigan
|
$2.15M
|
-$180K
|
-661
|
-7%
|
|
|
885
|
|
$2.14M
|
+$535K
|
+1,971
|
+30%
|
|
|
886
|
Bray Capital Advisors
Naples,
Florida
|
$2.14M
|
-$1.81M
|
-6,664
|
-44%
|
|
|
887
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$2.13M
|
+$19.6K
|
+72
|
+0.9%
|
|
|
888
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.12M
|
+$2.29M
|
+8,416
|
New
|
|
|
889
|
Cohen Capital Management
Corte Madera,
California
|
$2.11M
|
–
|
–
|
–
|
|
|
890
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$2.09M
|
-$41K
|
-151
|
-2%
|
|
|
891
|
|
$2.08M
|
+$2.25M
|
+8,284
|
New
|
|
|
892
|
Corient Capital Partners
Newport Beach,
California
|
$2.08M
|
-$99.1K
|
-365
|
-4%
|
|
|
893
|
Evensky & Katz
Coral Gables,
Florida
|
$2.07M
|
+$807K
|
+2,970
|
+56%
|
|
|
894
|
First Interstate Bank
Billings,
Montana
|
$2.06M
|
-$74.4K
|
-274
|
-3%
|
|
|
895
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.06M
|
+$183K
|
+673
|
+9%
|
|
|
896
|
Rikoon Group
Santa Fe,
New Mexico
|
$2.04M
|
+$8.96K
|
+33
|
+0.4%
|
|
|
897
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$2.04M
|
+$969K
|
+3,568
|
+78%
|
|
|
898
|
SNS Financial Group
Minneapolis,
Minnesota
|
$2.04M
|
+$19.6K
|
+72
|
+0.9%
|
|
|
899
|
Smart Money Group
Eastland,
Texas
|
$2.03M
|
-$12.8K
|
-47
|
-0.6%
|
|
|
900
|
Empirical Finance
Havertown,
Pennsylvania
|
$2.03M
|
+$2.19M
|
+8,078
|
New
|
|
