|
551
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$715K
|
+$717K
|
+6,049
|
New
|
|
|
552
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$712K
|
–
|
–
|
–
|
|
|
553
|
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
$710K
|
-$1.09M
|
-9,217
|
-61%
|
|
|
554
|
Sigma Investment Counselors
Northville,
Michigan
|
$703K
|
-$199K
|
-1,679
|
-22%
|
|
|
555
|
Intersect Capital
San Ramon,
California
|
$698K
|
+$2.85K
|
+24
|
+0.4%
|
|
|
556
|
Gofen & Glossberg
Chicago,
Illinois
|
$695K
|
–
|
–
|
–
|
|
|
557
|
Pacific Financial Group
Bellevue,
Washington
|
$688K
|
-$294K
|
-2,481
|
-30%
|
|
|
558
|
Curi RMB Capital
Chicago,
Illinois
|
$688K
|
+$830
|
+7
|
+0.1%
|
|
|
559
|
Coldstream Capital Management
Bellevue,
Washington
|
$685K
|
-$1.9K
|
-16
|
-0.3%
|
|
|
560
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$685K
|
–
|
–
|
–
|
|
|
561
|
Choate Investment Advisors
Boston,
Massachusetts
|
$682K
|
–
|
–
|
–
|
|
|
562
|
West Paces Advisors
Atlanta,
Georgia
|
$667K
|
–
|
–
|
–
|
|
|
563
|
Bailard
Foster City,
California
|
$667K
|
+$670K
|
+5,647
|
New
|
|
|
564
|
|
$660K
|
+$119
|
+1
|
+0%
|
|
|
565
|
Evergreen Capital Management
Bellevue,
Washington
|
$660K
|
+$326K
|
+2,748
|
+97%
|
|
|
566
|
Capital International Investors
Los Angeles,
California
|
$658K
|
+$665K
|
+5,611
|
New
|
|
|
567
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$653K
|
-$21.6K
|
-182
|
-3%
|
|
|
568
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$646K
|
+$40.9K
|
+345
|
+7%
|
|
|
569
|
Courier Capital
Buffalo,
New York
|
$644K
|
-$4.39K
|
-37
|
-0.7%
|
|
|
570
|
Webster Bank
Waterbury,
Connecticut
|
$642K
|
-$65.7K
|
-554
|
-9%
|
|
|
571
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$640K
|
-$1.07K
|
-9
|
-0.2%
|
|
|
572
|
SVB Investment Services
Salt Lake City,
Utah
|
$639K
|
-$22.1K
|
-186
|
-3%
|
|
|
573
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$639K
|
+$107K
|
+900
|
+20%
|
|
|
574
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$627K
|
-$51.5K
|
-434
|
-8%
|
|
|
575
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$608K
|
–
|
–
|
–
|
|
