|
601
|
Vista Capital Partners
Portland,
Oregon
|
$650K
|
–
|
–
|
–
|
|
|
602
|
Klingman & Associates
New York
|
$647K
|
–
|
–
|
–
|
|
|
603
|
Summit Financial Strategies
Columbus,
Ohio
|
$647K
|
–
|
–
|
–
|
|
|
604
|
Welch & Forbes
Boston,
Massachusetts
|
$635K
|
+$30.7K
|
+936
|
+5%
|
|
|
605
|
Gilbert & Cook
West Des Moines,
Iowa
|
$633K
|
+$20.8K
|
+636
|
+4%
|
|
|
606
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$632K
|
+$270K
|
+8,240
|
+78%
|
|
|
607
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$631K
|
-$13.8K
|
-420
|
-2%
|
|
|
608
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$630K
|
+$225K
|
+6,872
|
+58%
|
|
|
609
|
Greatmark Investment Partners
Columbus,
Georgia
|
$628K
|
–
|
–
|
–
|
|
|
610
|
Chilton Capital Management
Houston,
Texas
|
$628K
|
+$612K
|
+18,660
|
New
|
|
|
611
|
Ithaka Group
Arlington,
Virginia
|
$620K
|
+$603K
|
+18,400
|
New
|
|
|
612
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$620K
|
+$604K
|
+18,424
|
New
|
|
|
613
|
Grimes & Company
Westborough,
Massachusetts
|
$616K
|
+$31.3K
|
+956
|
+6%
|
|
|
614
|
Savant Capital
Rockford,
Illinois
|
$615K
|
–
|
–
|
–
|
|
|
615
|
Newport Wealth Strategies
Irvine,
California
|
$610K
|
+$555K
|
+16,940
|
New
|
|
|
616
|
Hourglass Capital
Houston,
Texas
|
$608K
|
+$131
|
+4
|
+0%
|
|
|
617
|
Capital Investment Advisors
Atlanta,
Georgia
|
$605K
|
–
|
–
|
–
|
|
|
618
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$598K
|
–
|
–
|
–
|
|
|
619
|
Citadel Advisors
Miami,
Florida
|
$598K
|
+$582K
|
+17,748
|
New
|
|
|
620
|
Brookmont Capital Management
Dallas,
Texas
|
$597K
|
+$40.4K
|
+1,232
|
+7%
|
|
|
621
|
WealthShield
Cary,
North Carolina
|
$592K
|
+$571K
|
+17,432
|
New
|
|
|
622
|
WealthShield Partners
Cary,
North Carolina
|
$592K
|
+$571K
|
+17,432
|
New
|
|
|
623
|
Prospera Financial Services
Dallas,
Texas
|
$586K
|
-$155K
|
-4,724
|
-22%
|
|
|
624
|
Mutual Advisors
Omaha,
Nebraska
|
$585K
|
+$570K
|
+17,388
|
New
|
|
|
625
|
M Holdings Securities
Portland,
Oregon
|
$584K
|
-$150K
|
-4,580
|
-21%
|
|
