|
601
|
Surevest
Los Angeles,
California
|
$267K
|
+$262K
|
+4,784
|
New
|
|
|
602
|
Financial Advocates Investment Management
Olympia,
Washington
|
$266K
|
–
|
–
|
–
|
|
|
603
|
KCS Wealth Advisory
Los Angeles,
California
|
$265K
|
+$260K
|
+4,740
|
New
|
|
|
604
|
Barrett Asset Management
New York
|
$262K
|
–
|
–
|
–
|
|
|
605
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$260K
|
+$39.4K
|
+719
|
+18%
|
|
|
606
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$258K
|
–
|
–
|
–
|
|
|
607
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$257K
|
-$13K
|
-237
|
-5%
|
|
|
608
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$257K
|
-$11K
|
-200
|
-4%
|
|
|
609
|
West Oak Capital
Westlake Village,
California
|
$257K
|
–
|
–
|
–
|
|
|
610
|
Alexandria Capital
Arlington,
Virginia
|
$253K
|
+$55
|
+1
|
+0%
|
|
|
611
|
Rockefeller Capital Management
New York
|
$252K
|
-$14.5K
|
-264
|
-6%
|
|
|
612
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$249K
|
–
|
–
|
–
|
|
|
613
|
Oppenheimer & Co
New York
|
$247K
|
-$231K
|
-4,211
|
-49%
|
|
|
614
|
Covenant Partners
Nashville,
Tennessee
|
$242K
|
–
|
–
|
–
|
|
|
615
|
Evolution Wealth Advisors
Aventura,
Florida
|
$242K
|
–
|
–
|
–
|
|
|
616
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$240K
|
-$11K
|
-200
|
-4%
|
|
|
617
|
Howland Capital Management
Boston,
Massachusetts
|
$240K
|
–
|
–
|
–
|
|
|
618
|
Willow Creek Wealth Management
Sebastopol,
California
|
$239K
|
–
|
–
|
–
|
|
|
619
|
Beacon Pointe Advisors
Newport Beach,
California
|
$238K
|
–
|
–
|
–
|
|
|
620
|
Acima Private Wealth
Richmond,
Virginia
|
$237K
|
–
|
–
|
–
|
|
|
621
|
Well Done LLC
Holland,
Michigan
|
$236K
|
–
|
–
|
–
|
|
|
622
|
Wellington Management Group
Boston,
Massachusetts
|
$235K
|
+$230K
|
+4,200
|
New
|
|
|
623
|
Snowden Capital Advisors
New York
|
$235K
|
–
|
–
|
–
|
|
|
624
|
Vista Capital Partners
Portland,
Oregon
|
$234K
|
–
|
–
|
–
|
|
|
625
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$233K
|
+$9.55K
|
+174
|
+4%
|
|
