|
726
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.03M
|
+$96K
|
+800
|
+11%
|
|
|
727
|
Grove Bank & Trust
Miami,
Florida
|
$1.02M
|
+$967K
|
+8,054
|
New
|
|
|
728
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$1.02M
|
–
|
–
|
–
|
|
|
729
|
Constellation Investments
Montgomery,
Ohio
|
$1.02M
|
+$24K
|
+200
|
+3%
|
|
|
730
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$996K
|
–
|
–
|
–
|
|
|
731
|
Forte Capital
Rochester,
New York
|
$993K
|
-$237K
|
-1,975
|
-20%
|
|
|
732
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$993K
|
+$21K
|
+175
|
+2%
|
|
|
733
|
Washington Trust Bank
Spokane,
Washington
|
$988K
|
+$97.8K
|
+815
|
+12%
|
|
|
734
|
Everence Capital Management
Goshen,
Indiana
|
$975K
|
-$68.4K
|
-570
|
-7%
|
|
|
735
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$973K
|
-$20.4K
|
-170
|
-2%
|
|
|
736
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$970K
|
-$2.16K
|
-18
|
-0.2%
|
|
|
737
|
Venturi Wealth Management
Austin,
Texas
|
$955K
|
+$900K
|
+7,500
|
New
|
|
|
738
|
Needelman Asset Management
Ladera Ranch,
California
|
$954K
|
-$3K
|
-25
|
-0.3%
|
|
|
739
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$949K
|
–
|
–
|
–
|
|
|
740
|
National Penn Investors Trust
Wyomissing,
Pennsylvania
|
$938K
|
-$32.3K
|
-269
|
-4%
|
|
|
741
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$932K
|
-$230K
|
-1,916
|
-21%
|
|
|
742
|
NBT Bank
Norwich,
New York
|
$925K
|
-$3.96K
|
-33
|
-0.5%
|
|
|
743
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$916K
|
–
|
–
|
–
|
|
|
744
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$912K
|
–
|
–
|
–
|
|
|
745
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$912K
|
+$41.9K
|
+349
|
+5%
|
|
|
746
|
Homrich & Berg
Atlanta,
Georgia
|
$911K
|
-$100K
|
-835
|
-10%
|
|
|
747
|
|
$909K
|
-$20.4K
|
-170
|
-2%
|
|
|
748
|
Texan Capital Management
Houston,
Texas
|
$901K
|
–
|
–
|
–
|
|
|
749
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$896K
|
–
|
–
|
–
|
|
|
750
|
Cornerstone Advisors
Asheville,
North Carolina
|
$891K
|
+$600K
|
+5,000
|
+250%
|
|
