|
1601
|
Personal CFO Solutions
Chester,
New Jersey
|
$270K
|
+$47K
|
+130
|
+20%
|
|
|
1602
|
Marotta Asset Management
Charlottesville,
Virginia
|
$268K
|
–
|
–
|
–
|
|
|
1603
|
Kingfisher Capital
Charlotte,
North Carolina
|
$268K
|
+$1.81K
|
+5
|
+0.6%
|
|
|
1604
|
Dodge & Cox
San Francisco,
California
|
$267K
|
–
|
–
|
–
|
|
|
1605
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$266K
|
–
|
–
|
–
|
|
|
1606
|
Brown Advisory Securities
Baltimore,
Maryland
|
$265K
|
-$241K
|
-667
|
-46%
|
|
|
1607
|
Southland Equity Partners
Wildwood,
Missouri
|
$264K
|
+$3.98K
|
+11
|
+1%
|
|
|
1608
|
SFMG Wealth Advisors
Plano,
Texas
|
$264K
|
+$6.51K
|
+18
|
+2%
|
|
|
1609
|
Concord Wealth Partners
Abingdon,
Virginia
|
$262K
|
-$183K
|
-505
|
-40%
|
|
|
1610
|
Seneca House Advisors
Richmond,
Virginia
|
$261K
|
+$274K
|
+757
|
New
|
|
|
1611
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$259K
|
-$44.5K
|
-123
|
-14%
|
|
|
1612
|
Perkins Coie Trust Company
Seattle,
Washington
|
$259K
|
–
|
–
|
–
|
|
|
1613
|
Stewart & Patten Company
Lafayette,
California
|
$259K
|
–
|
–
|
–
|
|
|
1614
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$259K
|
+$6.51K
|
+18
|
+2%
|
|
|
1615
|
Navis Wealth Advisors
Rye Brook,
New York
|
$259K
|
+$54.3K
|
+150
|
+25%
|
|
|
1616
|
Prostatis Group
Hanover,
Maryland
|
$258K
|
-$71.3K
|
-197
|
-21%
|
|
|
1617
|
Occidental Asset Management
Burlingame,
California
|
$258K
|
–
|
–
|
–
|
|
|
1618
|
Camden National Bank
Camden,
Maine
|
$258K
|
+$270K
|
+747
|
New
|
|
|
1619
|
Equitable Trust
Nashville,
Tennessee
|
$257K
|
-$50.7K
|
-140
|
-16%
|
|
|
1620
|
NTV Asset Management
Charleston,
West Virginia
|
$257K
|
+$38K
|
+105
|
+16%
|
|
|
1621
|
LVW Advisors
Pittsford,
New York
|
$256K
|
-$10.9K
|
-30
|
-4%
|
|
|
1622
|
McDaniel Terry & Co
Austin,
Texas
|
$256K
|
–
|
–
|
–
|
|
|
1623
|
Baystate Wealth Management
Boston,
Massachusetts
|
$256K
|
+$1.81K
|
+5
|
+0.7%
|
|
|
1624
|
Kalos Management
Alpharetta,
Georgia
|
$256K
|
+$13.4K
|
+37
|
+5%
|
|
|
1625
|
Payden & Rygel
Los Angeles,
California
|
$255K
|
-$18M
|
-49,660
|
-99%
|
|
