|
876
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$639K
|
-$212
|
-3
|
-0%
|
|
|
877
|
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
$639K
|
+$153K
|
+2,156
|
+32%
|
|
|
878
|
Simon Quick Advisors
Morristown,
New Jersey
|
$632K
|
+$628K
|
+8,880
|
New
|
|
|
879
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$631K
|
+$367K
|
+5,189
|
+141%
|
|
|
880
|
AssetMark Inc
Concord,
California
|
$627K
|
-$94.6K
|
-1,337
|
-13%
|
|
|
881
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$626K
|
-$53.1K
|
-750
|
-8%
|
|
|
882
|
Shelton Capital Management
Denver,
Colorado
|
$625K
|
-$42.5K
|
-600
|
-6%
|
|
|
883
|
|
$621K
|
-$5.26M
|
-74,400
|
-90%
|
|
|
884
|
Cobblestone Capital Advisors
Rochester,
New York
|
$619K
|
+$127K
|
+1,800
|
+26%
|
|
|
885
|
Optimum Investment Advisors
Chicago,
Illinois
|
$610K
|
-$7.08K
|
-100
|
-1%
|
|
|
886
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$603K
|
-$21.9K
|
-310
|
-4%
|
|
|
887
|
Banced Corp
Edwardsville,
Illinois
|
$602K
|
+$21.2K
|
+300
|
+4%
|
|
|
888
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$602K
|
+$597K
|
+8,443
|
New
|
|
|
889
|
Pflug Koory
Omaha,
Nebraska
|
$601K
|
+$598K
|
+8,450
|
New
|
|
|
890
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$593K
|
-$128K
|
-1,809
|
-18%
|
|
|
891
|
Gideon Capital Advisors
New York
|
$588K
|
+$115K
|
+1,631
|
+25%
|
|
|
892
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$587K
|
–
|
–
|
–
|
|
|
893
|
Keel Point
Huntsville,
Alabama
|
$586K
|
+$76.1K
|
+1,076
|
+15%
|
|
|
894
|
Wimmer Associates 1
Pasadena,
California
|
$585K
|
-$40K
|
-565
|
-6%
|
|
|
895
|
Coastline Trust
Providence,
Rhode Island
|
$582K
|
+$4.6K
|
+65
|
+0.8%
|
|
|
896
|
Capital Planning Advisors
Roseville,
California
|
$581K
|
-$20.5K
|
-290
|
-3%
|
|
|
897
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$580K
|
-$331K
|
-4,680
|
-36%
|
|
|
898
|
CWA Asset Management Group
Naples,
Florida
|
$575K
|
+$112K
|
+1,588
|
+24%
|
|
|
899
|
Westwood Holdings Group
Dallas,
Texas
|
$573K
|
–
|
–
|
–
|
|
|
900
|
First Personal Financial Services
Charlotte,
North Carolina
|
$572K
|
-$708
|
-10
|
-0.1%
|
|
