|
626
|
Private Wealth Partners
Mill Valley,
California
|
$251K
|
+$251K
|
+4,664
|
New
|
|
|
627
|
Aureus Asset Management
Boston,
Massachusetts
|
$249K
|
+$231K
|
+4,289
|
New
|
|
|
628
|
Segment Wealth Management
Houston,
Texas
|
$248K
|
-$16.4K
|
-305
|
-6%
|
|
|
629
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$247K
|
–
|
–
|
–
|
|
|
630
|
Koshinski Asset Management
Decatur,
Illinois
|
$246K
|
+$246K
|
+4,571
|
New
|
|
|
631
|
Appleton Partners
Boston,
Massachusetts
|
$244K
|
–
|
–
|
–
|
|
|
632
|
Rothschild Investment LLC
Chicago,
Illinois
|
$243K
|
+$8.98K
|
+167
|
+4%
|
|
|
633
|
Rench Wealth Management
Denton,
Texas
|
$241K
|
-$44.7K
|
-831
|
-16%
|
|
|
634
|
Roundview Capital
Princeton,
New Jersey
|
$240K
|
+$240K
|
+4,470
|
New
|
|
|
635
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$238K
|
+$238K
|
+4,427
|
New
|
|
|
636
|
Strategic Global Advisors
Newport Beach,
California
|
$235K
|
–
|
–
|
–
|
|
|
637
|
1ST Source Bank
South Bend,
Indiana
|
$231K
|
-$89.6K
|
-1,666
|
-28%
|
|
|
638
|
|
$231K
|
+$231K
|
+4,296
|
New
|
|
|
639
|
Cadence Bank NA
Houston,
Texas
|
$225K
|
-$3.39K
|
-63
|
-1%
|
|
|
640
|
Blue Fin Capital
Warren,
Rhode Island
|
$225K
|
–
|
–
|
–
|
|
|
641
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$224K
|
–
|
–
|
–
|
|
|
642
|
ProVise Management Group
Clearwater,
Florida
|
$223K
|
–
|
–
|
–
|
|
|
643
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$218K
|
+$219K
|
+4,078
|
New
|
|
|
644
|
Ballentine Partners
Waltham,
Massachusetts
|
$216K
|
+$215K
|
+3,995
|
New
|
|
|
645
|
Giverny Capital
Montreal,
Quebec, Canada
|
$213K
|
+$213K
|
+3,961
|
New
|
|
|
646
|
Americafirst Capital Management
Roseville,
California
|
$212K
|
+$212K
|
+3,938
|
New
|
|
|
647
|
Global Financial Private Capital
Sarasota,
Florida
|
$212K
|
+$213K
|
+3,952
|
New
|
|
|
648
|
WFG Advisors
Dallas,
Texas
|
$211K
|
-$4.36K
|
-81
|
-2%
|
|
|
649
|
North Star Investment Management
Chicago,
Illinois
|
$211K
|
-$2.63K
|
-49
|
-1%
|
|
|
650
|
Sutton Wealth Advisors
Tampa,
Florida
|
$208K
|
–
|
–
|
–
|
|
