|
651
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$567K
|
–
|
–
|
–
|
|
|
652
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$566K
|
+$24.9K
|
+150
|
+5%
|
|
|
653
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$564K
|
-$799K
|
-4,807
|
-60%
|
|
|
654
|
Paloma Partners
Greenwich,
Connecticut
|
$562K
|
-$2.2M
|
-13,223
|
-81%
|
|
|
655
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$560K
|
+$195K
|
+1,175
|
+58%
|
|
|
656
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$559K
|
-$958K
|
-5,763
|
-64%
|
|
|
657
|
Oppenheimer Asset Management
New York
|
$557K
|
+$13.6K
|
+82
|
+3%
|
|
|
658
|
TFG Advisers
Auburn Hills,
Michigan
|
$557K
|
+$67.7K
|
+407
|
+15%
|
|
|
659
|
Divergent Planning
Bethesda,
Maryland
|
$554K
|
–
|
–
|
–
|
|
|
660
|
Segment Wealth Management
Houston,
Texas
|
$554K
|
+$49.9K
|
+300
|
+11%
|
|
|
661
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$552K
|
-$2.16K
|
-13
|
-0.4%
|
|
|
662
|
Americana Partners
Houston,
Texas
|
$552K
|
–
|
–
|
–
|
|
|
663
|
Ballentine Partners
Waltham,
Massachusetts
|
$550K
|
+$5.49K
|
+33
|
+1%
|
|
|
664
|
Virginia National Bank
Charlottesville,
Virginia
|
$550K
|
+$521K
|
+3,132
|
New
|
|
|
665
|
Quantinno Capital Management
New York
|
$549K
|
+$63.5K
|
+382
|
+14%
|
|
|
666
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$545K
|
+$1.16K
|
+7
|
+0.2%
|
|
|
667
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$545K
|
–
|
–
|
–
|
|
|
668
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$543K
|
–
|
–
|
–
|
|
|
669
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$540K
|
-$43.4K
|
-261
|
-8%
|
|
|
670
|
Parsec Financial Management
Asheville,
North Carolina
|
$540K
|
+$117K
|
+704
|
+30%
|
|
|
671
|
Bank of Marin
Novato,
California
|
$536K
|
–
|
–
|
–
|
|
|
672
|
Sand Hill Global Advisors
Palo Alto,
California
|
$530K
|
+$501K
|
+3,013
|
New
|
|
|
673
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$528K
|
-$120K
|
-719
|
-19%
|
|
|
674
|
Symmetry Partners
Glastonbury,
Connecticut
|
$528K
|
–
|
–
|
–
|
|
|
675
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$528K
|
+$219K
|
+1,319
|
+78%
|
|
