|
526
|
One Capital Management
Westlake Village,
California
|
$216K
|
–
|
–
|
–
|
|
|
527
|
Zions Bancorporation
Salt Lake City,
Utah
|
$216K
|
–
|
–
|
–
|
|
|
528
|
Novare Capital Management
Charlotte,
North Carolina
|
$213K
|
–
|
–
|
–
|
|
|
529
|
|
$213K
|
+$179K
|
+687
|
+458%
|
|
|
530
|
Darrell & King
Charlottesville,
Virginia
|
$207K
|
+$212K
|
+815
|
New
|
|
|
531
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$207K
|
+$212K
|
+815
|
New
|
|
|
532
|
Prospera Financial Services
Dallas,
Texas
|
$205K
|
+$210K
|
+806
|
New
|
|
|
533
|
Cohen Klingenstein
New York
|
$203K
|
+$208K
|
+800
|
New
|
|
|
534
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$203K
|
+$208K
|
+800
|
New
|
|
|
535
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$200K
|
-$47.1K
|
-181
|
-19%
|
|
|
536
|
Endurance Wealth Management
Providence,
Rhode Island
|
$189K
|
–
|
–
|
–
|
|
|
537
|
Kanaly Trust
Houston,
Texas
|
$178K
|
–
|
–
|
–
|
|
|
538
|
Blackhill Capital
Morristown,
New Jersey
|
$165K
|
–
|
–
|
–
|
|
|
539
|
Harfst & Associates
Sheridan,
Wyoming
|
$154K
|
–
|
–
|
–
|
|
|
540
|
Joel Isaacson & Co
New York
|
$151K
|
–
|
–
|
–
|
|
|
541
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$140K
|
-$89.3K
|
-343
|
-38%
|
|
|
542
|
Schroder Investment Management Group
London,
United Kingdom
|
$140K
|
–
|
–
|
–
|
|
|
543
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$136K
|
+$130K
|
+500
|
+1,351%
|
|
|
544
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$131K
|
–
|
–
|
–
|
|
|
545
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$122K
|
-$74.7K
|
-287
|
-37%
|
|
|
546
|
Allworth Financial
Folsom,
California
|
$119K
|
-$44.2K
|
-170
|
-27%
|
|
|
547
|
Washington Trust Bank
Spokane,
Washington
|
$118K
|
–
|
–
|
–
|
|
|
548
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$118K
|
+$121K
|
+466
|
New
|
|
|
549
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$114K
|
+$117K
|
+450
|
New
|
|
|
550
|
Security National Trust
Wheeling,
West Virginia
|
$110K
|
–
|
–
|
–
|
|
