|
801
|
Perigon Wealth Management
San Francisco,
California
|
$266K
|
+$263K
|
+12,460
|
New
|
|
|
802
|
ParenteBeard Wealth Management
York,
Pennsylvania
|
$264K
|
+$7.25K
|
+344
|
+3%
|
|
|
803
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$262K
|
-$16.9K
|
-800
|
-6%
|
|
|
804
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$262K
|
–
|
–
|
–
|
|
|
805
|
|
$261K
|
-$16.9K
|
-800
|
-6%
|
|
|
806
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$257K
|
–
|
–
|
–
|
|
|
807
|
Washington Trust Bank
Spokane,
Washington
|
$255K
|
-$2.95M
|
-139,808
|
Closed
|
|
|
808
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$255K
|
+$142K
|
+6,748
|
+130%
|
|
|
809
|
Eastern Bank
Boston,
Massachusetts
|
$250K
|
-$718K
|
-34,060
|
-74%
|
|
|
810
|
Brookstone Capital Management
Wheaton,
Illinois
|
$248K
|
+$245K
|
+11,600
|
New
|
|
|
811
|
Tradewinds Capital Management
Bellingham,
Washington
|
$247K
|
+$243K
|
+11,548
|
New
|
|
|
812
|
Delta Asset Management
Memphis,
Tennessee
|
$245K
|
-$337
|
-16
|
-0.1%
|
|
|
813
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$244K
|
+$21.7K
|
+1,028
|
+10%
|
|
|
814
|
Summit Asset Management
Memphis,
Tennessee
|
$242K
|
–
|
–
|
–
|
|
|
815
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$242K
|
+$17K
|
+808
|
+8%
|
|
|
816
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$241K
|
-$312K
|
-14,800
|
-57%
|
|
|
817
|
CapWealth Advisors
Franklin,
Tennessee
|
$240K
|
-$84.3K
|
-4,000
|
-26%
|
|
|
818
|
Monroe Bank & Trust
Monroe,
Michigan
|
$240K
|
–
|
–
|
–
|
|
|
819
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$240K
|
+$237K
|
+11,228
|
New
|
|
|
820
|
Grimes & Company
Westborough,
Massachusetts
|
$238K
|
+$1.52K
|
+72
|
+0.7%
|
|
|
821
|
Weatherstone Capital Management
Denver,
Colorado
|
$237K
|
–
|
–
|
–
|
|
|
822
|
Osborne Partners Capital Management
San Francisco,
California
|
$235K
|
–
|
–
|
–
|
|
|
823
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$235K
|
+$14.7K
|
+696
|
+7%
|
|
|
824
|
Farr Miller & Washington
Washington,
District of Columbia
|
$232K
|
-$75.5K
|
-3,580
|
-25%
|
|
|
825
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$232K
|
–
|
–
|
–
|
|
