|
551
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$611K
|
+$36.4K
|
+528
|
+6%
|
|
|
552
|
Veritable
Wilmington,
Delaware
|
$608K
|
-$171K
|
-2,474
|
-22%
|
|
|
553
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$604K
|
–
|
–
|
–
|
|
|
554
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$596K
|
-$62.8K
|
-910
|
-9%
|
|
|
555
|
KCM Investment Advisors
Greenbrae,
California
|
$593K
|
-$1.61M
|
-23,276
|
-73%
|
|
|
556
|
Aspiriant LLC
Los Angeles,
California
|
$592K
|
-$41.7K
|
-604
|
-6%
|
|
|
557
|
|
$590K
|
+$138K
|
+1,997
|
+30%
|
|
|
558
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$582K
|
-$28.8K
|
-418
|
-5%
|
|
|
559
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$581K
|
+$110K
|
+1,590
|
+23%
|
|
|
560
|
Washington Trust
Westerly,
Rhode Island
|
$579K
|
+$590K
|
+8,554
|
New
|
|
|
561
|
Plancorp LLC
Saint Louis,
Missouri
|
$578K
|
+$590K
|
+8,544
|
New
|
|
|
562
|
Violich Capital Management
San Francisco,
California
|
$575K
|
-$6.9K
|
-100
|
-1%
|
|
|
563
|
1ST Source Bank
South Bend,
Indiana
|
$572K
|
+$62K
|
+899
|
+12%
|
|
|
564
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$568K
|
-$216K
|
-3,128
|
-27%
|
|
|
565
|
Garde Capital
Seattle,
Washington
|
$567K
|
+$15.5K
|
+224
|
+3%
|
|
|
566
|
Montag & Associates
Atlanta,
Georgia
|
$559K
|
-$2.69M
|
-39,030
|
-83%
|
|
|
567
|
Mraz Amerine & Associates
Modesto,
California
|
$552K
|
–
|
–
|
–
|
|
|
568
|
American Portfolios Advisors
Holbrook,
New York
|
$549K
|
+$104K
|
+1,501
|
+23%
|
|
|
569
|
Kendall Capital Management
Rockville,
Maryland
|
$548K
|
-$13.5K
|
-195
|
-2%
|
|
|
570
|
North Star Asset Management
Neenah,
Wisconsin
|
$548K
|
–
|
–
|
–
|
|
|
571
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$545K
|
+$16.8K
|
+243
|
+3%
|
|
|
572
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$538K
|
-$23.5K
|
-341
|
-4%
|
|
|
573
|
Sunbelt Securities
Houston,
Texas
|
$536K
|
+$118K
|
+1,707
|
+27%
|
|
|
574
|
NTV Asset Management
Charleston,
West Virginia
|
$532K
|
–
|
–
|
–
|
|
|
575
|
Williams Jones & Associates
New York
|
$531K
|
+$38.5K
|
+558
|
+8%
|
|
