|
551
|
Mission Wealth Management
Santa Barbara,
California
|
$754K
|
–
|
–
|
–
|
|
|
552
|
WealthSource Partners
San Luis Obispo,
California
|
$750K
|
+$129K
|
+1,444
|
+19%
|
|
|
553
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$739K
|
-$193K
|
-2,167
|
-19%
|
|
|
554
|
AssetMark Inc
Concord,
California
|
$739K
|
+$29.2K
|
+327
|
+4%
|
|
|
555
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$739K
|
+$166K
|
+1,858
|
+26%
|
|
|
556
|
Liberty One Investment Management
Libertyville,
Illinois
|
$735K
|
-$17K
|
-190
|
-2%
|
|
|
557
|
Diversified Trust
Memphis,
Tennessee
|
$726K
|
+$714
|
+8
|
+0.1%
|
|
|
558
|
Means Investment Company
Bangor,
Maine
|
$723K
|
-$39.7K
|
-445
|
-5%
|
|
|
559
|
Covington Capital Management
Los Angeles,
California
|
$723K
|
-$20.5K
|
-230
|
-3%
|
|
|
560
|
Klingenstein Fields & Co
New York
|
$717K
|
–
|
–
|
–
|
|
|
561
|
TownSquare Capital
Provo,
Utah
|
$715K
|
-$270K
|
-3,027
|
-26%
|
|
|
562
|
|
$715K
|
+$34.8K
|
+390
|
+5%
|
|
|
563
|
Dillon & Associates
Jackson,
Michigan
|
$712K
|
-$22.3K
|
-250
|
-3%
|
|
|
564
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$711K
|
–
|
–
|
–
|
|
|
565
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$707K
|
-$131K
|
-1,472
|
-15%
|
|
|
566
|
Arjuna Capital
Durham,
North Carolina
|
$700K
|
+$757K
|
+8,487
|
New
|
|
|
567
|
Goelzer Investment Management
Carmel,
Indiana
|
$698K
|
-$64.2K
|
-720
|
-8%
|
|
|
568
|
Salem Capital Management
Woburn,
Massachusetts
|
$696K
|
-$80.3K
|
-900
|
-10%
|
|
|
569
|
|
$696K
|
+$753K
|
+8,444
|
New
|
|
|
570
|
Busey Bank
Urbana,
Illinois
|
$694K
|
-$1.87K
|
-21
|
-0.2%
|
|
|
571
|
Veritable
Wilmington,
Delaware
|
$694K
|
+$7.67K
|
+86
|
+1%
|
|
|
572
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$691K
|
+$14.4K
|
+161
|
+2%
|
|
|
573
|
Fortem Financial Group
Palm Desert,
California
|
$688K
|
-$118K
|
-1,319
|
-14%
|
|
|
574
|
Little House Capital
Braintree,
Massachusetts
|
$687K
|
+$62.2K
|
+697
|
+9%
|
|
|
575
|
Alexandria Capital
Arlington,
Virginia
|
$685K
|
-$51.3K
|
-575
|
-6%
|
|
