|
576
|
CPWM LLC
Seattle,
Washington
|
$357K
|
+$342K
|
+6,423
|
New
|
|
|
577
|
Coastline Trust
Providence,
Rhode Island
|
$356K
|
–
|
–
|
–
|
|
|
578
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$356K
|
–
|
–
|
–
|
|
|
579
|
NewEdge Advisors
New Orleans,
Louisiana
|
$347K
|
-$26.1K
|
-490
|
-7%
|
|
|
580
|
Next Capital Management
New York
|
$347K
|
+$15.7K
|
+295
|
+5%
|
|
|
581
|
Wintrust Investments
Chicago,
Illinois
|
$346K
|
+$38.4K
|
+720
|
+13%
|
|
|
582
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$344K
|
+$86.1K
|
+1,616
|
+35%
|
|
|
583
|
Tranquility Partners
Brentwood,
Tennessee
|
$341K
|
+$5.59K
|
+105
|
+2%
|
|
|
584
|
Tectonic Advisors
Frisco,
Texas
|
$336K
|
–
|
–
|
–
|
|
|
585
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$335K
|
-$34.1K
|
-640
|
-10%
|
|
|
586
|
Truepoint Inc
Cincinnati,
Ohio
|
$334K
|
+$53.3K
|
+1,000
|
+20%
|
|
|
587
|
Gofen & Glossberg
Chicago,
Illinois
|
$332K
|
-$5.33K
|
-100
|
-2%
|
|
|
588
|
|
$330K
|
–
|
–
|
–
|
|
|
589
|
Linscomb Wealth
Houston,
Texas
|
$327K
|
+$21.4K
|
+401
|
+7%
|
|
|
590
|
Paloma Partners
Greenwich,
Connecticut
|
$326K
|
-$242K
|
-4,546
|
-44%
|
|
|
591
|
First Nebraska Trust
Lincoln,
Nebraska
|
$325K
|
–
|
–
|
–
|
|
|
592
|
Abbot Financial Management
Andover,
Massachusetts
|
$325K
|
–
|
–
|
–
|
|
|
593
|
One Capital Management
Westlake Village,
California
|
$322K
|
+$308K
|
+5,790
|
New
|
|
|
594
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$321K
|
-$2.61K
|
-49
|
-0.8%
|
|
|
595
|
Duality Advisers
Miami,
Florida
|
$321K
|
+$307K
|
+5,767
|
New
|
|
|
596
|
Burney Company
Reston,
Virginia
|
$320K
|
-$23K
|
-432
|
-7%
|
|
|
597
|
North Star Investment Management
Chicago,
Illinois
|
$319K
|
–
|
–
|
–
|
|
|
598
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$317K
|
+$44.2K
|
+830
|
+17%
|
|
|
599
|
Welch & Forbes
Boston,
Massachusetts
|
$315K
|
+$302K
|
+5,666
|
New
|
|
|
600
|
Private Wealth Advisors (California)
Fresno,
California
|
$314K
|
-$4.53K
|
-85
|
-1%
|
|
