|
201
|
NWAM LLC
Mercer Island,
Washington
|
$317K
|
+$215
|
+3
|
+0.1%
|
|
|
202
|
WealthBridge Capital Management
Westerville,
Ohio
|
$316K
|
–
|
–
|
–
|
|
|
203
|
Franklin Resources
San Mateo,
California
|
$314K
|
–
|
–
|
–
|
|
|
204
|
Lyell Wealth Management
Menlo Park,
California
|
$311K
|
–
|
–
|
–
|
|
|
205
|
TruWealth Advisors
Metairie,
Louisiana
|
$306K
|
+$72
|
+1
|
+0%
|
|
|
206
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$303K
|
–
|
–
|
–
|
|
|
207
|
KKM Financial
Chicago,
Illinois
|
$302K
|
+$41.6K
|
+581
|
+16%
|
|
|
208
|
Bank of New York Mellon
New York
|
$292K
|
+$20.8K
|
+291
|
+8%
|
|
|
209
|
Harbour Investments
Madison,
Wisconsin
|
$292K
|
+$93.8K
|
+1,309
|
+48%
|
|
|
210
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$291K
|
–
|
–
|
–
|
|
|
211
|
First Western Trust Bank
Denver,
Colorado
|
$288K
|
–
|
–
|
–
|
|
|
212
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$288K
|
–
|
–
|
–
|
|
|
213
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$285K
|
-$4.3K
|
-60
|
-1%
|
|
|
214
|
John G. Ullman & Associates
Corning,
New York
|
$283K
|
–
|
–
|
–
|
|
|
215
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$282K
|
-$18.6K
|
-260
|
-6%
|
|
|
216
|
AllSquare Wealth Management
Albany,
New York
|
$281K
|
–
|
–
|
–
|
|
|
217
|
RWA Wealth Partners
Newton,
Massachusetts
|
$278K
|
+$43K
|
+600
|
+18%
|
|
|
218
|
Vise Technologies
New York
|
$268K
|
–
|
–
|
–
|
|
|
219
|
KCM Investment Advisors
Greenbrae,
California
|
$267K
|
–
|
–
|
–
|
|
|
220
|
Modera Wealth Management
Westwood,
New Jersey
|
$267K
|
-$7.88K
|
-110
|
-3%
|
|
|
221
|
Western Financial Corp
San Diego,
California
|
$266K
|
-$51.9K
|
-725
|
-16%
|
|
|
222
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$260K
|
–
|
–
|
–
|
|
|
223
|
Osborne Partners Capital Management
San Francisco,
California
|
$258K
|
-$3.58K
|
-50
|
-1%
|
|
|
224
|
Beaton Management Company
Haverhill,
Massachusetts
|
$255K
|
–
|
–
|
–
|
|
|
225
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$255K
|
+$2.08K
|
+29
|
+0.8%
|
|
