|
551
|
Watermark Asset Management
San Ramon,
California
|
$706K
|
-$23.7K
|
-172
|
-3%
|
|
|
552
|
Circle Wealth Management
Summit,
New Jersey
|
$706K
|
+$390K
|
+2,833
|
+123%
|
|
|
553
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$704K
|
+$104K
|
+754
|
+17%
|
|
|
554
|
Karp Capital Management
Sausalito,
California
|
$702K
|
+$11K
|
+80
|
+2%
|
|
|
555
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$701K
|
–
|
–
|
–
|
|
|
556
|
Moors & Cabot
Boston,
Massachusetts
|
$693K
|
+$24.2K
|
+176
|
+4%
|
|
|
557
|
|
$688K
|
-$414K
|
-3,008
|
-38%
|
|
|
558
|
Leavell Investment Management
Mobile,
Alabama
|
$687K
|
–
|
–
|
–
|
|
|
559
|
Empirical Wealth Management
Seattle,
Washington
|
$683K
|
+$16.9K
|
+123
|
+3%
|
|
|
560
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$670K
|
+$155K
|
+1,129
|
+32%
|
|
|
561
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$669K
|
+$241K
|
+1,755
|
+57%
|
|
|
562
|
Denver Investment Advisors
Denver,
Colorado
|
$663K
|
–
|
–
|
–
|
|
|
563
|
Blue Fin Capital
Warren,
Rhode Island
|
$663K
|
+$3.3K
|
+24
|
+0.5%
|
|
|
564
|
Toth Financial Advisory
Leesburg,
Virginia
|
$661K
|
+$27K
|
+196
|
+4%
|
|
|
565
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$659K
|
+$15.1K
|
+110
|
+2%
|
|
|
566
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$657K
|
-$1.61M
|
-11,737
|
-71%
|
|
|
567
|
Great Lakes Advisors
Chicago,
Illinois
|
$651K
|
+$24.8K
|
+180
|
+4%
|
|
|
568
|
Asset Management Group
Stamford,
Connecticut
|
$648K
|
+$2.06K
|
+15
|
+0.3%
|
|
|
569
|
Destination Wealth Management
Walnut Creek,
California
|
$647K
|
+$247K
|
+1,793
|
+62%
|
|
|
570
|
Patten & Patten
Chattanooga,
Tennessee
|
$643K
|
-$37.1K
|
-270
|
-5%
|
|
|
571
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$631K
|
+$188K
|
+1,370
|
+43%
|
|
|
572
|
InterOcean Capital
Chicago,
Illinois
|
$627K
|
+$75.6K
|
+550
|
+14%
|
|
|
573
|
Regis Management Company
Menlo Park,
California
|
$612K
|
-$159K
|
-1,157
|
-21%
|
|
|
574
|
Cambridge Advisors
Omaha,
Nebraska
|
$611K
|
–
|
–
|
–
|
|
|
575
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$607K
|
+$607K
|
+4,411
|
New
|
|
