|
1601
|
Independent Family Office
Albany,
New York
|
$349K
|
+$63.8K
|
+800
|
+25%
|
|
|
1602
|
Montecito Bank & Trust
Santa Barbara,
California
|
$347K
|
+$7.98K
|
+100
|
+3%
|
|
|
1603
|
Aristotle Capital Management
Los Angeles,
California
|
$345K
|
-$7.42K
|
-93
|
-2%
|
|
|
1604
|
Abbot Financial Management
Andover,
Massachusetts
|
$344K
|
–
|
–
|
–
|
|
|
1605
|
Torray Investment Partners
Bethesda,
Maryland
|
$344K
|
–
|
–
|
–
|
|
|
1606
|
Berman Capital Advisors
Atlanta,
Georgia
|
$340K
|
-$8.69K
|
-109
|
-3%
|
|
|
1607
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$340K
|
–
|
–
|
–
|
|
|
1608
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$339K
|
+$22.8K
|
+286
|
+8%
|
|
|
1609
|
Davidson Trust Company
Seattle,
Washington
|
$334K
|
–
|
–
|
–
|
|
|
1610
|
Eastern Bank
Boston,
Massachusetts
|
$334K
|
–
|
–
|
–
|
|
|
1611
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$333K
|
–
|
–
|
–
|
|
|
1612
|
Neville Rodie & Shaw
New York
|
$333K
|
+$7.98K
|
+100
|
+3%
|
|
|
1613
|
Community Financial Services Group
Newport,
Vermont
|
$332K
|
+$308K
|
+3,865
|
New
|
|
|
1614
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$331K
|
-$77.6K
|
-973
|
-20%
|
|
|
1615
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$331K
|
–
|
–
|
–
|
|
|
1616
|
NewFocus Financial Group
Vancouver,
Washington
|
$330K
|
-$10.5K
|
-132
|
-3%
|
|
|
1617
|
CRA Financial Services
Northfield,
New Jersey
|
$330K
|
-$2.39K
|
-30
|
-0.8%
|
|
|
1618
|
Destination Wealth Management
Walnut Creek,
California
|
$329K
|
+$72.6K
|
+910
|
+31%
|
|
|
1619
|
Oakworth Capital
Birmingham,
Alabama
|
$328K
|
–
|
–
|
–
|
|
|
1620
|
Zions Bancorporation
Salt Lake City,
Utah
|
$328K
|
+$3.03K
|
+38
|
+1%
|
|
|
1621
|
|
$328K
|
+$288K
|
+3,616
|
New
|
|
|
1622
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$327K
|
-$34.4K
|
-431
|
-10%
|
|
|
1623
|
|
$327K
|
-$22.7K
|
-284
|
-7%
|
|
|
1624
|
Holt Capital Partners
Fort Worth,
Texas
|
$326K
|
+$79.8K
|
+1,000
|
+36%
|
|
|
1625
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$325K
|
+$3.19K
|
+40
|
+1%
|
|
