|
401
|
Concentric Wealth Management
Lafayette,
California
|
$300K
|
-$48.1K
|
-1,800
|
-14%
|
|
|
402
|
Vista Capital Partners
Portland,
Oregon
|
$300K
|
-$12K
|
-448
|
-4%
|
|
|
403
|
DDD Partners
Bellevue,
Washington
|
$299K
|
+$427
|
+16
|
+0.1%
|
|
|
404
|
Fiduciary Group
Savannah,
Georgia
|
$298K
|
-$17.6K
|
-659
|
-6%
|
|
|
405
|
M&T Bank
Buffalo,
New York
|
$298K
|
+$5.93K
|
+222
|
+2%
|
|
|
406
|
Tocqueville Asset Management
New York
|
$297K
|
–
|
–
|
–
|
|
|
407
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$296K
|
+$295K
|
+11,049
|
New
|
|
|
408
|
Gofen & Glossberg
Chicago,
Illinois
|
$290K
|
–
|
–
|
–
|
|
|
409
|
WealthSource Partners
San Luis Obispo,
California
|
$288K
|
-$21.2K
|
-792
|
-7%
|
|
|
410
|
Goldstein Munger & Associates
San Ramon,
California
|
$288K
|
+$134
|
+5
|
+0%
|
|
|
411
|
Ironwood Investment Management
Boston,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
|
412
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$285K
|
-$29.7K
|
-1,111
|
-9%
|
|
|
413
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$285K
|
-$17.4K
|
-652
|
-6%
|
|
|
414
|
AJ Wealth Strategies
New York
|
$279K
|
-$15.1K
|
-566
|
-5%
|
|
|
415
|
|
$274K
|
+$274K
|
+10,250
|
New
|
|
|
416
|
Meridian Wealth Management
Lexington,
Kentucky
|
$273K
|
-$46.7K
|
-1,748
|
-15%
|
|
|
417
|
Gainplan
Bloomfield Hills,
Michigan
|
$271K
|
-$8.98K
|
-336
|
-3%
|
|
|
418
|
Tatro Capital
Lexington,
Kentucky
|
$270K
|
+$8.1K
|
+303
|
+3%
|
|
|
419
|
|
$268K
|
–
|
–
|
–
|
|
|
420
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$268K
|
–
|
–
|
–
|
|
|
421
|
SimpliFi Inc
San Diego,
California
|
$264K
|
-$14.8K
|
-553
|
-5%
|
|
|
422
|
People's United Financial
Bridgeport,
Connecticut
|
$262K
|
-$65.7K
|
-2,458
|
-20%
|
|
|
423
|
Mengis Capital Management
Portland,
Oregon
|
$262K
|
-$20.9K
|
-783
|
-7%
|
|
|
424
|
SignatureFD
Atlanta,
Georgia
|
$256K
|
-$668
|
-25
|
-0.3%
|
|
|
425
|
Franklin Resources
San Mateo,
California
|
$256K
|
+$210K
|
+7,865
|
+463%
|
|
