|
551
|
Brio Consultants
San Francisco,
California
|
$228K
|
–
|
–
|
–
|
|
|
552
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$227K
|
+$230K
|
+14,120
|
New
|
|
|
553
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$226K
|
+$211K
|
+12,952
|
New
|
|
|
554
|
Carlson Capital Management
Northfield,
Minnesota
|
$221K
|
–
|
–
|
–
|
|
|
555
|
Raymond James Trust
St. Petersburg,
Florida
|
$219K
|
–
|
–
|
–
|
|
|
556
|
Canandaigua National Corp
Canandaigua,
New York
|
$219K
|
+$219K
|
+13,488
|
New
|
|
|
557
|
Lenox Wealth Advisors
New York
|
$217K
|
–
|
–
|
–
|
|
|
558
|
WealthPLAN Partners
Omaha,
Nebraska
|
$217K
|
+$260
|
+16
|
+0.1%
|
|
|
559
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$215K
|
–
|
–
|
–
|
|
|
560
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$215K
|
+$215K
|
+13,232
|
New
|
|
|
561
|
Lido Advisors
Los Angeles,
California
|
$214K
|
-$391
|
-24
|
-0.2%
|
|
|
562
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$214K
|
–
|
–
|
–
|
|
|
563
|
Vaughan David Investments
Peoria,
Illinois
|
$213K
|
-$136K
|
-8,368
|
-39%
|
|
|
564
|
Burney Company
Reston,
Virginia
|
$213K
|
–
|
–
|
–
|
|
|
565
|
Tradewinds Capital Management
Bellingham,
Washington
|
$209K
|
-$11.8K
|
-728
|
-5%
|
|
|
566
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$209K
|
+$209K
|
+12,872
|
New
|
|
|
567
|
Evermay Wealth Management
Arlington,
Virginia
|
$208K
|
-$16.3K
|
-1,000
|
-7%
|
|
|
568
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$207K
|
–
|
–
|
–
|
|
|
569
|
Oppenheimer Asset Management
New York
|
$206K
|
-$1.56K
|
-96
|
-0.8%
|
|
|
570
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$200K
|
+$201K
|
+12,336
|
New
|
|
|
571
|
Provident Wealth Management
Brentwood,
Tennessee
|
$191K
|
-$139K
|
-8,536
|
-42%
|
|
|
572
|
CVA Family Office
Denver,
Colorado
|
$188K
|
–
|
–
|
–
|
|
|
573
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$185K
|
–
|
–
|
–
|
|
|
574
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$175K
|
-$143K
|
-8,768
|
-46%
|
|
|
575
|
Anchor Investment Management
Columbia,
South Carolina
|
$173K
|
–
|
–
|
–
|
|
