|
251
|
One Capital Management
Westlake Village,
California
|
$470K
|
–
|
–
|
–
|
|
|
252
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$466K
|
+$451K
|
+4,388
|
New
|
|
|
253
|
PFG Advisors
Phoenix,
Arizona
|
$464K
|
+$206
|
+2
|
+0%
|
|
|
254
|
Family Management
New York
|
$463K
|
–
|
–
|
–
|
|
|
255
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$461K
|
+$480K
|
+4,665
|
New
|
|
|
256
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$457K
|
-$24.4K
|
-237
|
-5%
|
|
|
257
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$457K
|
+$442K
|
+4,301
|
New
|
|
|
258
|
Pacific Center for Financial Services
San Ramon,
California
|
$454K
|
+$720
|
+7
|
+0.2%
|
|
|
259
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$451K
|
+$19.5K
|
+190
|
+5%
|
|
|
260
|
Penobscot Investment Management
Boston,
Massachusetts
|
$446K
|
+$50.9K
|
+495
|
+13%
|
|
|
261
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$441K
|
–
|
–
|
–
|
|
|
262
|
ProVise Management Group
Clearwater,
Florida
|
$435K
|
-$14.4K
|
-140
|
-3%
|
|
|
263
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$431K
|
+$206
|
+2
|
+0%
|
|
|
264
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$430K
|
+$822
|
+8
|
+0.2%
|
|
|
265
|
First Personal Financial Services
Charlotte,
North Carolina
|
$429K
|
-$48.3K
|
-470
|
-10%
|
|
|
266
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$425K
|
–
|
–
|
–
|
|
|
267
|
Personal Capital Advisors
Redwood City,
California
|
$416K
|
+$127K
|
+1,234
|
+46%
|
|
|
268
|
SNS Financial Group
Minneapolis,
Minnesota
|
$411K
|
–
|
–
|
–
|
|
|
269
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$405K
|
-$90.8K
|
-883
|
-19%
|
|
|
270
|
Modera Wealth Management
Westwood,
New Jersey
|
$402K
|
+$11.3K
|
+110
|
+3%
|
|
|
271
|
Corundum Group
Colorado Springs,
Colorado
|
$396K
|
+$383K
|
+3,723
|
New
|
|
|
272
|
Wintrust Investments
Chicago,
Illinois
|
$390K
|
+$377K
|
+3,672
|
New
|
|
|
273
|
Pinnacle Associates
New York
|
$389K
|
+$376K
|
+3,661
|
New
|
|
|
274
|
Sonata Capital Group
Seattle,
Washington
|
$388K
|
–
|
–
|
–
|
|
|
275
|
9258 Wealth Management
Blue Ash,
Ohio
|
$387K
|
+$374K
|
+3,643
|
New
|
|
