|
126
|
Squar Milner Financial Services
Irvine,
California
|
$355K
|
+$339K
|
+5,300
|
New
|
|
|
127
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$345K
|
+$38.4K
|
+600
|
+13%
|
|
|
128
|
First Personal Financial Services
Charlotte,
North Carolina
|
$342K
|
-$10.2K
|
-160
|
-3%
|
|
|
129
|
Western Wealth Management
Golden,
Colorado
|
$342K
|
+$27.9K
|
+436
|
+9%
|
|
|
130
|
Grace Capital
Quincy,
Massachusetts
|
$339K
|
–
|
–
|
–
|
|
|
131
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$336K
|
–
|
–
|
–
|
|
|
132
|
Legacy Financial Advisors
Covington,
Kentucky
|
$330K
|
+$26.9K
|
+420
|
+9%
|
|
|
133
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$318K
|
-$4.6K
|
-72
|
-1%
|
|
|
134
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$315K
|
+$301K
|
+4,702
|
New
|
|
|
135
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$299K
|
–
|
–
|
–
|
|
|
136
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$295K
|
+$128
|
+2
|
+0%
|
|
|
137
|
Pacific Center for Financial Services
San Ramon,
California
|
$294K
|
+$767
|
+12
|
+0.3%
|
|
|
138
|
Harborview Advisors
Portland,
Maine
|
$290K
|
–
|
–
|
–
|
|
|
139
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$284K
|
-$17.8K
|
-278
|
-6%
|
|
|
140
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$284K
|
-$13.3K
|
-208
|
-5%
|
|
|
141
|
Brighton Jones LLC
Seattle,
Washington
|
$284K
|
+$40.7K
|
+636
|
+18%
|
|
|
142
|
Whittier Trust
South Pasadena,
California
|
$277K
|
–
|
–
|
–
|
|
|
143
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$273K
|
+$261K
|
+4,074
|
New
|
|
|
144
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$265K
|
-$7.55K
|
-118
|
-3%
|
|
|
145
|
One Capital Management
Westlake Village,
California
|
$265K
|
–
|
–
|
–
|
|
|
146
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$260K
|
–
|
–
|
–
|
|
|
147
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$260K
|
–
|
–
|
–
|
|
|
148
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$258K
|
+$246K
|
+3,844
|
New
|
|
|
149
|
Renaissance Technologies
New York
|
$255K
|
+$243K
|
+3,800
|
New
|
|
|
150
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$255K
|
+$243K
|
+3,802
|
New
|
|
