|
151
|
Western Wealth Management
Golden,
Colorado
|
$341K
|
–
|
–
|
–
|
|
|
152
|
Secure Asset Management
Troy,
Michigan
|
$337K
|
+$315K
|
+5,042
|
New
|
|
|
153
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$336K
|
–
|
–
|
–
|
|
|
154
|
Affinia Financial Group
Burlington,
Massachusetts
|
$310K
|
-$22.9K
|
-366
|
-7%
|
|
|
155
|
First Personal Financial Services
Charlotte,
North Carolina
|
$305K
|
-$15.3K
|
-244
|
-5%
|
|
|
156
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$305K
|
+$5.13K
|
+82
|
+2%
|
|
|
157
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$304K
|
-$80.5K
|
-1,286
|
-22%
|
|
|
158
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$304K
|
-$18.8K
|
-300
|
-6%
|
|
|
159
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$304K
|
-$14.3K
|
-228
|
-5%
|
|
|
160
|
D.A. Davidson & Co
Great Falls,
Montana
|
$303K
|
-$101K
|
-1,618
|
-26%
|
|
|
161
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$299K
|
-$8.63K
|
-138
|
-3%
|
|
|
162
|
Pacific Center for Financial Services
San Ramon,
California
|
$294K
|
+$626
|
+10
|
+0.2%
|
|
|
163
|
RVW Wealth
Los Angeles,
California
|
$289K
|
+$271K
|
+4,324
|
New
|
|
|
164
|
Graypoint LLC
Albany,
New York
|
$288K
|
–
|
–
|
–
|
|
|
165
|
Harborview Advisors
Portland,
Maine
|
$286K
|
-$1K
|
-16
|
-0.4%
|
|
|
166
|
Whittier Trust
South Pasadena,
California
|
$286K
|
–
|
–
|
–
|
|
|
167
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$284K
|
+$751
|
+12
|
+0.3%
|
|
|
168
|
Fairview Capital Investment Management
Greenbrae,
California
|
$284K
|
+$9.39K
|
+150
|
+4%
|
|
|
169
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$272K
|
+$10.9K
|
+174
|
+4%
|
|
|
170
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$271K
|
+$626
|
+10
|
+0.2%
|
|
|
171
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$266K
|
+$125
|
+2
|
+0.1%
|
|
|
172
|
Advisory Services Network
Atlanta,
Georgia
|
$265K
|
–
|
–
|
–
|
|
|
173
|
One Capital Management
Westlake Village,
California
|
$265K
|
–
|
–
|
–
|
|
|
174
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$260K
|
–
|
–
|
–
|
|
|
175
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$253K
|
+$20.1K
|
+322
|
+9%
|
|
