|
726
|
WhitTier Trust Company
Reno,
Nevada
|
$301K
|
–
|
–
|
–
|
|
|
727
|
Investment Advisory Group
Hanover,
Massachusetts
|
$301K
|
–
|
–
|
–
|
|
|
728
|
Successful Portfolios
Clearwater,
Florida
|
$300K
|
–
|
–
|
–
|
|
|
729
|
Mason Investment Advisory Services
Reston,
Virginia
|
$300K
|
+$299K
|
+2,808
|
New
|
|
|
730
|
Stonegate Investment Group
Birmingham,
Alabama
|
$299K
|
–
|
–
|
–
|
|
|
731
|
Family Investment Center
Saint Joseph,
Missouri
|
$298K
|
+$1.49K
|
+14
|
+0.5%
|
|
|
732
|
Austin Asset Management
Austin,
Texas
|
$298K
|
+$18.1K
|
+170
|
+6%
|
|
|
733
|
NWF Advisory Services
Los Angeles,
California
|
$297K
|
-$154K
|
-1,445
|
-34%
|
|
|
734
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$296K
|
-$50.7K
|
-477
|
-15%
|
|
|
735
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$293K
|
-$171K
|
-1,604
|
-37%
|
|
|
736
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$291K
|
+$290K
|
+2,725
|
New
|
|
|
737
|
SVB Wealth
Boston,
Massachusetts
|
$291K
|
-$262K
|
-2,467
|
-48%
|
|
|
738
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$290K
|
-$744
|
-7
|
-0.3%
|
|
|
739
|
Institute for Wealth Management
Denver,
Colorado
|
$290K
|
-$12.7K
|
-119
|
-4%
|
|
|
740
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$286K
|
–
|
–
|
–
|
|
|
741
|
WealthBridge Capital Management
Westerville,
Ohio
|
$286K
|
-$167K
|
-1,575
|
-37%
|
|
|
742
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$285K
|
-$138K
|
-1,297
|
-33%
|
|
|
743
|
Berger Financial Group
Plymouth,
Minnesota
|
$283K
|
+$957
|
+9
|
+0.3%
|
|
|
744
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$282K
|
-$109K
|
-1,021
|
-28%
|
|
|
745
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$280K
|
-$23.4K
|
-220
|
-8%
|
|
|
746
|
Cypress Wealth Services
Palm Desert,
California
|
$278K
|
-$64.9K
|
-610
|
-19%
|
|
|
747
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$278K
|
+$22.1K
|
+208
|
+9%
|
|
|
748
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$277K
|
+$27.5K
|
+259
|
+11%
|
|
|
749
|
Vanguard Group
Malvern,
Pennsylvania
|
$276K
|
–
|
–
|
–
|
|
|
750
|
Baker Avenue Asset Management
San Francisco,
California
|
$275K
|
+$425
|
+4
|
+0.2%
|
|
