|
601
|
Vivaldi Capital Management
Chicago,
Illinois
|
$312K
|
–
|
–
|
–
|
|
|
602
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$309K
|
+$53K
|
+550
|
+21%
|
|
|
603
|
Homrich & Berg
Atlanta,
Georgia
|
$307K
|
-$149K
|
-1,550
|
-33%
|
|
|
604
|
Minot Wealth Management
Westwood,
Massachusetts
|
$307K
|
–
|
–
|
–
|
|
|
605
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$306K
|
+$96
|
+1
|
+0%
|
|
|
606
|
Golden State Wealth Management
Santa Ana,
California
|
$305K
|
-$55K
|
-571
|
-15%
|
|
|
607
|
Narwhal Capital Management
Marietta,
Georgia
|
$305K
|
-$45.8K
|
-475
|
-13%
|
|
|
608
|
Modera Wealth Management
Westwood,
New Jersey
|
$305K
|
+$303K
|
+3,146
|
New
|
|
|
609
|
Intelligence Driven Advisers
Carlsbad,
California
|
$301K
|
–
|
–
|
–
|
|
|
610
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$301K
|
–
|
–
|
–
|
|
|
611
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$301K
|
+$482
|
+5
|
+0.2%
|
|
|
612
|
Financial Engines Advisors
Santa Clara,
California
|
$300K
|
+$298K
|
+3,090
|
New
|
|
|
613
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$299K
|
–
|
–
|
–
|
|
|
614
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$297K
|
-$480K
|
-4,985
|
-62%
|
|
|
615
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$295K
|
-$20.4K
|
-212
|
-7%
|
|
|
616
|
JD Financial Services
Carlisle,
Pennsylvania
|
$294K
|
+$291K
|
+3,025
|
New
|
|
|
617
|
Basso Capital Management
Stamford,
Connecticut
|
$291K
|
+$289K
|
+3,000
|
New
|
|
|
618
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$290K
|
+$1.06K
|
+11
|
+0.4%
|
|
|
619
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$289K
|
–
|
–
|
–
|
|
|
620
|
BFSG LLC
Irvine,
California
|
$289K
|
–
|
–
|
–
|
|
|
621
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$288K
|
+$64.1K
|
+665
|
+29%
|
|
|
622
|
Bouchey Financial Group
Troy,
New York
|
$279K
|
+$61.7K
|
+640
|
+29%
|
|
|
623
|
Roosevelt Investment Group
New York
|
$277K
|
+$6.84K
|
+71
|
+3%
|
|
|
624
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$275K
|
–
|
–
|
–
|
|
|
625
|
True Link Financial Advisors
San Francisco,
California
|
$275K
|
+$273K
|
+2,829
|
New
|
|
