|
826
|
Weatherly Asset Management
Del Mar,
California
|
$211K
|
+$217K
|
+3,454
|
New
|
|
|
827
|
|
$211K
|
+$218K
|
+3,459
|
New
|
|
|
828
|
Capital Planning Advisors
Roseville,
California
|
$210K
|
–
|
–
|
–
|
|
|
829
|
Rockbridge Investment Management
Syracuse,
New York
|
$209K
|
+$9.56K
|
+152
|
+5%
|
|
|
830
|
TimeScale Financial
Danvers,
Massachusetts
|
$208K
|
-$41.5K
|
-659
|
-16%
|
|
|
831
|
Choate Investment Advisors
Boston,
Massachusetts
|
$205K
|
–
|
–
|
–
|
|
|
832
|
Cascadia Advisory Services
Portland,
Oregon
|
$205K
|
+$252
|
+4
|
+0.1%
|
|
|
833
|
Cahill Financial Advisors
Edina,
Minnesota
|
$205K
|
+$7.8K
|
+124
|
+4%
|
|
|
834
|
Charter Research & Investment Group
Southport,
Connecticut
|
$204K
|
–
|
–
|
–
|
|
|
835
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$204K
|
–
|
–
|
–
|
|
|
836
|
LPWM LLC
Minneapolis,
Minnesota
|
$202K
|
–
|
–
|
–
|
|
|
837
|
Private Capital Group
West Hartford,
Connecticut
|
$196K
|
-$2.71K
|
-43
|
-1%
|
|
|
838
|
Caldwell Trust
Venice,
Florida
|
$184K
|
–
|
–
|
–
|
|
|
839
|
Bollard Group
Boston,
Massachusetts
|
$182K
|
-$40.1K
|
-637
|
-18%
|
|
|
840
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$182K
|
+$1.01K
|
+16
|
+0.5%
|
|
|
841
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$179K
|
–
|
–
|
–
|
|
|
842
|
Versant Capital Management
Phoenix,
Arizona
|
$176K
|
+$252
|
+4
|
+0.1%
|
|
|
843
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$165K
|
–
|
–
|
–
|
|
|
844
|
CKW Financial Group
Honolulu,
Hawaii
|
$164K
|
–
|
–
|
–
|
|
|
845
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$155K
|
-$27.4K
|
-435
|
-15%
|
|
|
846
|
Brown Brothers Harriman & Co
New York
|
$153K
|
–
|
–
|
–
|
|
|
847
|
CNB Bank
Clearfield,
Pennsylvania
|
$152K
|
–
|
–
|
–
|
|
|
848
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$146K
|
–
|
–
|
–
|
|
|
849
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$144K
|
+$60.4K
|
+960
|
+69%
|
|
|
850
|
Tradewinds Capital Management
Bellingham,
Washington
|
$141K
|
–
|
–
|
–
|
|
