|
301
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$839K
|
+$10.2K
|
+151
|
+1%
|
|
|
302
|
Graypoint LLC
Albany,
New York
|
$829K
|
-$3.86K
|
-57
|
-0.5%
|
|
|
303
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$826K
|
-$46.7K
|
-689
|
-5%
|
|
|
304
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$825K
|
+$14.6K
|
+215
|
+2%
|
|
|
305
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$820K
|
+$21.1K
|
+311
|
+3%
|
|
|
306
|
Transcend Capital Advisors
Madison,
New Jersey
|
$810K
|
-$7.79K
|
-115
|
-0.9%
|
|
|
307
|
Steward Partners Investment Advisory
New York
|
$808K
|
+$1.29K
|
+19
|
+0.2%
|
|
|
308
|
Aries Wealth Management
Portland,
Maine
|
$801K
|
–
|
–
|
–
|
|
|
309
|
One Day In July LLC
Burlington,
Vermont
|
$792K
|
-$5.62K
|
-83
|
-0.7%
|
|
|
310
|
The Family Firm
Bethesda,
Maryland
|
$784K
|
+$12K
|
+177
|
+2%
|
|
|
311
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$760K
|
–
|
–
|
–
|
|
|
312
|
Brown Advisory
Baltimore,
Maryland
|
$755K
|
-$59.1K
|
-873
|
-7%
|
|
|
313
|
Atria Investments
Charlotte,
North Carolina
|
$750K
|
+$761K
|
+11,234
|
New
|
|
|
314
|
US Bancorp
Minneapolis,
Minnesota
|
$750K
|
+$176K
|
+2,594
|
+30%
|
|
|
315
|
Advisory Services Network
Atlanta,
Georgia
|
$746K
|
+$52.1K
|
+769
|
+7%
|
|
|
316
|
Sunesis Advisors
Overland Park,
Kansas
|
$746K
|
–
|
–
|
–
|
|
|
317
|
NorthRock Partners
Minneapolis,
Minnesota
|
$740K
|
+$73.2K
|
+1,080
|
+11%
|
|
|
318
|
|
$737K
|
+$42.1K
|
+622
|
+6%
|
|
|
319
|
Black Swift Group
Boulder,
Colorado
|
$733K
|
+$743K
|
+10,975
|
New
|
|
|
320
|
Spire Wealth Management
Mclean,
Virginia
|
$727K
|
-$113K
|
-1,666
|
-13%
|
|
|
321
|
Oppenheimer & Co
New York
|
$724K
|
-$58.2K
|
-859
|
-7%
|
|
|
322
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$720K
|
+$185K
|
+2,732
|
+34%
|
|
|
323
|
Wellington Shields Capital Management
New York
|
$709K
|
+$720K
|
+10,625
|
New
|
|
|
324
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$708K
|
+$6.91K
|
+102
|
+1%
|
|
|
325
|
Evercore Wealth Management
New York
|
$707K
|
–
|
–
|
–
|
|
