|
301
|
Baystate Wealth Management
Boston,
Massachusetts
|
$849K
|
-$39.8K
|
-503
|
-5%
|
|
|
302
|
Alpha Cubed Investments
Irvine,
California
|
$834K
|
+$23.9K
|
+302
|
+3%
|
|
|
303
|
Tocqueville Asset Management
New York
|
$831K
|
+$809K
|
+10,235
|
New
|
|
|
304
|
AIMZ Investment Advisors
Los Altos,
California
|
$829K
|
+$808K
|
+10,217
|
New
|
|
|
305
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$828K
|
+$808K
|
+10,220
|
New
|
|
|
306
|
Busey Bank
Urbana,
Illinois
|
$825K
|
–
|
–
|
–
|
|
|
307
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$819K
|
+$11.1K
|
+140
|
+1%
|
|
|
308
|
Charles Schwab
San Francisco,
California
|
$812K
|
-$1.98M
|
-25,000
|
-71%
|
|
|
309
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$812K
|
+$418K
|
+5,286
|
+112%
|
|
|
310
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$806K
|
-$3.16K
|
-40
|
-0.4%
|
|
|
311
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$800K
|
+$357K
|
+4,516
|
+85%
|
|
|
312
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$790K
|
-$24.9K
|
-315
|
-3%
|
|
|
313
|
Williams Jones & Associates
New York
|
$787K
|
+$1.98K
|
+25
|
+0.3%
|
|
|
314
|
Aspiriant Holdings S3
Los Angeles,
California
|
$774K
|
-$30.1K
|
-380
|
-4%
|
|
|
315
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$772K
|
-$654K
|
-8,264
|
-46%
|
|
|
316
|
Levin Capital Strategies
New York
|
$771K
|
–
|
–
|
–
|
|
|
317
|
PacWest Financial Management
Phoenix,
Arizona
|
$768K
|
-$11.9K
|
-150
|
-2%
|
|
|
318
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$764K
|
–
|
–
|
–
|
|
|
319
|
Ronald Blue & Co
Roswell,
Georgia
|
$761K
|
+$175K
|
+2,213
|
+31%
|
|
|
320
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$760K
|
+$25.9K
|
+327
|
+4%
|
|
|
321
|
Fiduciary Services Corp
Savannah,
Georgia
|
$757K
|
+$186K
|
+2,348
|
+34%
|
|
|
322
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$752K
|
–
|
–
|
–
|
|
|
323
|
Edgestream Partners
Princeton,
New Jersey
|
$751K
|
-$714K
|
-9,024
|
-49%
|
|
|
324
|
Cornerstone Management
Duluth,
Georgia
|
$747K
|
+$728K
|
+9,200
|
New
|
|
|
325
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$744K
|
+$81.4K
|
+1,029
|
+13%
|
|
