|
501
|
Ascent Wealth Partners
New Hartford,
New York
|
$390K
|
–
|
–
|
–
|
|
|
502
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$387K
|
-$5.79K
|
-62
|
-1%
|
|
|
503
|
Coe Capital Management
Highland Park,
Illinois
|
$385K
|
-$33.6K
|
-360
|
-8%
|
|
|
504
|
Savant Capital
Rockford,
Illinois
|
$385K
|
+$63.4K
|
+679
|
+20%
|
|
|
505
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$380K
|
+$3.73K
|
+40
|
+1%
|
|
|
506
|
Narus Financial Partners
Salt Lake City,
Utah
|
$375K
|
+$114K
|
+1,217
|
+44%
|
|
|
507
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$373K
|
–
|
–
|
–
|
|
|
508
|
Patten & Patten
Chattanooga,
Tennessee
|
$372K
|
–
|
–
|
–
|
|
|
509
|
Boltwood Capital Management
Walnut Creek,
California
|
$371K
|
–
|
–
|
–
|
|
|
510
|
Tortoise Investment Management
White Plains,
New York
|
$366K
|
–
|
–
|
–
|
|
|
511
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$363K
|
-$139K
|
-1,489
|
-28%
|
|
|
512
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$360K
|
+$124K
|
+1,329
|
+54%
|
|
|
513
|
Dowling & Yahnke
San Diego,
California
|
$355K
|
–
|
–
|
–
|
|
|
514
|
Quantum Capital Management (California)
San Francisco,
California
|
$354K
|
–
|
–
|
–
|
|
|
515
|
Brookmont Capital Management
Dallas,
Texas
|
$349K
|
+$47.1K
|
+505
|
+16%
|
|
|
516
|
Sandy Spring Bank
Olney,
Maryland
|
$344K
|
-$129K
|
-1,383
|
-28%
|
|
|
517
|
Legacy Private Trust
Neenah,
Wisconsin
|
$344K
|
+$16.8K
|
+180
|
+5%
|
|
|
518
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$335K
|
+$560
|
+6
|
+0.2%
|
|
|
519
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$332K
|
-$728K
|
-7,803
|
-69%
|
|
|
520
|
Covenant Asset Management
Chester,
New Jersey
|
$330K
|
-$5.6K
|
-60
|
-2%
|
|
|
521
|
Liberty Capital Management
Birmingham,
Michigan
|
$330K
|
+$316K
|
+3,392
|
New
|
|
|
522
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$329K
|
-$163K
|
-1,750
|
-34%
|
|
|
523
|
Lido Advisors
Los Angeles,
California
|
$329K
|
+$317K
|
+3,400
|
New
|
|
|
524
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$327K
|
+$23.3K
|
+250
|
+8%
|
|
|
525
|
Perigon Wealth Management
San Francisco,
California
|
$326K
|
-$45K
|
-482
|
-12%
|
|
