|
601
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$712K
|
-$58.7K
|
-704
|
-8%
|
|
|
602
|
|
$712K
|
+$37.5K
|
+450
|
+6%
|
|
|
603
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$709K
|
+$260K
|
+3,118
|
+58%
|
|
|
604
|
Montecito Bank & Trust
Santa Barbara,
California
|
$702K
|
-$39K
|
-468
|
-5%
|
|
|
605
|
Twele Capital Management
Minnetonka,
Minnesota
|
$702K
|
+$86.8K
|
+1,041
|
+14%
|
|
|
606
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$697K
|
–
|
–
|
–
|
|
|
607
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$694K
|
-$601K
|
-7,210
|
-46%
|
|
|
608
|
WMS Partners
Towson,
Maryland
|
$694K
|
+$696K
|
+8,341
|
New
|
|
|
609
|
Zacks Investment Management
Chicago,
Illinois
|
$692K
|
-$91.7K
|
-1,099
|
-12%
|
|
|
610
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$685K
|
+$687K
|
+8,233
|
New
|
|
|
611
|
Quantum Capital Management (California)
San Francisco,
California
|
$682K
|
-$4.34K
|
-52
|
-0.6%
|
|
|
612
|
ACG Wealth
Atlanta,
Georgia
|
$680K
|
-$4.5K
|
-54
|
-0.7%
|
|
|
613
|
Essex Financial Services
Essex,
Connecticut
|
$679K
|
+$106K
|
+1,275
|
+19%
|
|
|
614
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$675K
|
+$396K
|
+4,754
|
+141%
|
|
|
615
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$671K
|
–
|
–
|
–
|
|
|
616
|
Aviance Capital Partners
Naples,
Florida
|
$671K
|
+$166K
|
+1,995
|
+33%
|
|
|
617
|
Chevy Chase Trust
Bethesda,
Maryland
|
$668K
|
-$20.8K
|
-250
|
-3%
|
|
|
618
|
CIBC World Market
Toronto,
Ontario, Canada
|
$666K
|
-$39.4K
|
-473
|
-6%
|
|
|
619
|
BTR Capital Management
Oakland,
California
|
$664K
|
-$22.5K
|
-270
|
-3%
|
|
|
620
|
Sonata Capital Group
Seattle,
Washington
|
$663K
|
+$12.5K
|
+150
|
+2%
|
|
|
621
|
CWH Capital Management
Spokane,
Washington
|
$654K
|
+$32.6K
|
+391
|
+5%
|
|
|
622
|
Roundview Capital
Princeton,
New Jersey
|
$652K
|
+$22K
|
+264
|
+3%
|
|
|
623
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$647K
|
-$126K
|
-1,510
|
-16%
|
|
|
624
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$646K
|
-$25K
|
-300
|
-4%
|
|
|
625
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$646K
|
+$28.5K
|
+342
|
+5%
|
|
