|
151
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$623K
|
+$640K
|
+13,888
|
New
|
|
|
152
|
Montecito Bank & Trust
Santa Barbara,
California
|
$620K
|
-$314K
|
-6,820
|
-33%
|
|
|
153
|
Osborne Partners Capital Management
San Francisco,
California
|
$604K
|
+$3.5K
|
+76
|
+0.6%
|
|
|
154
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$604K
|
+$221K
|
+4,800
|
+55%
|
|
|
155
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$600K
|
–
|
–
|
–
|
|
|
156
|
|
$597K
|
+$72.7K
|
+1,578
|
+12%
|
|
|
157
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$594K
|
+$50.3K
|
+1,093
|
+9%
|
|
|
158
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$592K
|
-$48.9K
|
-1,061
|
-7%
|
|
|
159
|
Pasadena Private Wealth
Pasadena,
California
|
$585K
|
+$601K
|
+13,050
|
New
|
|
|
160
|
Natixis Advisors
Boston,
Massachusetts
|
$581K
|
+$34.5K
|
+748
|
+6%
|
|
|
161
|
Ameriprise
Minneapolis,
Minnesota
|
$562K
|
+$5.57K
|
+121
|
+1%
|
|
|
162
|
Family CFO
Los Altos,
California
|
$542K
|
–
|
–
|
–
|
|
|
163
|
Stelac Advisory Services
New York
|
$534K
|
–
|
–
|
–
|
|
|
164
|
Pathstone Holdings
Englewood,
New Jersey
|
$519K
|
+$533K
|
+11,565
|
New
|
|
|
165
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$518K
|
+$33.2K
|
+720
|
+7%
|
|
|
166
|
Summit Global Investments
Bountiful,
Utah
|
$516K
|
+$137K
|
+2,984
|
+35%
|
|
|
167
|
HB Wealth Management
Atlanta,
Georgia
|
$516K
|
+$209K
|
+4,545
|
+65%
|
|
|
168
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$511K
|
–
|
–
|
–
|
|
|
169
|
Waverly Advisors
Birmingham,
Alabama
|
$510K
|
+$524K
|
+11,378
|
New
|
|
|
170
|
Generali Asset Management
Trieste,
Italy
|
$510K
|
–
|
–
|
–
|
|
|
171
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$508K
|
-$37.5K
|
-815
|
-7%
|
|
|
172
|
Evanson Financial
Mclean,
Virginia
|
$505K
|
+$519K
|
+11,257
|
New
|
|
|
173
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$503K
|
–
|
–
|
–
|
|
|
174
|
FC Advisory
West Chester,
Pennsylvania
|
$502K
|
-$14K
|
-303
|
-3%
|
|
|
175
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$496K
|
+$175K
|
+3,802
|
+52%
|
|
