|
501
|
AssetMark Inc
Concord,
California
|
$645K
|
+$27.7K
|
+720
|
+5%
|
|
|
502
|
Peak Asset Management
Louisville,
Colorado
|
$640K
|
-$49.4K
|
-1,284
|
-7%
|
|
|
503
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$637K
|
–
|
–
|
–
|
|
|
504
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$635K
|
-$308
|
-8
|
-0.1%
|
|
|
505
|
VERITY Wealth Advisors
Sausalito,
United States
|
$629K
|
+$2.31K
|
+60
|
+0.4%
|
|
|
506
|
TPG Financial Advisors
Portland,
Oregon
|
$629K
|
+$9.69K
|
+252
|
+2%
|
|
|
507
|
HoyleCohen
San Diego,
California
|
$629K
|
+$151K
|
+3,932
|
+34%
|
|
|
508
|
Frontier Wealth Management
Kansas City,
Missouri
|
$627K
|
-$26.8K
|
-696
|
-4%
|
|
|
509
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$625K
|
-$26.9K
|
-700
|
-4%
|
|
|
510
|
Essex Savings Bank
Essex,
Connecticut
|
$624K
|
+$228K
|
+5,936
|
+62%
|
|
|
511
|
Segment Wealth Management
Houston,
Texas
|
$614K
|
–
|
–
|
–
|
|
|
512
|
Ashfield Capital Partners
San Francisco,
California
|
$612K
|
–
|
–
|
–
|
|
|
513
|
Oxbow Advisors
Austin,
Texas
|
$611K
|
–
|
–
|
–
|
|
|
514
|
Montecito Bank & Trust
Santa Barbara,
California
|
$599K
|
+$15.4K
|
+400
|
+3%
|
|
|
515
|
Community Financial Services Group
Newport,
Vermont
|
$594K
|
+$28.6K
|
+744
|
+5%
|
|
|
516
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$591K
|
-$15.5K
|
-404
|
-3%
|
|
|
517
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$590K
|
-$101K
|
-2,620
|
-15%
|
|
|
518
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$588K
|
-$17.1K
|
-444
|
-3%
|
|
|
519
|
Smith, Moore & Co
Clayton,
Missouri
|
$586K
|
-$555K
|
-14,424
|
-50%
|
|
|
520
|
Signet Financial Management
Parsippany,
New Jersey
|
$582K
|
-$327K
|
-8,496
|
-38%
|
|
|
521
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$581K
|
+$26.2K
|
+680
|
+5%
|
|
|
522
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$580K
|
+$2.92K
|
+76
|
+0.5%
|
|
|
523
|
Legacy Private Trust
Neenah,
Wisconsin
|
$578K
|
–
|
–
|
–
|
|
|
524
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$571K
|
-$17.7K
|
-460
|
-3%
|
|
|
525
|
Great Lakes Advisors
Chicago,
Illinois
|
$571K
|
–
|
–
|
–
|
|
