|
551
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.08M
|
-$42.7K
|
-980
|
-4%
|
|
|
552
|
Essex Savings Bank
Essex,
Connecticut
|
$1.08M
|
–
|
–
|
–
|
|
|
553
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.08M
|
+$9.76K
|
+224
|
+1%
|
|
|
554
|
Ranch Capital Advisors
Sarasota,
Florida
|
$1.06M
|
+$697
|
+16
|
+0.1%
|
|
|
555
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$1.05M
|
+$87.2K
|
+2,000
|
+9%
|
|
|
556
|
Hilltop Holdings
Dallas,
Texas
|
$1.05M
|
-$71.6K
|
-1,644
|
-6%
|
|
|
557
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.04M
|
+$4.18K
|
+96
|
+0.4%
|
|
|
558
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1.04M
|
+$188K
|
+4,316
|
+22%
|
|
|
559
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.03M
|
–
|
–
|
–
|
|
|
560
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$1.03M
|
–
|
–
|
–
|
|
|
561
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$1.03M
|
+$17.4K
|
+400
|
+2%
|
|
|
562
|
Lido Advisors
Los Angeles,
California
|
$1.02M
|
+$1.01M
|
+23,260
|
New
|
|
|
563
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.02M
|
+$21.3K
|
+488
|
+2%
|
|
|
564
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.02M
|
+$57.5K
|
+1,320
|
+6%
|
|
|
565
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$995K
|
–
|
–
|
–
|
|
|
566
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$993K
|
+$24.4K
|
+560
|
+3%
|
|
|
567
|
Soltis Investment Advisors
St. George,
Utah
|
$991K
|
+$11.3K
|
+260
|
+1%
|
|
|
568
|
Community Financial Services Group
Newport,
Vermont
|
$988K
|
+$9.41K
|
+216
|
+1%
|
|
|
569
|
Covenant Asset Management
Chester,
New Jersey
|
$987K
|
-$3.83K
|
-88
|
-0.4%
|
|
|
570
|
Minot Wealth Management
Westwood,
Massachusetts
|
$985K
|
-$87.2K
|
-2,000
|
-8%
|
|
|
571
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$978K
|
-$32.1K
|
-736
|
-3%
|
|
|
572
|
SigFig Wealth Management
San Francisco,
California
|
$978K
|
+$69.2K
|
+1,588
|
+8%
|
|
|
573
|
Chandler Asset Management
San Diego,
California
|
$975K
|
–
|
–
|
–
|
|
|
574
|
Wolverine Trading
Chicago,
Illinois
|
$973K
|
+$968K
|
+22,204
|
New
|
|
|
575
|
Advisory Research
Chicago,
Illinois
|
$970K
|
–
|
–
|
–
|
|
