|
626
|
Country Club Trust
Kansas City,
Missouri
|
$483K
|
+$594K
|
+14,340
|
New
|
|
|
627
|
|
$481K
|
+$105K
|
+2,532
|
+21%
|
|
|
628
|
Montecito Bank & Trust
Santa Barbara,
California
|
$478K
|
+$75.9K
|
+1,832
|
+14%
|
|
|
629
|
Matrix Private Capital Group
New York
|
$475K
|
-$37.9K
|
-916
|
-6%
|
|
|
630
|
Summit Wealth Partners
Orlando,
Florida
|
$474K
|
+$597K
|
+14,416
|
New
|
|
|
631
|
Welch & Forbes
Boston,
Massachusetts
|
$465K
|
–
|
–
|
–
|
|
|
632
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$457K
|
-$412K
|
-9,944
|
-42%
|
|
|
633
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$456K
|
-$202K
|
-4,888
|
-26%
|
|
|
634
|
Meridian Wealth Advisors
Austin,
Texas
|
$451K
|
-$38.3K
|
-924
|
-6%
|
|
|
635
|
Aufman Associates
Sewickley,
Pennsylvania
|
$451K
|
+$1.16K
|
+28
|
+0.2%
|
|
|
636
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$451K
|
+$567K
|
+13,688
|
New
|
|
|
637
|
Mitchell Capital Management
Leawood,
Kansas
|
$450K
|
–
|
–
|
–
|
|
|
638
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$447K
|
–
|
–
|
–
|
|
|
639
|
Cerity Partners OCIO
New York
|
$443K
|
-$3.64K
|
-88
|
-0.6%
|
|
|
640
|
J.W. Cole Advisors
Tampa,
Florida
|
$441K
|
-$2.88M
|
-69,668
|
-84%
|
|
|
641
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$435K
|
–
|
–
|
–
|
|
|
642
|
Baystate Wealth Management
Boston,
Massachusetts
|
$435K
|
+$243K
|
+5,876
|
+80%
|
|
|
643
|
Wealth Architects
Mountain View,
California
|
$434K
|
–
|
–
|
–
|
|
|
644
|
Center for Financial Planning
Southfied,
Michigan
|
$432K
|
+$537K
|
+12,960
|
+7,200%
|
|
|
645
|
|
$431K
|
-$55K
|
-1,328
|
-9%
|
|
|
646
|
Cambridge Trust
Cambridge,
Massachusetts
|
$429K
|
-$209K
|
-5,040
|
-28%
|
|
|
647
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$427K
|
-$102K
|
-2,456
|
-16%
|
|
|
648
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$426K
|
–
|
–
|
–
|
|
|
649
|
D. Scott Neal
Lexington,
Kentucky
|
$423K
|
-$3.71M
|
-89,712
|
-87%
|
|
|
650
|
Lighthouse Financial Advisors
New Market,
Maryland
|
$423K
|
+$73.5K
|
+1,776
|
+16%
|
|
