|
851
|
Private Ocean
San Rafael,
California
|
$668K
|
+$71.5K
|
+1,184
|
+12%
|
|
|
852
|
Sterling Financial Planning
Sparta,
New Jersey
|
$665K
|
+$138K
|
+2,292
|
+26%
|
|
|
853
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$662K
|
–
|
–
|
–
|
|
|
854
|
Intersect Capital
San Ramon,
California
|
$661K
|
–
|
–
|
–
|
|
|
855
|
The Family Firm
Bethesda,
Maryland
|
$661K
|
+$725
|
+12
|
+0.1%
|
|
|
856
|
Aufman Associates
Sewickley,
Pennsylvania
|
$661K
|
+$1.69K
|
+28
|
+0.3%
|
|
|
857
|
Old National Bancorp
Evansville,
Indiana
|
$655K
|
-$38.9K
|
-644
|
-5%
|
|
|
858
|
Mather Group
Chicago,
Illinois
|
$654K
|
-$11.1K
|
-184
|
-2%
|
|
|
859
|
Realta Investment Advisors
Wilmington,
Delaware
|
$653K
|
+$50.5K
|
+836
|
+8%
|
|
|
860
|
|
$651K
|
+$638K
|
+10,564
|
New
|
|
|
861
|
Slow Capital
Greenbrae,
California
|
$650K
|
-$20.3K
|
-336
|
-3%
|
|
|
862
|
Cascadia Advisory Services
Portland,
Oregon
|
$649K
|
+$63.1K
|
+1,044
|
+11%
|
|
|
863
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$646K
|
-$1.45K
|
-24
|
-0.2%
|
|
|
864
|
CIBC World Market
Toronto,
Ontario, Canada
|
$643K
|
-$53.2K
|
-880
|
-7%
|
|
|
865
|
Golden State Wealth Management
Santa Ana,
California
|
$639K
|
–
|
–
|
–
|
|
|
866
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$635K
|
–
|
–
|
–
|
|
|
867
|
Credit Suisse
Zurich,
Switzerland
|
$632K
|
+$17.2K
|
+284
|
+3%
|
|
|
868
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$629K
|
–
|
–
|
–
|
|
|
869
|
Parsec Financial Management
Asheville,
North Carolina
|
$626K
|
–
|
–
|
–
|
|
|
870
|
Lindbrook Capital
Calabasas,
California
|
$625K
|
–
|
–
|
–
|
|
|
871
|
Moseley Investment Management
Bradenton,
Florida
|
$623K
|
-$6.04K
|
-100
|
-1%
|
|
|
872
|
Americana Partners
Houston,
Texas
|
$623K
|
–
|
–
|
–
|
|
|
873
|
WealthTrust Asset Management
Destin,
Florida
|
$622K
|
-$1.21K
|
-20
|
-0.2%
|
|
|
874
|
Barrett Asset Management
New York
|
$622K
|
+$361K
|
+5,968
|
+131%
|
|
|
875
|
Oxford Financial Group
Carmel,
Indiana
|
$619K
|
+$52K
|
+860
|
+9%
|
|
