|
651
|
Trust Company of the South
Greensboro,
North Carolina
|
$13.2M
|
+$12.4M
|
+30,210
|
New
|
|
|
652
|
TFB Advisors
Overland Park,
Kansas
|
$13.1M
|
+$12.3M
|
+30,004
|
New
|
|
|
653
|
Marcum Wealth
Cleveland,
Ohio
|
$13.1M
|
+$226K
|
+551
|
+2%
|
|
|
654
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$13.1M
|
+$1.81M
|
+4,414
|
+17%
|
|
|
655
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$13M
|
+$29.1K
|
+71
|
+0.2%
|
|
|
656
|
One Capital Management
Westlake Village,
California
|
$13M
|
+$1.51M
|
+3,699
|
+14%
|
|
|
657
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$12.9M
|
+$464K
|
+1,133
|
+4%
|
|
|
658
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$12.9M
|
+$2.92M
|
+7,135
|
+32%
|
|
|
659
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$12.9M
|
+$471K
|
+1,150
|
+4%
|
|
|
660
|
Retirement Capital Strategies
San Jose,
California
|
$12.9M
|
-$21.1M
|
-51,648
|
-64%
|
|
|
661
|
DeDora Capital
Napa,
California
|
$12.8M
|
-$47.9K
|
-117
|
-0.4%
|
|
|
662
|
HoyleCohen
San Diego,
California
|
$12.8M
|
+$578K
|
+1,411
|
+5%
|
|
|
663
|
Integral Investment Advisors
Turlock,
California
|
$12.7M
|
+$11.5M
|
+27,975
|
+2,327%
|
|
|
664
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$12.7M
|
+$729K
|
+1,780
|
+7%
|
|
|
665
|
Parkside Advisors
Berkeley,
California
|
$12.7M
|
-$318K
|
-777
|
-3%
|
|
|
666
|
S&T Bank
Indiana,
Pennsylvania
|
$12.7M
|
-$506K
|
-1,237
|
-4%
|
|
|
667
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$12.7M
|
+$213K
|
+520
|
+2%
|
|
|
668
|
Lodestar Private Asset Management
Alamo,
California
|
$12.6M
|
-$2.46K
|
-6
|
-0%
|
|
|
669
|
Brown Brothers Harriman & Co
New York
|
$12.6M
|
+$76.6K
|
+187
|
+0.7%
|
|
|
670
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$12.6M
|
-$138K
|
-337
|
-1%
|
|
|
671
|
Van Strum & Towne
San Francisco,
California
|
$12.6M
|
-$387K
|
-945
|
-3%
|
|
|
672
|
Avory & Company
Miami,
Florida
|
$12.6M
|
–
|
–
|
–
|
|
|
673
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$12.6M
|
+$318K
|
+776
|
+3%
|
|
|
674
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$12.6M
|
+$1.76M
|
+4,302
|
+18%
|
|
|
675
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$12.5M
|
+$78.6K
|
+192
|
+0.7%
|
|
