|
851
|
TrueWealth LLC
Atlanta,
Georgia
|
$671K
|
+$20.4K
|
+146
|
+3%
|
|
|
852
|
Whalerock Point Partners
Providence,
Rhode Island
|
$668K
|
+$20.9K
|
+150
|
+3%
|
|
|
853
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$668K
|
+$25.5K
|
+183
|
+4%
|
|
|
854
|
Simon Quick Advisors
Morristown,
New Jersey
|
$663K
|
-$21.6K
|
-155
|
-3%
|
|
|
855
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$661K
|
+$9.07K
|
+65
|
+1%
|
|
|
856
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$660K
|
+$17.7K
|
+127
|
+3%
|
|
|
857
|
Summit Trail Advisors
New York
|
$658K
|
+$634K
|
+4,546
|
New
|
|
|
858
|
Franklin Resources
San Mateo,
California
|
$653K
|
-$569K
|
-4,075
|
-47%
|
|
|
859
|
Spinnaker Trust
Portland,
Maine
|
$653K
|
+$175K
|
+1,252
|
+38%
|
|
|
860
|
Frontier Wealth Management
Kansas City,
Missouri
|
$652K
|
-$419
|
-3
|
-0.1%
|
|
|
861
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$651K
|
+$977
|
+7
|
+0.2%
|
|
|
862
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$640K
|
-$62.1K
|
-445
|
-9%
|
|
|
863
|
Altium Wealth Management
Purchase,
New York
|
$638K
|
+$11.7K
|
+84
|
+2%
|
|
|
864
|
Elmwood Wealth Management
Berkeley,
California
|
$634K
|
+$1.67K
|
+12
|
+0.3%
|
|
|
865
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$630K
|
+$136K
|
+972
|
+29%
|
|
|
866
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$612K
|
–
|
–
|
–
|
|
|
867
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$612K
|
+$4.46K
|
+32
|
+0.8%
|
|
|
868
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$612K
|
+$109K
|
+780
|
+23%
|
|
|
869
|
CPWM LLC
Seattle,
Washington
|
$609K
|
-$1.84M
|
-13,170
|
-76%
|
|
|
870
|
Hollencrest Capital Management
Newport Beach,
California
|
$609K
|
–
|
–
|
–
|
|
|
871
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$606K
|
+$3.21K
|
+23
|
+0.6%
|
|
|
872
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$603K
|
+$361K
|
+2,590
|
+164%
|
|
|
873
|
Grove Bank & Trust
Miami,
Florida
|
$602K
|
-$15.5K
|
-111
|
-3%
|
|
|
874
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$599K
|
-$14K
|
-100
|
-2%
|
|
|
875
|
Independence Advisors
Wayne,
Pennsylvania
|
$598K
|
+$182K
|
+1,302
|
+46%
|
|
