|
301
|
Gofen & Glossberg
Chicago,
Illinois
|
$575K
|
–
|
–
|
–
|
|
|
302
|
|
$573K
|
–
|
–
|
–
|
|
|
303
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$561K
|
–
|
–
|
–
|
|
|
304
|
Girard Securities
San Diego,
California
|
$558K
|
+$112
|
+6
|
+0%
|
|
|
305
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$535K
|
+$781
|
+42
|
+0.1%
|
|
|
306
|
North Star Asset Management
Neenah,
Wisconsin
|
$532K
|
-$2.79K
|
-150
|
-0.5%
|
|
|
307
|
Berkeley Capital Partners
Milton,
Georgia
|
$508K
|
–
|
–
|
–
|
|
|
308
|
Oakworth Capital
Birmingham,
Alabama
|
$505K
|
–
|
–
|
–
|
|
|
309
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$503K
|
–
|
–
|
–
|
|
|
310
|
Koshinski Asset Management
Decatur,
Illinois
|
$499K
|
-$47K
|
-2,526
|
-9%
|
|
|
311
|
Appropriate Balance Financial Services
Bellevue,
Washington
|
$489K
|
+$77.7K
|
+4,176
|
+19%
|
|
|
312
|
Ballentine Partners
Waltham,
Massachusetts
|
$487K
|
–
|
–
|
–
|
|
|
313
|
Parsec Financial Management
Asheville,
North Carolina
|
$477K
|
+$104K
|
+5,592
|
+28%
|
|
|
314
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$463K
|
-$99.9K
|
-5,370
|
-18%
|
|
|
315
|
Allworth Financial
Folsom,
California
|
$463K
|
+$25.7K
|
+1,380
|
+6%
|
|
|
316
|
|
$449K
|
-$59.9K
|
-3,222
|
-12%
|
|
|
317
|
Windsor Capital Management
Phoenix,
Arizona
|
$448K
|
+$446K
|
+23,946
|
New
|
|
|
318
|
HeadInvest LLC
Portland,
Maine
|
$443K
|
-$96.2K
|
-5,172
|
-18%
|
|
|
319
|
Legacy Private Trust
Neenah,
Wisconsin
|
$442K
|
-$436K
|
-23,442
|
-50%
|
|
|
320
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$438K
|
–
|
–
|
–
|
|
|
321
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$434K
|
+$8.26K
|
+444
|
+2%
|
|
|
322
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$431K
|
+$253K
|
+13,590
|
+144%
|
|
|
323
|
Cabot Wealth Management
Salem,
Massachusetts
|
$430K
|
-$19K
|
-1,020
|
-4%
|
|
|
324
|
MAI Capital Management
Independence,
Ohio
|
$419K
|
+$58.9K
|
+3,168
|
+17%
|
|
|
325
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$418K
|
-$4.02K
|
-216
|
-1%
|
|
