|
601
|
Nuveen
Charlotte,
North Carolina
|
$960K
|
+$184K
|
+4,533
|
+24%
|
|
|
602
|
Telos Capital Management
San Diego,
California
|
$949K
|
+$74.3K
|
+1,826
|
+9%
|
|
|
603
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$945K
|
+$96.8K
|
+2,380
|
+11%
|
|
|
604
|
Great Lakes Advisors
Chicago,
Illinois
|
$942K
|
-$4.59K
|
-113
|
-0.5%
|
|
|
605
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$938K
|
+$24.4K
|
+600
|
+3%
|
|
|
606
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$937K
|
+$75.8K
|
+1,865
|
+9%
|
|
|
607
|
EP Wealth Advisors
Torrance,
California
|
$937K
|
-$2.67M
|
-65,694
|
-74%
|
|
|
608
|
Gupta Wealth Management
San Diego,
California
|
$936K
|
+$931K
|
+22,899
|
New
|
|
|
609
|
Cornerstone Capital Management Holdings
New York
|
$933K
|
–
|
–
|
–
|
|
|
610
|
Lehman Financial Resources
Media,
Pennsylvania
|
$928K
|
-$18.3K
|
-450
|
-2%
|
|
|
611
|
Next Financial Group
Houston,
Texas
|
$928K
|
+$70.7K
|
+1,738
|
+8%
|
|
|
612
|
Clal Insurance
Tel-Aviv,
Israel
|
$924K
|
-$10.7K
|
-264
|
-1%
|
|
|
613
|
Brookstone Capital Management
Wheaton,
Illinois
|
$920K
|
-$16.8K
|
-414
|
-2%
|
|
|
614
|
Barrett Asset Management
New York
|
$919K
|
-$252K
|
-6,195
|
-22%
|
|
|
615
|
Vision Capital Management
Portland,
Oregon
|
$916K
|
+$911K
|
+22,403
|
New
|
|
|
616
|
Wealth Architects
Mountain View,
California
|
$914K
|
-$20.5K
|
-505
|
-2%
|
|
|
617
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$909K
|
+$186K
|
+4,568
|
+26%
|
|
|
618
|
Scotia Capital
Toronto,
Ontario, Canada
|
$904K
|
-$192K
|
-4,733
|
-18%
|
|
|
619
|
Raymond James Trust
St. Petersburg,
Florida
|
$901K
|
-$197K
|
-4,851
|
-18%
|
|
|
620
|
Community Bank
Dewitt,
New York
|
$891K
|
+$6.42K
|
+158
|
+0.7%
|
|
|
621
|
American Investment Services
Great Barrington,
Massachusetts
|
$889K
|
–
|
–
|
–
|
|
|
622
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$888K
|
-$534K
|
-13,140
|
-38%
|
|
|
623
|
Central Bank & Trust
Lexington,
Kentucky
|
$881K
|
+$2.48K
|
+61
|
+0.3%
|
|
|
624
|
Tiemann Investment Advisors
Menlo Park,
California
|
$881K
|
+$173K
|
+4,250
|
+25%
|
|
|
625
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$846K
|
-$24.4K
|
-600
|
-3%
|
|
