|
626
|
SVB Wealth
Boston,
Massachusetts
|
$274K
|
+$25.3K
|
+383
|
+10%
|
|
|
627
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$273K
|
–
|
–
|
–
|
|
|
628
|
Verity Asset Management
Durham,
North Carolina
|
$271K
|
-$420K
|
-6,350
|
-61%
|
|
|
629
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$271K
|
+$266K
|
+4,020
|
New
|
|
|
630
|
Bard Financial Services
Branford,
Connecticut
|
$269K
|
+$264K
|
+3,995
|
New
|
|
|
631
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$267K
|
-$1.18M
|
-17,876
|
-82%
|
|
|
632
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$263K
|
–
|
–
|
–
|
|
|
633
|
Donaldson Capital Management
Evansville,
Indiana
|
$263K
|
+$198
|
+3
|
+0.1%
|
|
|
634
|
TL Private Wealth
Southlake,
Texas
|
$261K
|
+$1.65K
|
+25
|
+0.6%
|
|
|
635
|
Global Endowment Management
Charlotte,
North Carolina
|
$260K
|
-$355K
|
-5,370
|
-58%
|
|
|
636
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$260K
|
+$255K
|
+3,855
|
New
|
|
|
637
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$259K
|
-$6.48K
|
-98
|
-2%
|
|
|
638
|
HT Partners
Centerbrook,
Connecticut
|
$258K
|
–
|
–
|
–
|
|
|
639
|
TD Private Client Wealth
New York
|
$256K
|
-$2.97K
|
-45
|
-1%
|
|
|
640
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$256K
|
-$350K
|
-5,295
|
-58%
|
|
|
641
|
Round Table Services
Westfield,
New Jersey
|
$256K
|
+$27K
|
+408
|
+12%
|
|
|
642
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$255K
|
–
|
–
|
–
|
|
|
643
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$255K
|
–
|
–
|
–
|
|
|
644
|
Matrix Private Capital Group
New York
|
$255K
|
+$250K
|
+3,783
|
New
|
|
|
645
|
|
$253K
|
-$15.8K
|
-239
|
-6%
|
|
|
646
|
International Assets Investment Management
Orlando,
Florida
|
$250K
|
-$31.3K
|
-473
|
-11%
|
|
|
647
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$248K
|
+$396
|
+6
|
+0.2%
|
|
|
648
|
Koshinski Asset Management
Decatur,
Illinois
|
$244K
|
-$350K
|
-5,302
|
-59%
|
|
|
649
|
Smith Anglin Financial
Dallas,
Texas
|
$242K
|
+$237K
|
+3,583
|
New
|
|
|
650
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$242K
|
+$238K
|
+3,595
|
New
|
|
