|
651
|
BFSG LLC
Irvine,
California
|
$320K
|
+$9.86K
|
+136
|
+3%
|
|
|
652
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$319K
|
+$299K
|
+4,131
|
New
|
|
|
653
|
Meridian Wealth Advisors
Austin,
Texas
|
$318K
|
–
|
–
|
–
|
|
|
654
|
Country Club Trust
Kansas City,
Missouri
|
$318K
|
+$301K
|
+4,156
|
New
|
|
|
655
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$317K
|
+$56K
|
+772
|
+23%
|
|
|
656
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$316K
|
+$7.25K
|
+100
|
+2%
|
|
|
657
|
First Nebraska Trust
Lincoln,
Nebraska
|
$316K
|
–
|
–
|
–
|
|
|
658
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$314K
|
+$1.81K
|
+25
|
+0.6%
|
|
|
659
|
JB Capital
Wethersfield,
Connecticut
|
$313K
|
-$12.5K
|
-173
|
-4%
|
|
|
660
|
Chevy Chase Trust
Bethesda,
Maryland
|
$312K
|
-$133K
|
-1,836
|
-31%
|
|
|
661
|
Spinnaker Investment Group
Newport Beach,
California
|
$311K
|
+$295K
|
+4,074
|
New
|
|
|
662
|
Tocqueville Asset Management
New York
|
$308K
|
-$7.25K
|
-100
|
-2%
|
|
|
663
|
Bard Financial Services
Branford,
Connecticut
|
$308K
|
–
|
–
|
–
|
|
|
664
|
Parsons Capital Management
Providence,
Rhode Island
|
$308K
|
–
|
–
|
–
|
|
|
665
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$307K
|
+$289K
|
+3,985
|
New
|
|
|
666
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$305K
|
-$56.2K
|
-775
|
-16%
|
|
|
667
|
TL Private Wealth
Southlake,
Texas
|
$305K
|
+$1.59K
|
+22
|
+0.5%
|
|
|
668
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$305K
|
+$287K
|
+3,954
|
New
|
|
|
669
|
Appleton Group
Appleton,
Wisconsin
|
$298K
|
+$280K
|
+3,860
|
New
|
|
|
670
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$297K
|
–
|
–
|
–
|
|
|
671
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$296K
|
–
|
–
|
–
|
|
|
672
|
HT Partners
Centerbrook,
Connecticut
|
$295K
|
–
|
–
|
–
|
|
|
673
|
Bruderman Asset Management
Locust Valley,
New York
|
$293K
|
-$783K
|
-10,802
|
-74%
|
|
|
674
|
Occidental Asset Management
Burlingame,
California
|
$293K
|
+$275K
|
+3,795
|
New
|
|
|
675
|
Community Bank
Dewitt,
New York
|
$292K
|
-$14.1K
|
-195
|
-5%
|
|
