|
151
|
CPWM LLC
Seattle,
Washington
|
$2.67M
|
+$461K
|
+5,740
|
+21%
|
|
|
152
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$2.67M
|
+$169K
|
+2,106
|
+7%
|
|
|
153
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.57M
|
+$319K
|
+3,978
|
+14%
|
|
|
154
|
SSI Investment Management
Los Angeles,
California
|
$2.55M
|
+$2.56M
|
+31,920
|
New
|
|
|
155
|
United Capital Financial Advisors
Irving,
Texas
|
$2.52M
|
-$29K
|
-361
|
-1%
|
|
|
156
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$2.4M
|
+$391K
|
+4,875
|
+19%
|
|
|
157
|
Ashfield Capital Partners
San Francisco,
California
|
$2.4M
|
-$707K
|
-8,815
|
-23%
|
|
|
158
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.39M
|
+$12.8K
|
+160
|
+0.5%
|
|
|
159
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$2.37M
|
-$43.4K
|
-541
|
-2%
|
|
|
160
|
ProVise Management Group
Clearwater,
Florida
|
$2.35M
|
+$357K
|
+4,452
|
+18%
|
|
|
161
|
Alpha Windward
Westwood,
Massachusetts
|
$2.35M
|
+$240K
|
+2,991
|
+11%
|
|
|
162
|
Woodstock Corp
Boston,
Massachusetts
|
$2.33M
|
+$1.14M
|
+14,200
|
+95%
|
|
|
163
|
BBVA USA Bancshares
Houston,
Texas
|
$2.27M
|
-$30.6K
|
-381
|
-1%
|
|
|
164
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.26M
|
-$19.3K
|
-240
|
-0.8%
|
|
|
165
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.17M
|
+$27.8K
|
+346
|
+1%
|
|
|
166
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$2.15M
|
–
|
–
|
–
|
|
|
167
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.07M
|
-$66.8K
|
-833
|
-3%
|
|
|
168
|
Beacon Trust
Morristown,
New Jersey
|
$2.07M
|
-$121K
|
-1,510
|
-6%
|
|
|
169
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$2M
|
-$31.5K
|
-392
|
-2%
|
|
|
170
|
DRW Securities
Chicago,
Illinois
|
$2M
|
+$2.01M
|
+25,002
|
New
|
|
|
171
|
Zhang Financial
Portage,
Michigan
|
$1.91M
|
+$124K
|
+1,548
|
+7%
|
|
|
172
|
Kings Point Capital Management
Great Neck,
New York
|
$1.9M
|
+$1.05M
|
+13,135
|
+124%
|
|
|
173
|
Holt Capital Partners
Fort Worth,
Texas
|
$1.9M
|
-$15.2K
|
-190
|
-0.8%
|
|
|
174
|
Lazard Asset Management
New York
|
$1.88M
|
–
|
–
|
–
|
|
|
175
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.84M
|
-$185K
|
-2,300
|
-9%
|
|
