|
1001
|
Modera Wealth Management
Westwood,
New Jersey
|
$345K
|
+$55.8K
|
+808
|
+19%
|
|
|
1002
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$342K
|
–
|
–
|
–
|
|
|
1003
|
Stewart & Patten Company
Lafayette,
California
|
$340K
|
-$27.6K
|
-400
|
-8%
|
|
|
1004
|
|
$339K
|
-$81.7K
|
-1,182
|
-19%
|
|
|
1005
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$339K
|
+$6.91K
|
+100
|
+2%
|
|
|
1006
|
Gotham Asset Management
New York
|
$335K
|
+$334K
|
+4,826
|
New
|
|
|
1007
|
Frontier Wealth Management
Kansas City,
Missouri
|
$333K
|
–
|
–
|
–
|
|
|
1008
|
Highmount Capital
New York
|
$333K
|
–
|
–
|
–
|
|
|
1009
|
Winslow Asset Management
Beachwood,
Ohio
|
$333K
|
–
|
–
|
–
|
|
|
1010
|
Cambridge Trust
Cambridge,
Massachusetts
|
$331K
|
-$90.2K
|
-1,305
|
-21%
|
|
|
1011
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$331K
|
+$330K
|
+4,770
|
New
|
|
|
1012
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$330K
|
–
|
–
|
–
|
|
|
1013
|
Windsor Capital Management
Phoenix,
Arizona
|
$328K
|
-$116K
|
-1,679
|
-26%
|
|
|
1014
|
|
$327K
|
+$760
|
+11
|
+0.2%
|
|
|
1015
|
Field & Main Bank
Henderson,
Kentucky
|
$326K
|
-$3.46K
|
-50
|
-1%
|
|
|
1016
|
|
$321K
|
–
|
–
|
–
|
|
|
1017
|
Webster Bank
Waterbury,
Connecticut
|
$321K
|
+$34.6K
|
+500
|
+12%
|
|
|
1018
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$320K
|
–
|
–
|
–
|
|
|
1019
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$320K
|
+$33.3K
|
+482
|
+12%
|
|
|
1020
|
M Holdings Securities
Portland,
Oregon
|
$320K
|
+$319K
|
+4,610
|
New
|
|
|
1021
|
|
$319K
|
+$318K
|
+4,596
|
New
|
|
|
1022
|
C WorldWide Group
Copenhagen,
Denmark
|
$319K
|
+$318K
|
+4,600
|
New
|
|
|
1023
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$317K
|
–
|
–
|
–
|
|
|
1024
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$315K
|
–
|
–
|
–
|
|
|
1025
|
Aris Wealth Services
State College,
Pennsylvania
|
$314K
|
-$40.9K
|
-592
|
-12%
|
|
