|
201
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$1.92M
|
+$521K
|
+6,832
|
+41%
|
|
|
202
|
Private Capital Advisors
Darien,
Connecticut
|
$1.89M
|
–
|
–
|
–
|
|
|
203
|
HM Payson & Co
Portland,
Maine
|
$1.88M
|
+$196K
|
+2,567
|
+13%
|
|
|
204
|
NWAM LLC
Mercer Island,
Washington
|
$1.84M
|
-$44K
|
-577
|
-2%
|
|
|
205
|
Advisory Services Network
Atlanta,
Georgia
|
$1.8M
|
-$316K
|
-4,142
|
-16%
|
|
|
206
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.79M
|
+$78.5K
|
+1,029
|
+5%
|
|
|
207
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.79M
|
-$50.4K
|
-660
|
-3%
|
|
|
208
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.77M
|
-$98.4K
|
-1,289
|
-6%
|
|
|
209
|
CPWM LLC
Seattle,
Washington
|
$1.74M
|
+$47.9K
|
+627
|
+3%
|
|
|
210
|
Occidental Asset Management
Burlingame,
California
|
$1.73M
|
+$1.62M
|
+21,237
|
New
|
|
|
211
|
Whittier Trust
South Pasadena,
California
|
$1.72M
|
-$233K
|
-3,051
|
-13%
|
|
|
212
|
SouthState Corp
Winter Haven,
Florida
|
$1.69M
|
-$163K
|
-2,131
|
-9%
|
|
|
213
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$1.67M
|
-$126K
|
-1,653
|
-7%
|
|
|
214
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.65M
|
+$2.6K
|
+34
|
+0.2%
|
|
|
215
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.63M
|
+$318K
|
+4,173
|
+26%
|
|
|
216
|
Jupiter Investment Management
London,
United Kingdom
|
$1.6M
|
–
|
–
|
–
|
|
|
217
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.58M
|
-$9.16K
|
-120
|
-0.6%
|
|
|
218
|
Brinker Capital
Berwyn,
Pennsylvania
|
$1.58M
|
+$7.94K
|
+104
|
+0.5%
|
|
|
219
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.58M
|
–
|
–
|
–
|
|
|
220
|
WFG Advisors
Dallas,
Texas
|
$1.58M
|
+$364K
|
+4,773
|
+33%
|
|
|
221
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.58M
|
+$130K
|
+1,705
|
+10%
|
|
|
222
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$1.57M
|
+$433K
|
+5,670
|
+42%
|
|
|
223
|
Gould Asset Management
Claremont,
California
|
$1.56M
|
+$34.7K
|
+455
|
+2%
|
|
|
224
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.56M
|
-$422K
|
-5,526
|
-22%
|
|
|
225
|
Kalos Management
Alpharetta,
Georgia
|
$1.55M
|
+$126K
|
+1,645
|
+9%
|
|
