|
801
|
Cohen Klingenstein
New York
|
$276K
|
–
|
–
|
–
|
|
|
802
|
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
$275K
|
–
|
–
|
–
|
|
|
803
|
North American Management
Boston,
Massachusetts
|
$273K
|
–
|
–
|
–
|
|
|
804
|
Connable Office Inc
Kalamazoo,
Michigan
|
$271K
|
-$287K
|
-4,299
|
-50%
|
|
|
805
|
|
$269K
|
-$53.3K
|
-799
|
-16%
|
|
|
806
|
Paracle Advisors
Mercer Island,
Washington
|
$269K
|
+$281K
|
+4,207
|
New
|
|
|
807
|
Brown Advisory Securities
Baltimore,
Maryland
|
$268K
|
+$41.9K
|
+628
|
+18%
|
|
|
808
|
DF Dent & Co
Baltimore,
Maryland
|
$267K
|
-$81.4K
|
-1,220
|
-23%
|
|
|
809
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$265K
|
+$13.3K
|
+200
|
+5%
|
|
|
810
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$263K
|
+$65.1K
|
+976
|
+31%
|
|
|
811
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$257K
|
-$3.67K
|
-55
|
-1%
|
|
|
812
|
Lafayette Investments
Ashton,
Maryland
|
$254K
|
–
|
–
|
–
|
|
|
813
|
E.S. Barr & Co
Lexington,
Kentucky
|
$253K
|
+$263K
|
+3,938
|
New
|
|
|
814
|
Davis Rea
Toronto,
Ontario, Canada
|
$252K
|
–
|
–
|
–
|
|
|
815
|
Monetary Management Group
St Louis,
Missouri
|
$247K
|
-$33.4K
|
-500
|
-11%
|
|
|
816
|
Wills Financial Group
Richmond,
Virginia
|
$246K
|
-$46.7K
|
-700
|
-15%
|
|
|
817
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$244K
|
–
|
–
|
–
|
|
|
818
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$243K
|
–
|
–
|
–
|
|
|
819
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$242K
|
–
|
–
|
–
|
|
|
820
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$241K
|
–
|
–
|
–
|
|
|
821
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$241K
|
+$250K
|
+3,746
|
New
|
|
|
822
|
Weatherly Asset Management
Del Mar,
California
|
$239K
|
–
|
–
|
–
|
|
|
823
|
HHG & Company
Darien,
Connecticut
|
$237K
|
-$298K
|
-4,460
|
-55%
|
|
|
824
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$237K
|
+$234K
|
+3,505
|
New
|
|
|
825
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$236K
|
+$245K
|
+3,680
|
New
|
|
