|
401
|
Evensky & Katz
Coral Gables,
Florida
|
$2.66M
|
–
|
–
|
–
|
|
|
402
|
Cypress Wealth Advisors
San Francisco,
California
|
$2.63M
|
+$12.5K
|
+108
|
+0.5%
|
|
|
403
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$2.62M
|
-$267K
|
-2,317
|
-9%
|
|
|
404
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$2.58M
|
-$241K
|
-2,088
|
-8%
|
|
|
405
|
Bruderman Asset Management
Locust Valley,
New York
|
$2.55M
|
+$331K
|
+2,866
|
+14%
|
|
|
406
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.52M
|
+$130K
|
+1,126
|
+5%
|
|
|
407
|
Montecito Bank & Trust
Santa Barbara,
California
|
$2.49M
|
-$836K
|
-7,249
|
-25%
|
|
|
408
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$2.49M
|
+$105K
|
+910
|
+4%
|
|
|
409
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$2.48M
|
-$26.5K
|
-230
|
-1%
|
|
|
410
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.47M
|
+$736K
|
+6,378
|
+41%
|
|
|
411
|
Coastline Trust
Providence,
Rhode Island
|
$2.43M
|
+$115
|
+1
|
+0%
|
|
|
412
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.43M
|
+$637K
|
+5,522
|
+37%
|
|
|
413
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$2.36M
|
+$865K
|
+7,500
|
+56%
|
|
|
414
|
Fort Point Capital Partners
San Francisco,
California
|
$2.34M
|
-$270K
|
-2,343
|
-10%
|
|
|
415
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.3M
|
-$658K
|
-5,707
|
-22%
|
|
|
416
|
Rinet Company
Boston,
Massachusetts
|
$2.29M
|
-$3.69K
|
-32
|
-0.2%
|
|
|
417
|
Pegasus Partners
Mequon,
Wisconsin
|
$2.25M
|
+$2.31M
|
+20,026
|
New
|
|
|
418
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.25M
|
+$681K
|
+5,901
|
+42%
|
|
|
419
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$2.24M
|
+$1.04K
|
+9
|
+0%
|
|
|
420
|
Huntington Steele
Oaks,
Pennsylvania
|
$2.19M
|
+$9.8K
|
+85
|
+0.4%
|
|
|
421
|
Shelton Capital Management
Denver,
Colorado
|
$2.19M
|
+$218K
|
+1,891
|
+11%
|
|
|
422
|
Evermay Wealth Management
Arlington,
Virginia
|
$2.18M
|
-$145K
|
-1,257
|
-6%
|
|
|
423
|
HM Payson & Co
Portland,
Maine
|
$2.17M
|
-$347K
|
-3,012
|
-14%
|
|
|
424
|
CCM Investment Advisers
Columbia,
South Carolina
|
$2.17M
|
-$318K
|
-2,760
|
-13%
|
|
|
425
|
Alpha Windward
Westwood,
Massachusetts
|
$2.17M
|
+$14.3K
|
+124
|
+0.6%
|
|
