|
201
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$401K
|
–
|
–
|
–
|
|
|
202
|
D.A. Davidson & Co
Great Falls,
Montana
|
$401K
|
–
|
–
|
–
|
|
|
203
|
Cohen Capital Management
Corte Madera,
California
|
$400K
|
+$20.6K
|
+295
|
+6%
|
|
|
204
|
Cubic Asset Management
Boston,
Massachusetts
|
$394K
|
+$8.72K
|
+125
|
+2%
|
|
|
205
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$372K
|
–
|
–
|
–
|
|
|
206
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$370K
|
–
|
–
|
–
|
|
|
207
|
Private Advisor Group
Morristown,
New Jersey
|
$368K
|
+$98K
|
+1,405
|
+38%
|
|
|
208
|
Ballentine Partners
Waltham,
Massachusetts
|
$364K
|
–
|
–
|
–
|
|
|
209
|
SII Investments
Appleton,
Wisconsin
|
$361K
|
+$43.7K
|
+627
|
+14%
|
|
|
210
|
ParenteBeard Wealth Management
York,
Pennsylvania
|
$359K
|
+$1.26K
|
+18
|
+0.4%
|
|
|
211
|
New England Securities
New York
|
$356K
|
+$14.2K
|
+204
|
+4%
|
|
|
212
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$354K
|
–
|
–
|
–
|
|
|
213
|
Verity Asset Management
Durham,
North Carolina
|
$353K
|
+$340K
|
+4,867
|
New
|
|
|
214
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$347K
|
–
|
–
|
–
|
|
|
215
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
$344K
|
–
|
–
|
–
|
|
|
216
|
Linscomb Wealth
Houston,
Texas
|
$342K
|
–
|
–
|
–
|
|
|
217
|
Cadence Bank NA
Houston,
Texas
|
$339K
|
+$326K
|
+4,671
|
New
|
|
|
218
|
3D Asset Management
Hartford,
Connecticut
|
$335K
|
-$24.7K
|
-354
|
-7%
|
|
|
219
|
BOK Financial Private Wealth
Denver,
Colorado
|
$333K
|
–
|
–
|
–
|
|
|
220
|
ACG Wealth
Atlanta,
Georgia
|
$333K
|
+$320K
|
+4,587
|
New
|
|
|
221
|
Dowling & Yahnke
San Diego,
California
|
$332K
|
-$20.5K
|
-294
|
-6%
|
|
|
222
|
KCM Investment Advisors
Greenbrae,
California
|
$327K
|
+$314K
|
+4,500
|
New
|
|
|
223
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$325K
|
+$3.49K
|
+50
|
+1%
|
|
|
224
|
Chevy Chase Trust
Bethesda,
Maryland
|
$325K
|
+$23K
|
+330
|
+8%
|
|
|
225
|
Manchester Capital Management
Manchester,
Vermont
|
$322K
|
–
|
–
|
–
|
|
