|
201
|
Homrich & Berg
Atlanta,
Georgia
|
$300K
|
–
|
–
|
–
|
|
|
202
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$296K
|
-$7.48M
|
-68,377
|
-96%
|
|
|
203
|
Venturi Wealth Management
Austin,
Texas
|
$294K
|
-$361K
|
-3,300
|
-55%
|
|
|
204
|
WealthSource Partners
San Luis Obispo,
California
|
$278K
|
-$61.6K
|
-563
|
-18%
|
|
|
205
|
BOK Financial Private Wealth
Denver,
Colorado
|
$265K
|
+$264K
|
+2,413
|
New
|
|
|
206
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$260K
|
-$618K
|
-5,643
|
-70%
|
|
|
207
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$253K
|
+$51.8K
|
+473
|
+26%
|
|
|
208
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$251K
|
–
|
–
|
–
|
|
|
209
|
Lattice Strategies
Wayne,
Pennsylvania
|
$245K
|
-$67.3K
|
-615
|
-22%
|
|
|
210
|
Davenport & Co
Richmond,
Virginia
|
$244K
|
+$8.21K
|
+75
|
+4%
|
|
|
211
|
First American Trust
Santa Ana,
California
|
$238K
|
–
|
–
|
–
|
|
|
212
|
Kanaly Trust
Houston,
Texas
|
$233K
|
-$52.6K
|
-481
|
-19%
|
|
|
213
|
Oakworth Capital
Birmingham,
Alabama
|
$232K
|
-$38K
|
-347
|
-14%
|
|
|
214
|
Karp Capital Management
Sausalito,
California
|
$212K
|
+$211K
|
+1,929
|
New
|
|
|
215
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$209K
|
-$223K
|
-2,035
|
-52%
|
|
|
216
|
Winfield Associates
Cleveland,
Ohio
|
$178K
|
–
|
–
|
–
|
|
|
217
|
Archford Capital Strategies
Swansea,
Illinois
|
$174K
|
+$173K
|
+1,582
|
New
|
|
|
218
|
|
$165K
|
-$54.7K
|
-500
|
-25%
|
|
|
219
|
Atwood & Palmer
Kansas City,
Missouri
|
$160K
|
–
|
–
|
–
|
|
|
220
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$159K
|
–
|
–
|
–
|
|
|
221
|
Evercore Wealth Management
New York
|
$121K
|
+$41.1K
|
+376
|
+52%
|
|
|
222
|
Joel Isaacson & Co
New York
|
$116K
|
–
|
–
|
–
|
|
|
223
|
|
$114K
|
+$70.5K
|
+644
|
+164%
|
|
|
224
|
Synovus Financial
Columbus,
Georgia
|
$113K
|
+$9.96K
|
+91
|
+10%
|
|
|
225
|
Bray Capital Advisors
Naples,
Florida
|
$110K
|
+$109K
|
+1,000
|
New
|
|
