|
401
|
Lyell Wealth Management
Menlo Park,
California
|
$1.23M
|
–
|
–
|
–
|
|
|
402
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.22M
|
–
|
–
|
–
|
|
|
403
|
Matrix Asset Advisors
White Plains,
New York
|
$1.22M
|
+$461K
|
+1,369
|
+63%
|
|
|
404
|
United Bank (Virginia)
Vienna,
Virginia
|
$1.22M
|
-$48.1K
|
-143
|
-4%
|
|
|
405
|
Howe & Rusling
Rochester,
New York
|
$1.2M
|
-$116K
|
-345
|
-9%
|
|
|
406
|
Rockefeller Capital Management
New York
|
$1.2M
|
+$58.9K
|
+175
|
+5%
|
|
|
407
|
RDA Financial Network
Akron,
Iowa
|
$1.2M
|
+$1.12M
|
+3,344
|
New
|
|
|
408
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.19M
|
–
|
–
|
–
|
|
|
409
|
Leavell Investment Management
Mobile,
Alabama
|
$1.17M
|
–
|
–
|
–
|
|
|
410
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.17M
|
+$19.8K
|
+59
|
+2%
|
|
|
411
|
Woodstock Corp
Boston,
Massachusetts
|
$1.16M
|
-$33.6K
|
-100
|
-3%
|
|
|
412
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.15M
|
-$24.2K
|
-72
|
-2%
|
|
|
413
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$1.14M
|
-$39.7K
|
-118
|
-3%
|
|
|
414
|
IFP Advisors
Tampa,
Florida
|
$1.13M
|
-$2.26M
|
-6,726
|
-67%
|
|
|
415
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$1.12M
|
+$1.09M
|
+3,255
|
New
|
|
|
416
|
Tocqueville Asset Management
New York
|
$1.12M
|
-$47.1K
|
-140
|
-4%
|
|
|
417
|
Partnervest Advisory Services
Santa Barbara,
California
|
$1.11M
|
-$28.3K
|
-84
|
-3%
|
|
|
418
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.11M
|
–
|
–
|
–
|
|
|
419
|
Avantax Advisory Services
Dallas,
Texas
|
$1.11M
|
+$122K
|
+363
|
+13%
|
|
|
420
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$1.1M
|
+$8.07K
|
+24
|
+0.8%
|
|
|
421
|
Dowling & Yahnke
San Diego,
California
|
$1.09M
|
-$94.2K
|
-280
|
-8%
|
|
|
422
|
Homrich & Berg
Atlanta,
Georgia
|
$1.08M
|
+$304K
|
+905
|
+41%
|
|
|
423
|
Neuberger Berman Group
New York
|
$1.08M
|
-$1.44M
|
-4,273
|
-58%
|
|
|
424
|
Middleton & Co
Boston,
Massachusetts
|
$1.07M
|
–
|
–
|
–
|
|
|
425
|
Meridian Investment Counsel
Lafayette,
California
|
$1.06M
|
+$4.37K
|
+13
|
+0.4%
|
|
