|
151
|
Emery Howard Portfolio Management
Burlingame,
California
|
$1.3M
|
–
|
–
|
–
|
|
|
152
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.3M
|
–
|
–
|
–
|
|
|
153
|
Cetera Advisor Networks
El Segundo,
California
|
$1.29M
|
+$297K
|
+2,979
|
+31%
|
|
|
154
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.27M
|
-$74.6K
|
-748
|
-6%
|
|
|
155
|
Washington Trust Bank
Spokane,
Washington
|
$1.26M
|
–
|
–
|
–
|
|
|
156
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$1.25M
|
+$480K
|
+4,815
|
+65%
|
|
|
157
|
AllianceBernstein
Nashville,
Tennessee
|
$1.23M
|
+$1.2M
|
+12,000
|
New
|
|
|
158
|
People's United Financial
Bridgeport,
Connecticut
|
$1.19M
|
-$119K
|
-1,189
|
-9%
|
|
|
159
|
Placemark Investments
Chicago,
Illinois
|
$1.15M
|
+$29.7K
|
+298
|
+3%
|
|
|
160
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$1.14M
|
-$1.06M
|
-10,650
|
Closed
|
|
|
161
|
KMS Financial Services
Seattle,
Washington
|
$1.13M
|
+$167K
|
+1,679
|
+18%
|
|
|
162
|
Weatherstone Capital Management
Denver,
Colorado
|
$1.12M
|
-$187K
|
-1,879
|
-15%
|
|
|
163
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.08M
|
+$47.7K
|
+478
|
+5%
|
|
|
164
|
Bath Savings Trust
Bath,
Maine
|
$1.08M
|
-$329K
|
-3,300
|
-24%
|
|
|
165
|
Concert Wealth Management
San Jose,
California
|
$1.04M
|
+$108K
|
+1,084
|
+12%
|
|
|
166
|
ProVise Management Group
Clearwater,
Florida
|
$1.03M
|
–
|
–
|
–
|
|
|
167
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$1.01M
|
-$359K
|
-3,600
|
-27%
|
|
|
168
|
BOK Financial
Tulsa,
Oklahoma
|
$977K
|
+$625K
|
+6,272
|
+192%
|
|
|
169
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$973K
|
+$18.4K
|
+185
|
+2%
|
|
|
170
|
Suntrust Banks
Atlanta,
Georgia
|
$939K
|
–
|
–
|
–
|
|
|
171
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$931K
|
-$11.2K
|
-112
|
-1%
|
|
|
172
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$929K
|
+$74.8K
|
+750
|
+9%
|
|
|
173
|
Cobblestone Capital Advisors
Rochester,
New York
|
$925K
|
+$110K
|
+1,100
|
+14%
|
|
|
174
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$923K
|
-$179K
|
-1,798
|
-17%
|
|
|
175
|
WESPAC Advisors
Orinda,
California
|
$923K
|
+$222K
|
+2,225
|
+33%
|
|
