|
301
|
Appleton Partners
Boston,
Massachusetts
|
$2.15M
|
-$48K
|
-920
|
-2%
|
|
|
302
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$2.12M
|
+$3.75K
|
+72
|
+0.2%
|
|
|
303
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$2.08M
|
+$1.04M
|
+20,000
|
+100%
|
|
|
304
|
Watermark Asset Management
San Ramon,
California
|
$2.08M
|
+$34.3K
|
+657
|
+2%
|
|
|
305
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$2.05M
|
-$9.12K
|
-175
|
-0.4%
|
|
|
306
|
CIBC Bank USA
Chicago,
Illinois
|
$1.99M
|
-$78.2K
|
-1,500
|
-4%
|
|
|
307
|
Duncker Streett & Co
St. Louis,
Missouri
|
$1.92M
|
+$166K
|
+3,189
|
+9%
|
|
|
308
|
Vicus Capital
State College,
Pennsylvania
|
$1.89M
|
-$452K
|
-8,676
|
-19%
|
|
|
309
|
Corient Capital Partners
Newport Beach,
California
|
$1.89M
|
–
|
–
|
–
|
|
|
310
|
Leavell Investment Management
Mobile,
Alabama
|
$1.88M
|
–
|
–
|
–
|
|
|
311
|
Gofen & Glossberg
Chicago,
Illinois
|
$1.87M
|
-$137K
|
-2,625
|
-7%
|
|
|
312
|
KeyBank National Association
Cleveland,
Ohio
|
$1.87M
|
-$36.2K
|
-695
|
-2%
|
|
|
313
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.86M
|
-$232K
|
-4,448
|
-11%
|
|
|
314
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.86M
|
-$578K
|
-11,095
|
-22%
|
|
|
315
|
Howland Capital Management
Boston,
Massachusetts
|
$1.83M
|
+$331K
|
+6,350
|
+22%
|
|
|
316
|
|
$1.82M
|
–
|
–
|
–
|
|
|
317
|
Fort Point Capital Partners
San Francisco,
California
|
$1.82M
|
–
|
–
|
–
|
|
|
318
|
Bernzott Capital Advisors
Camarillo,
California
|
$1.81M
|
-$480K
|
-9,200
|
-21%
|
|
|
319
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.81M
|
+$5.68K
|
+109
|
+0.3%
|
|
|
320
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.77M
|
+$196K
|
+3,754
|
+12%
|
|
|
321
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$1.74M
|
-$131K
|
-2,504
|
-7%
|
|
|
322
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.73M
|
+$596K
|
+11,433
|
+53%
|
|
|
323
|
GM Advisory Group
Melville,
New York
|
$1.69M
|
-$21.9K
|
-420
|
-1%
|
|
|
324
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.66M
|
+$22.3K
|
+428
|
+1%
|
|
|
325
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.66M
|
-$14.2K
|
-273
|
-0.8%
|
|
