|
201
|
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
|
$543K
|
–
|
–
|
–
|
|
|
202
|
MAI Capital Management
Independence,
Ohio
|
$529K
|
+$29.8K
|
+1,824
|
+6%
|
|
|
203
|
Callan Capital
La Jolla,
California
|
$526K
|
+$507K
|
+31,000
|
New
|
|
|
204
|
Level Four Advisory Services
Dallas,
Texas
|
$522K
|
+$13.7K
|
+840
|
+3%
|
|
|
205
|
Middleton & Co
Boston,
Massachusetts
|
$518K
|
-$1.23M
|
-75,000
|
-71%
|
|
|
206
|
Concert Wealth Management
San Jose,
California
|
$516K
|
–
|
–
|
–
|
|
|
207
|
Geneos Wealth Management
Englewood,
Colorado
|
$514K
|
+$210K
|
+12,880
|
+74%
|
|
|
208
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$511K
|
–
|
–
|
–
|
|
|
209
|
Millennium Management
New York
|
$510K
|
-$590K
|
-36,112
|
-55%
|
|
|
210
|
Raymond James Trust
St. Petersburg,
Florida
|
$509K
|
-$22.4K
|
-1,368
|
-4%
|
|
|
211
|
Condor Capital Management
Martinsville,
New Jersey
|
$508K
|
–
|
–
|
–
|
|
|
212
|
|
$507K
|
–
|
–
|
–
|
|
|
213
|
FDx Advisors
Chicago,
Illinois
|
$506K
|
+$487K
|
+29,824
|
New
|
|
|
214
|
Whittier Trust
South Pasadena,
California
|
$500K
|
–
|
–
|
–
|
|
|
215
|
Boltwood Capital Management
Walnut Creek,
California
|
$495K
|
–
|
–
|
–
|
|
|
216
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$494K
|
+$3.53K
|
+216
|
+0.7%
|
|
|
217
|
Lazard Asset Management
New York
|
$488K
|
–
|
–
|
–
|
|
|
218
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$479K
|
–
|
–
|
–
|
|
|
219
|
Bessemer Group
Woodbridge,
New Jersey
|
$479K
|
+$226K
|
+13,824
|
+96%
|
|
|
220
|
Moors & Cabot
Boston,
Massachusetts
|
$478K
|
-$15.2K
|
-928
|
-3%
|
|
|
221
|
Rockland Trust
Hanover,
Massachusetts
|
$472K
|
-$163K
|
-10,000
|
-26%
|
|
|
222
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$472K
|
+$455K
|
+27,856
|
New
|
|
|
223
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$457K
|
-$16.9K
|
-1,032
|
-4%
|
|
|
224
|
Bienville Capital Management
New York
|
$457K
|
–
|
–
|
–
|
|
|
225
|
Maryland Capital Management
Towson,
Maryland
|
$456K
|
+$21.6K
|
+1,320
|
+5%
|
|
