|
201
|
Oppenheimer & Co
New York
|
$1.1M
|
–
|
–
|
–
|
|
|
202
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.07M
|
+$159K
|
+4,892
|
+17%
|
|
|
203
|
Gupta Wealth Management
San Diego,
California
|
$1.06M
|
-$973K
|
-29,980
|
-47%
|
|
|
204
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$1.03M
|
–
|
–
|
–
|
|
|
205
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$1.03M
|
+$302K
|
+9,300
|
+40%
|
|
|
206
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.02M
|
–
|
–
|
–
|
|
|
207
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$1.02M
|
–
|
–
|
–
|
|
|
208
|
|
$994K
|
–
|
–
|
–
|
|
|
209
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$992K
|
+$25.3K
|
+780
|
+3%
|
|
|
210
|
Modera Wealth Management
Westwood,
New Jersey
|
$992K
|
+$27.6K
|
+852
|
+3%
|
|
|
211
|
Voya Financial Advisors
Windsor,
Connecticut
|
$955K
|
+$57.2K
|
+1,764
|
+6%
|
|
|
212
|
Geneva Advisors
Chicago,
Illinois
|
$953K
|
–
|
–
|
–
|
|
|
213
|
Sonata Capital Group
Seattle,
Washington
|
$940K
|
+$5.84K
|
+180
|
+0.6%
|
|
|
214
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$933K
|
+$19.5K
|
+600
|
+2%
|
|
|
215
|
Signet Financial Management
Parsippany,
New Jersey
|
$911K
|
+$308K
|
+9,500
|
+50%
|
|
|
216
|
Webster Bank
Waterbury,
Connecticut
|
$891K
|
+$656K
|
+20,204
|
+260%
|
|
|
217
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$874K
|
–
|
–
|
–
|
|
|
218
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$870K
|
-$28.2K
|
-868
|
-3%
|
|
|
219
|
Cornerstone Capital Management Holdings
New York
|
$862K
|
-$221K
|
-6,800
|
-20%
|
|
|
220
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$858K
|
+$64.5K
|
+1,988
|
+8%
|
|
|
221
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$835K
|
+$850K
|
+26,196
|
New
|
|
|
222
|
Pinnacle Associates
New York
|
$831K
|
+$51.9K
|
+1,600
|
+7%
|
|
|
223
|
Aureus Asset Management
Boston,
Massachusetts
|
$830K
|
-$40.8K
|
-1,256
|
-5%
|
|
|
224
|
KeyBank National Association
Cleveland,
Ohio
|
$815K
|
+$5.19K
|
+160
|
+0.6%
|
|
|
225
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$776K
|
+$130
|
+4
|
+0%
|
|
