|
851
|
Cohen Klingenstein
New York
|
$2.05M
|
–
|
–
|
–
|
|
|
852
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.05M
|
+$200K
|
+889
|
+11%
|
|
|
853
|
Garner Asset Management Corp
Plano,
Texas
|
$2.05M
|
+$30.9K
|
+137
|
+1%
|
|
|
854
|
Stenger Family Office
Naperville,
Illinois
|
$2.05M
|
+$380K
|
+1,688
|
+21%
|
|
|
855
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$2.04M
|
+$6.98K
|
+31
|
+0.3%
|
|
|
856
|
NVWM LLC
Yardley,
Pennsylvania
|
$2.03M
|
+$137K
|
+609
|
+7%
|
|
|
857
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$2.03M
|
+$370K
|
+1,642
|
+22%
|
|
|
858
|
Wellington Shields & Co
New York
|
$2.02M
|
+$225
|
+1
|
+0%
|
|
|
859
|
JGP Wealth Management
Bend,
Oregon
|
$2.02M
|
-$30.9K
|
-137
|
-1%
|
|
|
860
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.02M
|
-$36.3K
|
-161
|
-2%
|
|
|
861
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$2.02M
|
–
|
–
|
–
|
|
|
862
|
Caprock Group
Boise,
Idaho
|
$2.01M
|
+$2M
|
+8,872
|
New
|
|
|
863
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2M
|
-$27.9K
|
-124
|
-1%
|
|
|
864
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2M
|
+$69.4K
|
+308
|
+4%
|
|
|
865
|
Advisors Preferred
Rockville,
Maryland
|
$2M
|
-$3.14M
|
-13,931
|
-61%
|
|
|
866
|
Guerra Advisors
Miami,
Florida
|
$2M
|
+$759K
|
+3,371
|
+59%
|
|
|
867
|
Institute for Wealth Management
Denver,
Colorado
|
$1.99M
|
+$64K
|
+284
|
+3%
|
|
|
868
|
Fisher Asset Management
Camas,
Washington
|
$1.98M
|
+$293K
|
+1,301
|
+17%
|
|
|
869
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.98M
|
+$626K
|
+2,780
|
+45%
|
|
|
870
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$1.97M
|
+$2.01M
|
+8,943
|
New
|
|
|
871
|
Symphony Financial
Houston,
Texas
|
$1.97M
|
+$635K
|
+2,820
|
+46%
|
|
|
872
|
Fayez Sarofim & Co
Houston,
Texas
|
$1.97M
|
–
|
–
|
–
|
|
|
873
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.96M
|
+$14.4K
|
+64
|
+0.7%
|
|
|
874
|
Westbourne Investments
Alexandria,
Virginia
|
$1.96M
|
+$514K
|
+2,280
|
+30%
|
|
|
875
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$1.96M
|
+$71.8K
|
+319
|
+4%
|
|
