|
201
|
Winfield Associates
Cleveland,
Ohio
|
$2.01M
|
+$114K
|
+1,545
|
+6%
|
|
|
202
|
Sandy Spring Bank
Olney,
Maryland
|
$2M
|
+$11.7K
|
+159
|
+0.6%
|
|
|
203
|
Birinyi Associates
Westport,
Connecticut
|
$2M
|
-$36.8K
|
-500
|
-2%
|
|
|
204
|
Weatherly Asset Management
Del Mar,
California
|
$2M
|
-$1.18K
|
-16
|
-0.1%
|
|
|
205
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$1.99M
|
-$971K
|
-13,196
|
-32%
|
|
|
206
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$1.97M
|
-$15.5K
|
-210
|
-0.8%
|
|
|
207
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1.94M
|
-$15K
|
-204
|
-0.8%
|
|
|
208
|
Westwood Holdings Group
Dallas,
Texas
|
$1.91M
|
-$24.7K
|
-335
|
-1%
|
|
|
209
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.9M
|
+$1.39M
|
+18,930
|
+255%
|
|
|
210
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$1.89M
|
-$12.9K
|
-175
|
-0.7%
|
|
|
211
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$1.86M
|
–
|
–
|
–
|
|
|
212
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.84M
|
+$24.3K
|
+330
|
+1%
|
|
|
213
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.84M
|
–
|
–
|
–
|
|
|
214
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.83M
|
+$103K
|
+1,393
|
+6%
|
|
|
215
|
KeyBank National Association
Cleveland,
Ohio
|
$1.81M
|
+$661K
|
+8,986
|
+56%
|
|
|
216
|
Regis Management Company
Menlo Park,
California
|
$1.8M
|
–
|
–
|
–
|
|
|
217
|
Concert Wealth Management
San Jose,
California
|
$1.8M
|
-$41.3K
|
-561
|
-2%
|
|
|
218
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.79M
|
-$134K
|
-1,814
|
-7%
|
|
|
219
|
Rothschild Capital Partners
New York
|
$1.78M
|
-$265K
|
-3,601
|
-13%
|
|
|
220
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.78M
|
-$735K
|
-9,992
|
-28%
|
|
|
221
|
Nelson Capital Management
Menlo Park,
California
|
$1.78M
|
-$3.96M
|
-53,840
|
-69%
|
|
|
222
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.76M
|
-$5.15K
|
-70
|
-0.3%
|
|
|
223
|
Country Trust Bank
Bloomington,
Illinois
|
$1.74M
|
-$1.16M
|
-15,811
|
-40%
|
|
|
224
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.73M
|
-$411K
|
-5,590
|
-19%
|
|
|
225
|
Holt Capital Partners
Fort Worth,
Texas
|
$1.7M
|
-$21.7K
|
-295
|
-1%
|
|
