|
2101
|
AIMZ Investment Advisors
Los Altos,
California
|
$15.1M
|
-$199K
|
7
|
10.44%
|
Reduced
|
|
|
2102
|
Buffington Mohr McNeal
Boise,
Idaho
|
$15.1M
|
-$182K
|
7
|
4.73%
|
Reduced
|
|
|
2103
|
Plimoth Trust
Plymouth,
Massachusetts
|
$15.1M
|
-$112K
|
6
|
4.98%
|
Reduced
|
|
|
2104
|
McIlrath & Eck
Arlington,
Washington
|
$15.1M
|
$0
|
13
|
8.38%
|
Maintained
|
|
|
2105
|
Jupiter Wealth Management
Glendale,
Colorado
|
$15.1M
|
+$1.02M
|
6
|
7.49%
|
Increased
|
|
|
2106
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$15.1M
|
-$615K
|
5
|
4%
|
Reduced
|
|
|
2107
|
Sky Investment Group
Hartford,
Connecticut
|
$15.1M
|
+$105K
|
4
|
5.28%
|
Increased
|
|
|
2108
|
Cabot Wealth Management
Salem,
Massachusetts
|
$15.1M
|
-$220K
|
6
|
3.18%
|
Reduced
|
|
|
2109
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$15.1M
|
-$827K
|
1
|
7.03%
|
Reduced
|
|
|
2110
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$15M
|
-$20.3K
|
3
|
8.14%
|
Reduced
|
|
|
2111
|
SimplyRich
Carlsbad,
California
|
$15M
|
+$12.1M
|
6
|
8.3%
|
Increased
|
|
|
2112
|
Hamilton Wealth
Encino,
California
|
$15M
|
+$176K
|
4
|
10.97%
|
Increased
|
|
|
2113
|
Lead Edge Capital Management
New York
|
$15M
|
-$35.3M
|
1
|
31.3%
|
Reduced
|
|
|
2114
|
Allred Capital Management
Dallas,
Texas
|
$15M
|
-$631K
|
6
|
8.55%
|
Reduced
|
|
|
2115
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$15M
|
-$76.8K
|
1
|
5.03%
|
Reduced
|
|
|
2116
|
Rikoon Group
Santa Fe,
New Mexico
|
$15M
|
-$153K
|
6
|
5.58%
|
Reduced
|
|
|
2117
|
Martin & Co
Knoxville,
Tennessee
|
$14.9M
|
+$103K
|
5
|
4.47%
|
Increased
|
|
|
2118
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$14.9M
|
+$1.26M
|
9
|
4.68%
|
Increased
|
|
|
2119
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$14.9M
|
-$3.12M
|
6
|
2.72%
|
Reduced
|
|
|
2120
|
Enterprise Trust & Investment
Los Gatos,
California
|
$14.9M
|
+$14.2M
|
6
|
9.26%
|
New
|
|
|
2121
|
R.M. Sincerbeaux Capital Management
New York
|
$14.9M
|
-$351K
|
2
|
12.12%
|
Reduced
|
|
|
2122
|
Golden State Wealth Management
Santa Ana,
California
|
$14.9M
|
+$242K
|
15
|
4.72%
|
Increased
|
|
|
2123
|
|
$14.9M
|
+$805K
|
8
|
2.4%
|
Increased
|
|
|
2124
|
Mirador Capital Partners
Pleasanton,
California
|
$14.8M
|
+$386K
|
8
|
7.31%
|
Increased
|
|
|
2125
|
American Money Management
Rancho Santa Fe,
California
|
$14.8M
|
+$157K
|
4
|
7.91%
|
Increased
|
|