|
1001
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$214K
|
+$214K
|
1
|
0.05%
|
New
|
|
|
1002
|
Fisher Asset Management
Camas,
Washington
|
$213K
|
-$32.3K
|
1
|
0%
|
Reduced
|
|
|
1003
|
WMS Partners
Towson,
Maryland
|
$211K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1004
|
Homrich & Berg
Atlanta,
Georgia
|
$210K
|
+$3.76K
|
1
|
0.02%
|
Increased
|
|
|
1005
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$209K
|
+$209K
|
1
|
0.06%
|
New
|
|
|
1006
|
|
$209K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1007
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$208K
|
+$208K
|
1
|
0%
|
New
|
|
|
1008
|
Strategic Advisors
New York
|
$207K
|
+$5.18K
|
1
|
0.13%
|
Increased
|
|
|
1009
|
American National Bank & Trust (Virginia)
Danville,
Virginia
|
$206K
|
-$136K
|
1
|
0.1%
|
Reduced
|
|
|
1010
|
LMCG Investments
Boston,
Massachusetts
|
$206K
|
+$5.6K
|
1
|
0%
|
Increased
|
|
|
1011
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$205K
|
-$18.6K
|
1
|
0.12%
|
Reduced
|
|
|
1012
|
Ballentine Partners
Waltham,
Massachusetts
|
$202K
|
+$202K
|
1
|
0.02%
|
New
|
|
|
1013
|
Howe & Rusling
Rochester,
New York
|
$195K
|
-$174K
|
1
|
0.04%
|
Reduced
|
|
|
1014
|
Alpha Windward
Westwood,
Massachusetts
|
$192K
|
-$1.84K
|
1
|
0.13%
|
Reduced
|
|
|
1015
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$190K
|
+$84.4K
|
1
|
0.05%
|
Increased
|
|
|
1016
|
Nelson Capital Management
Menlo Park,
California
|
$186K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1017
|
Welch Group
Birmingham,
Alabama
|
$186K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1018
|
WFG Advisors
Dallas,
Texas
|
$185K
|
-$4.76K
|
1
|
0.03%
|
Reduced
|
|
|
1019
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$179K
|
+$27.8K
|
1
|
0.12%
|
Increased
|
|
|
1020
|
Focused Wealth Management
Newburgh,
New York
|
$174K
|
+$41.4K
|
1
|
0.14%
|
Increased
|
|
|
1021
|
Colony Group
Boston,
Massachusetts
|
$169K
|
+$106K
|
1
|
0.02%
|
Increased
|
|
|
1022
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$163K
|
-$18.9K
|
1
|
0.11%
|
Reduced
|
|
|
1023
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$153K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1024
|
|
$151K
|
-$1.63M
|
1
|
0%
|
Reduced
|
|
|
1025
|
Parasol Investment Management
Westmont,
Illinois
|
$150K
|
+$31K
|
1
|
0.1%
|
Increased
|
|