|
1051
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
US$ 855 mil
|
-US$ 855 mil
|
-3.831
|
-50%
|
|
|
1052
|
J.M. Forbes & Co
Boston,
Massachusetts
|
US$ 854 mil
|
-US$ 835 mil
|
-3.743
|
-50%
|
|
|
1053
|
Headlands Technologies
Chicago,
Illinois
|
US$ 853 mil
|
-US$ 9,9 mi
|
-44.301
|
-92%
|
|
|
1054
|
Tempus Wealth Planning
Irvine,
California
|
US$ 850 mil
|
-US$ 262 mil
|
-1.173
|
-24%
|
|
|
1055
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
US$ 850 mil
|
-US$ 875 mil
|
-3.921
|
-51%
|
|
|
1056
|
RMR Wealth Builders
Montclair,
New Jersey
|
US$ 848 mil
|
-US$ 847 mil
|
-3.798
|
-50%
|
|
|
1057
|
Split Creek Capital LLC
Charlottesville,
Virginia
|
US$ 845 mil
|
-US$ 842 mil
|
-3.776
|
-50%
|
|
|
1058
|
Financial Engines Advisors
Santa Clara,
California
|
US$ 844 mil
|
-US$ 533 mil
|
-2.389
|
-39%
|
|
|
1059
|
Indivisible Partners
Clearwater,
Florida
|
US$ 843 mil
|
-US$ 654 mil
|
-2.932
|
-45%
|
|
|
1060
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
US$ 839 mil
|
+US$ 836 mil
|
+3.745
|
Nova
|
|
|
1061
|
Foster & Motley
Cincinnati,
Ohio
|
US$ 836 mil
|
-US$ 679 mil
|
-3.043
|
-45%
|
|
|
1062
|
First American Trust
Santa Ana,
California
|
US$ 835 mil
|
-US$ 1,22 mi
|
-5.455
|
-63%
|
|
|
1063
|
Fairfield, Bush & Co
Darien,
Connecticut
|
US$ 833 mil
|
-US$ 732 mil
|
-3.280
|
-47%
|
|
|
1064
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
US$ 832 mil
|
-US$ 1,3 mi
|
-5.830
|
-61%
|
|
|
1065
|
Carret Asset Management
New York
|
US$ 831 mil
|
-US$ 801 mil
|
-3.589
|
-49%
|
|
|
1066
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
US$ 830 mil
|
-US$ 783 mil
|
-3.511
|
-49%
|
|
|
1067
|
Crews Bank & Trust
Wauchula,
Florida
|
US$ 830 mil
|
-US$ 882 mil
|
-3.954
|
-52%
|
|
|
1068
|
Garrison Point Advisors
Walnut Creek,
California
|
US$ 823 mil
|
-US$ 855 mil
|
-3.832
|
-51%
|
|
|
1069
|
Bath Savings Trust
Bath,
Maine
|
US$ 820 mil
|
+US$ 12,3 mil
|
+55
|
+2%
|
|
|
1070
|
Per Stirling Capital Management
Austin,
Texas
|
US$ 819 mil
|
-US$ 672 mil
|
-3.013
|
-45%
|
|
|
1071
|
Symphony Financial
Houston,
Texas
|
US$ 819 mil
|
-US$ 111 mil
|
-496
|
-12%
|
|
|
1072
|
Naples Global Advisors
Naples,
Florida
|
US$ 818 mil
|
-US$ 786 mil
|
-3.523
|
-49%
|
|
|
1073
|
Harbour Investment Management
Edmonds,
Washington
|
US$ 817 mil
|
-US$ 203 mil
|
-911
|
-20%
|
|
|
1074
|
Compass Wealth Management
Guilford,
Connecticut
|
US$ 810 mil
|
+US$ 808 mil
|
+3.620
|
Nova
|
|
|
1075
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
US$ 809 mil
|
-US$ 625 mil
|
-2.801
|
-44%
|
|
