|
701
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$10.5M
|
+$264K
|
+1,436
|
+3%
|
|
|
702
|
Forum Financial Management
Lombard,
Illinois
|
$10.4M
|
+$1.11M
|
+6,036
|
+11%
|
|
|
703
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$10.4M
|
-$197K
|
-1,071
|
-2%
|
|
|
704
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$10.4M
|
+$984K
|
+5,352
|
+10%
|
|
|
705
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$10.4M
|
+$137K
|
+746
|
+1%
|
|
|
706
|
Foster & Motley
Cincinnati,
Ohio
|
$10.4M
|
+$165K
|
+900
|
+2%
|
|
|
707
|
|
$10.4M
|
-$539K
|
-2,932
|
-5%
|
|
|
708
|
Jamison Private Wealth Management
Milton,
Georgia
|
$10.3M
|
+$494K
|
+2,688
|
+5%
|
|
|
709
|
Novare Capital Management
Charlotte,
North Carolina
|
$10.3M
|
+$982K
|
+5,341
|
+10%
|
|
|
710
|
TrinityPoint Wealth
Milford,
Connecticut
|
$10.3M
|
+$58.5K
|
+318
|
+0.5%
|
|
|
711
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$10.3M
|
+$52.6K
|
+286
|
+0.5%
|
|
|
712
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$10.3M
|
-$1M
|
-5,459
|
-9%
|
|
|
713
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$10.3M
|
+$220K
|
+1,196
|
+2%
|
|
|
714
|
Evergreen Capital Management
Bellevue,
Washington
|
$10.2M
|
+$386K
|
+2,099
|
+4%
|
|
|
715
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$10.2M
|
–
|
–
|
–
|
|
|
716
|
Jefferies Financial Group
New York
|
$10.2M
|
-$45.2M
|
-246,037
|
-81%
|
|
|
717
|
Westfield Capital Management
Boston,
Massachusetts
|
$10.2M
|
-$106M
|
-576,393
|
-91%
|
|
|
718
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$10.1M
|
+$129K
|
+701
|
+1%
|
|
|
719
|
Kintegral Advisory
New York
|
$10.1M
|
-$486K
|
-2,643
|
-4%
|
|
|
720
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$10.1M
|
+$25.7K
|
+140
|
+0.2%
|
|
|
721
|
Private Capital Advisors
Darien,
Connecticut
|
$10M
|
–
|
–
|
–
|
|
|
722
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$9.97M
|
+$23.2K
|
+126
|
+0.2%
|
|
|
723
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$9.95M
|
+$3.55M
|
+19,291
|
+52%
|
|
|
724
|
Unigestion Holding
Geneva,
Switzerland
|
$9.9M
|
-$4.38M
|
-23,804
|
-30%
|
|
|
725
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$9.88M
|
+$760K
|
+4,133
|
+8%
|
|
