|
1501
|
SFMG Wealth Advisors
Plano,
Texas
|
$285K
|
+$275K
|
+4,378
|
New
|
|
|
1502
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$284K
|
-$57.2K
|
-910
|
-17%
|
|
|
1503
|
Strategic Financial Services
Utica,
New York
|
$282K
|
–
|
–
|
–
|
|
|
1504
|
High Falls Advisors
Rochester,
New York
|
$281K
|
+$271K
|
+4,316
|
New
|
|
|
1505
|
Stone Run Capital
New York
|
$280K
|
–
|
–
|
–
|
|
|
1506
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$279K
|
–
|
–
|
–
|
|
|
1507
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$279K
|
–
|
–
|
–
|
|
|
1508
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$277K
|
+$267K
|
+4,249
|
New
|
|
|
1509
|
Catalyst Capital Advisors
Huntington,
New York
|
$276K
|
-$3.32M
|
-52,755
|
-93%
|
|
|
1510
|
Grimes & Company
Westborough,
Massachusetts
|
$276K
|
+$12.8K
|
+203
|
+5%
|
|
|
1511
|
NWQ Investment Management Company
Los Angeles,
California
|
$276K
|
+$266K
|
+4,234
|
New
|
|
|
1512
|
Ridgewood Investments
Springfield,
New Jersey
|
$275K
|
+$37.5K
|
+597
|
+16%
|
|
|
1513
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$274K
|
–
|
–
|
–
|
|
|
1514
|
WealthSource Partners
San Luis Obispo,
California
|
$273K
|
+$264K
|
+4,192
|
New
|
|
|
1515
|
Pzena Investment Management
New York
|
$272K
|
+$43.6K
|
+694
|
+20%
|
|
|
1516
|
Pathstone Family Office
Englewood,
New Jersey
|
$271K
|
-$29.7K
|
-472
|
-10%
|
|
|
1517
|
First Light Asset Management
Edina,
Minnesota
|
$271K
|
–
|
–
|
–
|
|
|
1518
|
Krilogy Financial
St. Louis,
Missouri
|
$271K
|
–
|
–
|
–
|
|
|
1519
|
Boothbay Fund Management
New York
|
$270K
|
+$260K
|
+4,138
|
New
|
|
|
1520
|
Hills Bank & Trust
North Liberty,
Iowa
|
$269K
|
-$8.17K
|
-130
|
-3%
|
|
|
1521
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$269K
|
–
|
–
|
–
|
|
|
1522
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$269K
|
+$22.7K
|
+361
|
+10%
|
|
|
1523
|
Starfire Investment Advisers
Southfield,
Michigan
|
$268K
|
–
|
–
|
–
|
|
|
1524
|
Clear Perspective Advisors
Aurora,
Illinois
|
$267K
|
-$157K
|
-2,500
|
-38%
|
|
|
1525
|
McRae Capital Management
Morristown,
New Jersey
|
$267K
|
-$62.9K
|
-1,000
|
-20%
|
|
