|
1001
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$199K
|
–
|
–
|
–
|
|
|
1002
|
Klingman & Associates
New York
|
$188K
|
–
|
–
|
–
|
|
|
1003
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$183K
|
+$171K
|
+2,039
|
New
|
|
|
1004
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$173K
|
+$335
|
+4
|
+0.2%
|
|
|
1005
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$170K
|
-$721K
|
-8,600
|
-82%
|
|
|
1006
|
Estabrook Capital Management
New York
|
$170K
|
–
|
–
|
–
|
|
|
1007
|
MCF Advisors
Covington,
Kentucky
|
$165K
|
–
|
–
|
–
|
|
|
1008
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$156K
|
–
|
–
|
–
|
|
|
1009
|
Bollard Group
Boston,
Massachusetts
|
$154K
|
–
|
–
|
–
|
|
|
1010
|
Guardian Life Insurance
New York
|
$153K
|
-$40.3K
|
-481
|
-22%
|
|
|
1011
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$153K
|
+$128K
|
+1,525
|
+15%
|
|
|
1012
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$148K
|
+$168
|
+2
|
+0.1%
|
|
|
1013
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$146K
|
+$141K
|
+1,680
|
New
|
|
|
1014
|
Westport Resources Management
Westport,
Connecticut
|
$144K
|
-$32.3K
|
-385
|
-19%
|
|
|
1015
|
Versant Capital Management
Phoenix,
Arizona
|
$143K
|
-$4.11K
|
-49
|
-3%
|
|
|
1016
|
Westwood Holdings Group
Dallas,
Texas
|
$141K
|
+$132K
|
+1,570
|
New
|
|
|
1017
|
Welch Group
Birmingham,
Alabama
|
$138K
|
–
|
–
|
–
|
|
|
1018
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$134K
|
+$71.2K
|
+850
|
+133%
|
|
|
1019
|
Armbruster Capital Management
Pittsford,
New York
|
$126K
|
–
|
–
|
–
|
|
|
1020
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$123K
|
-$57.1K
|
-681
|
-33%
|
|
|
1021
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$121K
|
-$6.29K
|
-75
|
-5%
|
|
|
1022
|
Edmond de Rothschild (Europe)
Luxembourg
|
$119K
|
-$122K
|
-1,460
|
-52%
|
|
|
1023
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$119K
|
-$122K
|
-1,460
|
-52%
|
|
|
1024
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$117K
|
–
|
–
|
–
|
|
|
1025
|
Allworth Financial
Folsom,
California
|
$113K
|
–
|
–
|
–
|
|
