|
151
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.16M
|
+$419K
|
+13,719
|
+60%
|
|
|
152
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$1.15M
|
-$24.9K
|
-817
|
-2%
|
|
|
153
|
Forward Management
San Francisco,
California
|
$1.11M
|
+$1.08M
|
+35,227
|
New
|
|
|
154
|
Lee Financial
Dallas,
Texas
|
$1.11M
|
+$1.07M
|
+34,981
|
New
|
|
|
155
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.08M
|
-$63.2K
|
-2,070
|
-6%
|
|
|
156
|
IndexIQ Advisors
New York
|
$1.06M
|
-$691K
|
-22,619
|
-40%
|
|
|
157
|
Prelude Capital Management
New York
|
$1.06M
|
+$156K
|
+5,100
|
+18%
|
|
|
158
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.03M
|
+$998K
|
+32,700
|
New
|
|
|
159
|
Investment Centers of America
Bismarck,
North Dakota
|
$1.02M
|
+$111K
|
+3,639
|
+13%
|
|
|
160
|
Somerset Group
Wayzata,
Minnesota
|
$1.02M
|
+$6.04K
|
+198
|
+0.6%
|
|
|
161
|
Montag & Associates
Atlanta,
Georgia
|
$1.01M
|
+$76.3K
|
+2,500
|
+8%
|
|
|
162
|
Credit Suisse
Zurich,
Switzerland
|
$993K
|
+$449K
|
+14,705
|
+88%
|
|
|
163
|
Roundview Capital
Princeton,
New Jersey
|
$982K
|
+$75.1K
|
+2,460
|
+9%
|
|
|
164
|
IFP Advisors
Tampa,
Florida
|
$948K
|
+$356K
|
+11,656
|
+64%
|
|
|
165
|
Rothschild Investment LLC
Chicago,
Illinois
|
$947K
|
+$130K
|
+4,250
|
+17%
|
|
|
166
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$921K
|
+$161K
|
+5,280
|
+22%
|
|
|
167
|
Homrich & Berg
Atlanta,
Georgia
|
$920K
|
-$140K
|
-4,601
|
-14%
|
|
|
168
|
Whalerock Point Partners
Providence,
Rhode Island
|
$916K
|
-$1.99K
|
-65
|
-0.2%
|
|
|
169
|
Lourd Capital
Beverly Hills,
California
|
$887K
|
+$292K
|
+9,556
|
+52%
|
|
|
170
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$834K
|
-$120K
|
-3,919
|
-13%
|
|
|
171
|
LGL Partners
Philadelphia,
Pennsylvania
|
$799K
|
–
|
–
|
–
|
|
|
172
|
Stephens Inc
Little Rock,
Arkansas
|
$791K
|
+$5.62K
|
+184
|
+0.7%
|
|
|
173
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$791K
|
+$53.3K
|
+1,745
|
+7%
|
|
|
174
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$783K
|
-$53.4K
|
-1,749
|
-7%
|
|
|
175
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$783K
|
+$756K
|
+24,777
|
New
|
|