|
51
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$430K
|
–
|
–
|
–
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$376K
|
-$13.1K
|
-845
|
-4%
|
|
|
53
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$351K
|
–
|
–
|
–
|
|
|
54
|
SOL Capital Management
Rockville,
Maryland
|
$316K
|
-$31K
|
-2,000
|
-10%
|
|
|
55
|
Brave Asset Management
Summit,
New Jersey
|
$302K
|
-$71K
|
-4,580
|
-21%
|
|
|
56
|
Advisor Group
Phoenix,
Arizona
|
$297K
|
–
|
–
|
–
|
|
|
57
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$267K
|
–
|
–
|
–
|
|
|
58
|
Neuberger Berman Group
New York
|
$263K
|
-$15.5K
|
-1,000
|
-6%
|
|
|
59
|
People's United Financial
Bridgeport,
Connecticut
|
$263K
|
+$233K
|
+15,000
|
New
|
|
|
60
|
|
$242K
|
–
|
–
|
–
|
|
|
61
|
Pecaut & Co
Sioux City,
Iowa
|
$228K
|
+$202K
|
+13,000
|
New
|
|
|
62
|
Intellectus Partners
San Francisco,
California
|
$211K
|
–
|
–
|
–
|
|
|
63
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$204K
|
-$26K
|
-1,675
|
-13%
|
|
|
64
|
Ameriprise
Minneapolis,
Minnesota
|
$191K
|
-$330K
|
-21,300
|
-66%
|
|
|
65
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$188K
|
+$166K
|
+10,700
|
New
|
|
|
66
|
Rathbones Group
Liverpool,
United Kingdom
|
$184K
|
–
|
–
|
–
|
|
|
67
|
Raymond James & Associates
St Petersburg,
Florida
|
$178K
|
+$465
|
+30
|
+0.3%
|
|
|
68
|
Global Endowment Management
Charlotte,
North Carolina
|
$177K
|
-$79.1K
|
-5,100
|
-34%
|
|
|
69
|
Summit Trail Advisors
New York
|
$176K
|
+$135K
|
+8,700
|
New
|
|
|
70
|
Fiduciary Group
Savannah,
Georgia
|
$79K
|
–
|
–
|
–
|
|
|
71
|
William Blair & Company
Chicago,
Illinois
|
$70K
|
-$18.6K
|
-1,200
|
-23%
|
|
|
72
|
First Allied Advisory Services
San Diego,
California
|
$35K
|
+$31K
|
+2,000
|
New
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18K
|
-$1.14M
|
-73,412
|
-99%
|
|
|
74
|
Highlander Capital Management
Short Hills,
New Jersey
|
$18K
|
–
|
–
|
–
|
|
|
75
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14K
|
–
|
–
|
–
|
|
