|
301
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$699K
|
+$340K
|
+4,174
|
+93%
|
|
|
302
|
KeyBank National Association
Cleveland,
Ohio
|
$694K
|
-$343K
|
-4,215
|
-33%
|
|
|
303
|
Integre Asset Management
New York
|
$675K
|
-$16K
|
-197
|
-2%
|
|
|
304
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$663K
|
+$20.3K
|
+250
|
+3%
|
|
|
305
|
Ronald Blue & Co
Roswell,
Georgia
|
$639K
|
+$643K
|
+7,907
|
New
|
|
|
306
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$627K
|
+$365K
|
+4,484
|
+137%
|
|
|
307
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$626K
|
-$769K
|
-9,445
|
-55%
|
|
|
308
|
Credit Suisse
Zurich,
Switzerland
|
$620K
|
-$2.88M
|
-35,377
|
-82%
|
|
|
309
|
Next Financial Group
Houston,
Texas
|
$617K
|
+$231K
|
+2,833
|
+59%
|
|
|
310
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$613K
|
–
|
–
|
–
|
|
|
311
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$598K
|
+$602K
|
+7,400
|
New
|
|
|
312
|
Old National Bancorp
Evansville,
Indiana
|
$595K
|
-$16.9K
|
-208
|
-3%
|
|
|
313
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$579K
|
-$399K
|
-4,897
|
-41%
|
|
|
314
|
Gupta Wealth Management
San Diego,
California
|
$569K
|
-$579K
|
-7,116
|
-50%
|
|
|
315
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$562K
|
+$566K
|
+6,953
|
New
|
|
|
316
|
Salient Capital Advisors
Houston,
Texas
|
$560K
|
-$29.4K
|
-361
|
-5%
|
|
|
317
|
Brighton Jones LLC
Seattle,
Washington
|
$558K
|
+$92.1K
|
+1,132
|
+20%
|
|
|
318
|
Asset Management Group
Stamford,
Connecticut
|
$556K
|
+$5.05K
|
+62
|
+0.9%
|
|
|
319
|
Oppenheimer & Co
New York
|
$555K
|
+$559K
|
+6,868
|
New
|
|
|
320
|
Modera Wealth Management
Westwood,
New Jersey
|
$543K
|
+$99.9K
|
+1,227
|
+22%
|
|
|
321
|
Partnervest Advisory Services
Santa Barbara,
California
|
$531K
|
-$427K
|
-5,251
|
-44%
|
|
|
322
|
BlackRock Investment Management
Wilmington,
Delaware
|
$525K
|
+$350K
|
+4,300
|
+195%
|
|
|
323
|
Avior Wealth Management
Omaha,
Nebraska
|
$524K
|
+$528K
|
+6,491
|
New
|
|
|
324
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$508K
|
-$87.6K
|
-1,076
|
-15%
|
|
|
325
|
Litman Gregory Wealth Management
Larkspur,
California
|
$507K
|
+$511K
|
+6,279
|
New
|
|
