|
26
|
Neville Rodie & Shaw
New York
|
$767K
|
–
|
–
|
–
|
|
|
27
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$752K
|
-$3.3K
|
-109
|
-0.5%
|
|
|
28
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$750K
|
+$1.64K
|
+54
|
+0.2%
|
|
|
29
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$739K
|
+$183K
|
+6,047
|
+36%
|
|
|
30
|
|
$635K
|
+$27.1K
|
+893
|
+5%
|
|
|
31
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$568K
|
–
|
–
|
–
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$505K
|
+$15K
|
+496
|
+3%
|
|
|
33
|
Landscape Capital Management
Englewood,
New Jersey
|
$479K
|
+$445K
|
+14,680
|
New
|
|
|
34
|
Diversified Trust
Memphis,
Tennessee
|
$434K
|
–
|
–
|
–
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$424K
|
-$685K
|
-22,613
|
-64%
|
|
|
36
|
6 Meridian
Wichita,
Kansas
|
$402K
|
+$373K
|
+12,315
|
New
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$394K
|
-$370K
|
-12,211
|
-51%
|
|
|
38
|
AQR Arbitrage
Greenwich,
Connecticut
|
$368K
|
+$75.1K
|
+2,478
|
+28%
|
|
|
39
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$364K
|
+$15.6K
|
+516
|
+5%
|
|
|
40
|
Meridian Investment Counsel
Lafayette,
California
|
$316K
|
-$45.5K
|
-1,500
|
-13%
|
|
|
41
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$301K
|
-$66.5K
|
-2,193
|
-19%
|
|
|
42
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$282K
|
–
|
–
|
–
|
|
|
43
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$275K
|
–
|
–
|
–
|
|
|
44
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$257K
|
–
|
–
|
–
|
|
|
45
|
Mraz Amerine & Associates
Modesto,
California
|
$223K
|
-$19.9K
|
-656
|
-9%
|
|
|
46
|
Oppenheimer & Co
New York
|
$215K
|
+$200K
|
+6,590
|
New
|
|
|
47
|
Bank of America
Charlotte,
North Carolina
|
$180K
|
+$11.2K
|
+369
|
+7%
|
|
|
48
|
Montag & Associates
Atlanta,
Georgia
|
$81K
|
+$75.2K
|
+2,482
|
New
|
|
|
49
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$35K
|
–
|
–
|
–
|
|
|
50
|
|
$15K
|
+$2.88K
|
+95
|
+26%
|
|
