|
26
|
S&CO Inc
Boston,
Massachusetts
|
$948K
|
–
|
–
|
–
|
|
|
27
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$888K
|
+$16.3K
|
+461
|
+2%
|
|
|
28
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$859K
|
–
|
–
|
–
|
|
|
29
|
Neville Rodie & Shaw
New York
|
$774K
|
-$109K
|
-3,072
|
-13%
|
|
|
30
|
|
$737K
|
–
|
–
|
–
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$588K
|
+$1.7K
|
+48
|
+0.3%
|
|
|
32
|
Mercer Global Advisors
Denver,
Colorado
|
$548K
|
+$512K
|
+14,447
|
New
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$514K
|
+$20K
|
+566
|
+4%
|
|
|
34
|
Diversified Trust
Memphis,
Tennessee
|
$504K
|
–
|
–
|
–
|
|
|
35
|
6 Meridian
Wichita,
Kansas
|
$486K
|
+$17.5K
|
+495
|
+4%
|
|
|
36
|
Landscape Capital Management
Englewood,
New Jersey
|
$481K
|
-$70.8K
|
-2,000
|
-14%
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$465K
|
–
|
–
|
–
|
|
|
38
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$423K
|
–
|
–
|
–
|
|
|
39
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$381K
|
+$29.3K
|
+828
|
+9%
|
|
|
40
|
Meridian Investment Counsel
Lafayette,
California
|
$367K
|
–
|
–
|
–
|
|
|
41
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$327K
|
–
|
–
|
–
|
|
|
42
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$319K
|
–
|
–
|
–
|
|
|
43
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
44
|
Advisors Asset Management
Monument,
Colorado
|
$270K
|
+$252K
|
+7,118
|
New
|
|
|
45
|
Oppenheimer & Co
New York
|
$250K
|
–
|
–
|
–
|
|
|
46
|
Mraz Amerine & Associates
Modesto,
California
|
$239K
|
-$18.8K
|
-530
|
-8%
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$231K
|
+$216K
|
+6,094
|
New
|
|
|
48
|
Bank of America
Charlotte,
North Carolina
|
$207K
|
-$2.87K
|
-81
|
-1%
|
|
|
49
|
Raymond James Trust
St. Petersburg,
Florida
|
$205K
|
+$192K
|
+5,414
|
New
|
|
|
50
|
Montag & Associates
Atlanta,
Georgia
|
$94K
|
–
|
–
|
–
|
|
