|
201
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$114K
|
–
|
–
|
–
|
|
|
202
|
Perigon Wealth Management
San Francisco,
California
|
$110K
|
+$34.4K
|
+1,000
|
+47%
|
|
|
203
|
|
$109K
|
-$272K
|
-7,918
|
-72%
|
|
|
204
|
Nuveen Fund Advisors
Chicago,
Illinois
|
$97K
|
-$15.7K
|
-456
|
-14%
|
|
|
205
|
Private Management Group
Irvine,
California
|
$92K
|
–
|
–
|
–
|
|
|
206
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$88K
|
-$171K
|
-4,975
|
-67%
|
|
|
207
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$72K
|
+$21.3K
|
+618
|
+44%
|
|
|
208
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$64K
|
-$30K
|
-871
|
-32%
|
|
|
209
|
Creative Planning
Overland Park,
Kansas
|
$55K
|
–
|
–
|
–
|
|
|
210
|
UBS Group
Zurich,
Switzerland
|
$51K
|
+$4.3K
|
+125
|
+10%
|
|
|
211
|
Israel Discount Bank of New York
New York
|
$48K
|
+$1.72K
|
+50
|
+4%
|
|
|
212
|
Smith Group Asset Management
Dallas,
Texas
|
$46K
|
+$36.5K
|
+1,060
|
+402%
|
|
|
213
|
Envestnet Asset Management
Chicago,
Illinois
|
$43K
|
-$312K
|
-9,074
|
-88%
|
|
|
214
|
Asset Dedication LLC
San Francisco,
California
|
$37K
|
–
|
–
|
–
|
|
|
215
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37K
|
+$2.41K
|
+70
|
+7%
|
|
|
216
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$32K
|
–
|
–
|
–
|
|
|
217
|
First Horizon Advisors
Memphis,
Tennessee
|
$20K
|
–
|
–
|
–
|
|
|
218
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$10K
|
-$688
|
-20
|
-7%
|
|
|
219
|
IFP Advisors
Tampa,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
220
|
|
$6K
|
-$138
|
-4
|
-2%
|
|
|
221
|
Sandy Spring Bank
Olney,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
222
|
Thompson Davis & Co
Richmond,
Virginia
|
$4K
|
+$1.24K
|
+36
|
+53%
|
|
|
223
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2K
|
-$550
|
-16
|
-21%
|
|
|
224
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$2K
|
+$310
|
+9
|
+22%
|
|
|
225
|
Cutler Group
San Francisco,
California
|
$1K
|
-$4.3K
|
-125
|
-80%
|
|
