|
126
|
Davenport & Co
Richmond,
Virginia
|
$232K
|
–
|
–
|
–
|
|
|
127
|
Allianz Asset Management
Munich,
Germany
|
$210K
|
-$3.01M
|
-62,600
|
-94%
|
|
|
128
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$206K
|
+$28.6K
|
+595
|
+16%
|
|
|
129
|
ACG Wealth
Atlanta,
Georgia
|
$206K
|
+$205K
|
+4,263
|
New
|
|
|
130
|
EFG Asset Management (Americas)
Miami,
Florida
|
$202K
|
-$118K
|
-2,450
|
-37%
|
|
|
131
|
ParenteBeard Wealth Management
York,
Pennsylvania
|
$201K
|
+$200K
|
+4,147
|
New
|
|
|
132
|
Partnervest Advisory Services
Santa Barbara,
California
|
$139K
|
+$23.1K
|
+480
|
+20%
|
|
|
133
|
Sandy Spring Bank
Olney,
Maryland
|
$119K
|
–
|
–
|
–
|
|
|
134
|
Creative Planning
Overland Park,
Kansas
|
$94K
|
+$35.6K
|
+740
|
+62%
|
|
|
135
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$78K
|
+$9.86K
|
+205
|
+15%
|
|
|
136
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$70K
|
–
|
–
|
–
|
|
|
137
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$56K
|
+$55.3K
|
+1,150
|
New
|
|
|
138
|
Evercore Wealth Management
New York
|
$43K
|
+$31K
|
+645
|
+274%
|
|
|
139
|
Community Financial System
Syracuse,
New York
|
$42K
|
–
|
–
|
–
|
|
|
140
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$32K
|
+$32K
|
+666
|
New
|
|
|
141
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$29K
|
–
|
–
|
–
|
|
|
142
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$29K
|
+$28.9K
|
+600
|
New
|
|
|
143
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
144
|
Delta Asset Management
Memphis,
Tennessee
|
$7K
|
–
|
–
|
–
|
|
|
145
|
Madden Advisory Services
Jacksonville,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
146
|
Apriem Advisors
Irvine,
California
|
$5K
|
–
|
–
|
–
|
|
|
147
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5K
|
+$48
|
+1
|
+1%
|
|
|
148
|
WFG Advisors
Dallas,
Texas
|
$5K
|
+$4.91K
|
+102
|
New
|
|
|
149
|
Private Trust Company
Cleveland,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
150
|
Weatherstone Capital Management
Denver,
Colorado
|
–
|
-$20.3M
|
-436,389
|
Closed
|
|
