|
1001
|
Kelleher Financial Advisors
New York
|
$241K
|
–
|
–
|
–
|
|
|
1002
|
Tradition Capital Management
Summit,
New Jersey
|
$241K
|
–
|
–
|
–
|
|
|
1003
|
AssetMark Inc
Concord,
California
|
$241K
|
+$747
|
+11
|
+0.3%
|
|
|
1004
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$240K
|
–
|
–
|
–
|
|
|
1005
|
SFMG Wealth Advisors
Plano,
Texas
|
$240K
|
–
|
–
|
–
|
|
|
1006
|
L.J. Altfest & Co
New York
|
$240K
|
+$68
|
+1
|
+0%
|
|
|
1007
|
Capital Guardian Trust
Los Angeles,
California
|
$239K
|
-$339K
|
-4,990
|
-58%
|
|
|
1008
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$239K
|
–
|
–
|
–
|
|
|
1009
|
Boston Research & Management
Manchester,
Massachusetts
|
$236K
|
–
|
–
|
–
|
|
|
1010
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$236K
|
–
|
–
|
–
|
|
|
1011
|
Ascent Wealth Partners
New Hartford,
New York
|
$232K
|
–
|
–
|
–
|
|
|
1012
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$231K
|
–
|
–
|
–
|
|
|
1013
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$231K
|
–
|
–
|
–
|
|
|
1014
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$227K
|
-$162K
|
-2,386
|
-41%
|
|
|
1015
|
Alpha Cubed Investments
Irvine,
California
|
$227K
|
+$230K
|
+3,393
|
New
|
|
|
1016
|
Frontier Wealth Management
Kansas City,
Missouri
|
$224K
|
–
|
–
|
–
|
|
|
1017
|
WealthTrust Fairport
Cleveland,
Ohio
|
$223K
|
+$226K
|
+3,330
|
New
|
|
|
1018
|
|
$222K
|
-$13.6K
|
-200
|
-6%
|
|
|
1019
|
Sunnymeath Asset Management
Red Bank,
New Jersey
|
$221K
|
-$132K
|
-1,950
|
-32%
|
|
|
1020
|
Portland Global Advisors
Portland,
Maine
|
$221K
|
–
|
–
|
–
|
|
|
1021
|
SOL Capital Management
Rockville,
Maryland
|
$221K
|
–
|
–
|
–
|
|
|
1022
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$221K
|
+$224K
|
+3,300
|
New
|
|
|
1023
|
Monroe Bank & Trust
Monroe,
Michigan
|
$220K
|
-$58.1K
|
-855
|
-21%
|
|
|
1024
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$220K
|
-$25.3K
|
-372
|
-10%
|
|
|
1025
|
Bison Wealth
Atlanta,
Georgia
|
$220K
|
-$14.6K
|
-215
|
-6%
|
|
