|
1
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$37.7M
|
–
|
–
|
–
|
|
|
2
|
CIBC World Markets
New York
|
$24.5M
|
-$21.7M
|
-636,284
|
-47%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.57M
|
+$3.02M
|
+65,054
|
+194%
|
|
|
4
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$1.4M
|
+$5.29K
|
+155
|
+0.4%
|
|
|
5
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$920K
|
+$89.5K
|
+2,627
|
+11%
|
|
|
6
|
Cullinan Associates
Louisville,
Kentucky
|
$837K
|
-$81.3K
|
-2,382
|
-9%
|
|
|
7
|
Fruth Investment Management
Houston,
Texas
|
$659K
|
+$141K
|
+4,131
|
+27%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$488K
|
-$43.7K
|
-1,283
|
-8%
|
|
|
9
|
Garner Asset Management Corp
Plano,
Texas
|
$395K
|
-$59.4K
|
-1,741
|
-13%
|
|
|
10
|
Mount Vernon Associates
Baltimore,
Maryland
|
$348K
|
-$11.2K
|
-328
|
-3%
|
|
|
11
|
Point View Wealth Management
Summit,
New Jersey
|
$336K
|
+$57.3K
|
+1,679
|
+21%
|
|
|
12
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$225K
|
+$225K
|
+6,607
|
New
|
|
|
13
|
Gemmer Asset Management
Walnut Creek,
California
|
$78K
|
-$170
|
-5
|
-0.2%
|
|
|
14
|
Sonora Investment Management
Tucson,
Arizona
|
$51K
|
+$2.29K
|
+67
|
+5%
|
|
|
15
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$32K
|
-$30.3K
|
-890
|
-49%
|
|
|
16
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$7K
|
–
|
–
|
–
|
|
|
17
|
QCI Asset Management
Pittsford,
New York
|
$6K
|
–
|
–
|
–
|
|
|
18
|
Lenox Wealth Advisors
New York
|
$2K
|
+$1.31K
|
+44
|
+191%
|
|
|
19
|
Novare Capital Management
Charlotte,
North Carolina
|
–
|
-$3.36M
|
-52,302
|
Closed
|
|
|
20
|
Cheviot Value Management
Beverly Hills,
California
|
–
|
-$2.09M
|
-32,548
|
Closed
|
|
|
21
|
Asset Planning Services Inc
Covington,
Louisiana
|
–
|
-$1.77M
|
-27,639
|
Closed
|
|
|
22
|
Univest Financial
Souderton,
Pennsylvania
|
–
|
-$1.45M
|
-19,738
|
Closed
|
|
|
23
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
–
|
-$672K
|
-10,464
|
Closed
|
|
|
24
|
American Research & Management Company
Marion,
Massachusetts
|
–
|
-$397K
|
-6,186
|
Closed
|
|
|
25
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
–
|
-$344K
|
-5,366
|
Closed
|
|
