|
501
|
First Personal Financial Services
Charlotte,
North Carolina
|
$9K
|
+$8.52K
|
+135
|
New
|
|
|
502
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
503
|
Evercore Wealth Management
New York
|
$7K
|
–
|
–
|
–
|
|
|
504
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
505
|
Joel Isaacson & Co
New York
|
$7K
|
+$63
|
+1
|
+1%
|
|
|
506
|
Formidable Asset Management
Cincinnati,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
507
|
SignatureFD
Atlanta,
Georgia
|
$6K
|
–
|
–
|
–
|
|
|
508
|
Tarbox Family Office
Newport Beach,
California
|
$6K
|
–
|
–
|
–
|
|
|
509
|
Advisory Services Network
Atlanta,
Georgia
|
$6K
|
+$5.43K
|
+86
|
New
|
|
|
510
|
Intersect Capital
San Ramon,
California
|
$5K
|
+$4.42K
|
+70
|
New
|
|
|
511
|
Gary Goldberg Planning Services
Suffern,
New York
|
$4K
|
-$14.7K
|
-233
|
-80%
|
|
|
512
|
Howe & Rusling
Rochester,
New York
|
$4K
|
–
|
–
|
–
|
|
|
513
|
Gemmer Asset Management
Walnut Creek,
California
|
$3K
|
–
|
–
|
–
|
|
|
514
|
Gradient Investments
Arden Hills,
Minnesota
|
$3K
|
+$2.59K
|
+41
|
New
|
|
|
515
|
Colony Group
Boston,
Massachusetts
|
$3K
|
+$2.9K
|
+46
|
New
|
|
|
516
|
Thompson Davis & Co
Richmond,
Virginia
|
$2K
|
+$883
|
+14
|
+100%
|
|
|
517
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2K
|
+$1.51K
|
+24
|
New
|
|
|
518
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$2K
|
+$1.64K
|
+26
|
New
|
|
|
519
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$1K
|
+$15.1K
|
+240
|
New
|
|
|
520
|
Addison Clark Management
Stamford,
Connecticut
|
–
|
-$41M
|
-675,264
|
Closed
|
|
|
521
|
Pzena Investment Management
New York
|
–
|
-$26.1M
|
-429,700
|
Closed
|
|
|
522
|
Independence Capital Asset Partners
Denver,
Colorado
|
–
|
-$11.4M
|
-187,898
|
Closed
|
|
|
523
|
Sentry Investments
Toronto,
Ontario, Canada
|
–
|
-$8.09M
|
-133,300
|
Closed
|
|
|
524
|
|
–
|
-$5.51M
|
-90,809
|
Closed
|
|
|
525
|
EverPoint Asset Management
Stamford,
Connecticut
|
–
|
-$5.46M
|
-90,000
|
Closed
|
|
