|
26
|
|
$547K
|
-$14.7K
|
-600
|
-3%
|
|
|
27
|
Welch & Forbes
Boston,
Massachusetts
|
$541K
|
–
|
–
|
–
|
|
|
28
|
|
$521K
|
-$263K
|
-10,712
|
-35%
|
|
|
29
|
Segment Wealth Management
Houston,
Texas
|
$520K
|
–
|
–
|
–
|
|
|
30
|
Smith, Moore & Co
Clayton,
Missouri
|
$474K
|
+$448K
|
+18,239
|
New
|
|
|
31
|
Everett Harris & Co
Los Angeles,
California
|
$454K
|
+$429K
|
+17,485
|
New
|
|
|
32
|
Orleans Capital Management
Mandeville,
Louisiana
|
$412K
|
–
|
–
|
–
|
|
|
33
|
Global X Management Company
New York
|
$396K
|
+$82.8K
|
+3,371
|
+28%
|
|
|
34
|
Belmont Global Advisors
Dallas,
Texas
|
$390K
|
+$368K
|
+15,000
|
New
|
|
|
35
|
Tiemann Investment Advisors
Menlo Park,
California
|
$390K
|
+$368K
|
+15,000
|
New
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$368K
|
-$74.3K
|
-3,025
|
-18%
|
|
|
37
|
Holt Capital Partners
Fort Worth,
Texas
|
$353K
|
+$334K
|
+13,587
|
New
|
|
|
38
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$329K
|
-$4.91K
|
-200
|
-2%
|
|
|
39
|
ClearBridge Investments
New York
|
$304K
|
–
|
–
|
–
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$302K
|
–
|
–
|
–
|
|
|
41
|
Summitry LLC
Foster City,
California
|
$271K
|
+$565
|
+23
|
+0.2%
|
|
|
42
|
Cypress Asset Management
Houston,
Texas
|
$254K
|
–
|
–
|
–
|
|
|
43
|
Nine Chapters Capital Management
Short Hills,
New Jersey
|
$252K
|
-$68.7K
|
-2,800
|
-22%
|
|
|
44
|
Choate Investment Advisors
Boston,
Massachusetts
|
$219K
|
-$64.9K
|
-2,643
|
-24%
|
|
|
45
|
Ashfield Capital Partners
San Francisco,
California
|
$217K
|
+$205K
|
+8,350
|
New
|
|
|
46
|
S&T Bank
Indiana,
Pennsylvania
|
$203K
|
+$192K
|
+7,810
|
New
|
|
|
47
|
|
$183K
|
-$474K
|
-19,300
|
-73%
|
|
|
48
|
Bessemer Group
Woodbridge,
New Jersey
|
$145K
|
–
|
–
|
–
|
|
|
49
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$133K
|
+$20.1K
|
+818
|
+19%
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$98K
|
+$24.9K
|
+1,016
|
+37%
|
|
