|
101
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.9M
|
-$818K
|
-15,096
|
-30%
|
|
|
102
|
MAI Capital Management
Independence,
Ohio
|
$1.89M
|
+$67.3K
|
+1,243
|
+4%
|
|
|
103
|
Oppenheimer & Co
New York
|
$1.89M
|
-$102K
|
-1,891
|
-5%
|
|
|
104
|
Rockefeller Capital Management
New York
|
$1.86M
|
+$806K
|
+14,871
|
+77%
|
|
|
105
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$1.81M
|
+$34.5K
|
+636
|
+2%
|
|
|
106
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.81M
|
+$488K
|
+9,000
|
+37%
|
|
|
107
|
Cetera Advisor Networks
El Segundo,
California
|
$1.79M
|
-$17.4M
|
-320,849
|
-91%
|
|
|
108
|
Creative Planning
Overland Park,
Kansas
|
$1.78M
|
-$40.9K
|
-755
|
-2%
|
|
|
109
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.72M
|
+$1.27M
|
+23,459
|
+290%
|
|
|
110
|
World Equity Group
Schaumburg,
Illinois
|
$1.7M
|
-$600K
|
-11,078
|
-27%
|
|
|
111
|
Atria Investments
Charlotte,
North Carolina
|
$1.65M
|
-$13.4M
|
-246,624
|
-89%
|
|
|
112
|
Equitable Holdings
New York
|
$1.62M
|
-$5.23M
|
-96,607
|
-77%
|
|
|
113
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$1.59M
|
-$59K
|
-1,089
|
-4%
|
|
|
114
|
Plimoth Trust
Plymouth,
Massachusetts
|
$1.55M
|
-$16.1K
|
-298
|
-1%
|
|
|
115
|
MA Private Wealth
San Carlos,
California
|
$1.54M
|
-$61.3K
|
-1,131
|
-4%
|
|
|
116
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.53M
|
-$24.7K
|
-456
|
-2%
|
|
|
117
|
Asset Dedication LLC
San Francisco,
California
|
$1.52M
|
-$14K
|
-259
|
-0.9%
|
|
|
118
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.5M
|
–
|
–
|
–
|
|
|
119
|
RHS Financial
San Francisco,
California
|
$1.48M
|
-$430K
|
-7,932
|
-23%
|
|
|
120
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.39M
|
-$411K
|
-7,595
|
-23%
|
|
|
121
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.25M
|
-$218M
|
-4,033,376
|
-99%
|
|
|
122
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.25M
|
–
|
–
|
–
|
|
|
123
|
Snowden Capital Advisors
New York
|
$1.24M
|
-$2.31M
|
-42,612
|
-65%
|
|
|
124
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.23M
|
-$780K
|
-14,398
|
-39%
|
|
|
125
|
Stifel Financial
St. Louis,
Missouri
|
$1.22M
|
-$18.7M
|
-344,539
|
-94%
|
|
