|
1001
|
IFC Holdings
Tampa,
Florida
|
$400K
|
-$38K
|
-1,316
|
-9%
|
|
|
1002
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$400K
|
+$83.4K
|
+2,890
|
+27%
|
|
|
1003
|
Daiwa SB Investments
Tokyo,
Japan
|
$395K
|
+$11K
|
+380
|
+3%
|
|
|
1004
|
WMS Partners
Towson,
Maryland
|
$395K
|
+$28.9K
|
+1,000
|
+8%
|
|
|
1005
|
SII Investments
Appleton,
Wisconsin
|
$392K
|
-$13.7K
|
-474
|
-3%
|
|
|
1006
|
Granite Investment Partners
El Segundo,
California
|
$392K
|
–
|
–
|
–
|
|
|
1007
|
Choate Investment Advisors
Boston,
Massachusetts
|
$390K
|
-$742K
|
-25,710
|
-66%
|
|
|
1008
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$390K
|
-$18.1K
|
-627
|
-4%
|
|
|
1009
|
Schnieders Capital Management
Pasadena,
California
|
$389K
|
+$101K
|
+3,500
|
+36%
|
|
|
1010
|
Symphony Asset Management
San Francisco,
California
|
$389K
|
+$384K
|
+13,317
|
New
|
|
|
1011
|
Seven Eight Capital
New York
|
$388K
|
+$383K
|
+13,275
|
New
|
|
|
1012
|
iAB Financial Bank
Fort Wayne,
Indiana
|
$388K
|
+$28.9K
|
+1,000
|
+8%
|
|
|
1013
|
Segment Wealth Management
Houston,
Texas
|
$388K
|
+$383K
|
+13,273
|
New
|
|
|
1014
|
New York Life Investment Management
New York
|
$386K
|
–
|
–
|
–
|
|
|
1015
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$383K
|
–
|
–
|
–
|
|
|
1016
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$382K
|
-$41.8K
|
-1,450
|
-10%
|
|
|
1017
|
Wealthfront
Palo Alto,
California
|
$382K
|
+$139K
|
+4,806
|
+58%
|
|
|
1018
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$379K
|
+$374K
|
+12,959
|
New
|
|
|
1019
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$378K
|
+$14.1K
|
+490
|
+4%
|
|
|
1020
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$376K
|
+$43.1K
|
+1,495
|
+13%
|
|
|
1021
|
Account Management
Boxford,
Massachusetts
|
$376K
|
-$44.7K
|
-1,550
|
-11%
|
|
|
1022
|
Checchi Capital Advisers
Beverly Hills,
California
|
$372K
|
+$136K
|
+4,731
|
+59%
|
|
|
1023
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$366K
|
+$361K
|
+12,500
|
New
|
|
|
1024
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$361K
|
-$379K
|
-13,134
|
-52%
|
|
|
1025
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$359K
|
-$86.6K
|
-3,000
|
-20%
|
|