|
201
|
Personal CFO Solutions
Chester,
New Jersey
|
$483K
|
-$120K
|
-2,400
|
-22%
|
|
|
202
|
Fullerton Fund Management
Singapore
|
$475K
|
–
|
–
|
–
|
|
|
203
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$471K
|
-$625K
|
-12,465
|
-60%
|
|
|
204
|
Blue Fin Capital
Warren,
Rhode Island
|
$470K
|
+$415K
|
+8,280
|
New
|
|
|
205
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$465K
|
+$46.6K
|
+930
|
+13%
|
|
|
206
|
Koshinski Asset Management
Decatur,
Illinois
|
$464K
|
-$4.51K
|
-90
|
-1%
|
|
|
207
|
First Allied Advisory Services
San Diego,
California
|
$447K
|
+$5.01K
|
+100
|
+1%
|
|
|
208
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$444K
|
–
|
–
|
–
|
|
|
209
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$435K
|
+$383K
|
+7,645
|
New
|
|
|
210
|
Professional Planning
Thousand Oaks,
California
|
$435K
|
+$383K
|
+7,645
|
New
|
|
|
211
|
Calamos Wealth Management
Naperville,
Illinois
|
$419K
|
–
|
–
|
–
|
|
|
212
|
Winfield Associates
Cleveland,
Ohio
|
$417K
|
–
|
–
|
–
|
|
|
213
|
Bessemer Group
Woodbridge,
New Jersey
|
$412K
|
–
|
–
|
–
|
|
|
214
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$412K
|
+$339K
|
+6,760
|
+1,380%
|
|
|
215
|
Great Diamond Partners
Portland,
Maine
|
$403K
|
+$46.9K
|
+935
|
+15%
|
|
|
216
|
SP Asset Management
Cupertino,
California
|
$402K
|
-$1.77M
|
-35,260
|
-79%
|
|
|
217
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$393K
|
+$10K
|
+200
|
+3%
|
|
|
218
|
Allianz Asset Management
Munich,
Germany
|
$377K
|
+$332K
|
+6,630
|
New
|
|
|
219
|
Wedbush Securities
Los Angeles,
California
|
$369K
|
+$65.2K
|
+1,300
|
+25%
|
|
|
220
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$366K
|
+$159K
|
+3,175
|
+100%
|
|
|
221
|
Kore Private Wealth
New York
|
$366K
|
+$323K
|
+6,445
|
New
|
|
|
222
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$359K
|
+$317K
|
+6,320
|
New
|
|
|
223
|
Smart Portfolios LLC
Seattle,
Washington
|
$355K
|
–
|
–
|
–
|
|
|
224
|
M&T Bank
Buffalo,
New York
|
$354K
|
–
|
–
|
–
|
|
|
225
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$354K
|
+$312K
|
+6,220
|
New
|
|
