|
51
|
The Family Firm
Bethesda,
Maryland
|
$298K
|
+$90.8K
|
+1,464
|
+43%
|
|
|
52
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$293K
|
-$4.72K
|
-76
|
-2%
|
|
|
53
|
Perigon Wealth Management
San Francisco,
California
|
$293K
|
+$297K
|
+4,779
|
New
|
|
|
54
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$287K
|
+$20.7K
|
+334
|
+8%
|
|
|
55
|
Oppenheimer & Co
New York
|
$241K
|
+$244K
|
+3,933
|
New
|
|
|
56
|
Bank of New York Mellon
New York
|
$226K
|
–
|
–
|
–
|
|
|
57
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$220K
|
–
|
–
|
–
|
|
|
58
|
Brookstone Capital Management
Wheaton,
Illinois
|
$215K
|
+$218K
|
+3,513
|
New
|
|
|
59
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$160K
|
–
|
–
|
–
|
|
|
60
|
Managed Account Advisors
Jersey City,
New Jersey
|
$121K
|
+$122K
|
+1,971
|
New
|
|
|
61
|
|
$87K
|
-$2.79K
|
-45
|
-3%
|
|
|
62
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$78K
|
–
|
–
|
–
|
|
|
63
|
People's United Financial
Bridgeport,
Connecticut
|
$74K
|
–
|
–
|
–
|
|
|
64
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$71K
|
-$54.6K
|
-880
|
-44%
|
|
|
65
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$63K
|
–
|
–
|
–
|
|
|
66
|
Optimum Investment Advisors
Chicago,
Illinois
|
$56K
|
–
|
–
|
–
|
|
|
67
|
First Personal Financial Services
Charlotte,
North Carolina
|
$46K
|
+$45.7K
|
+736
|
New
|
|
|
68
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$34.6K
|
–
|
–
|
–
|
|
|
69
|
Advisory Services Network
Atlanta,
Georgia
|
$31K
|
–
|
–
|
–
|
|
|
70
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
71
|
Schroder Investment Management Group
London,
United Kingdom
|
$24K
|
–
|
–
|
–
|
|
|
72
|
MSI Financial Services
Springfield,
Massachusetts
|
$21K
|
-$21.7K
|
-350
|
-50%
|
|
|
73
|
Crosspoint Capital Strategies
Orinda,
California
|
$16K
|
-$10.4K
|
-168
|
-39%
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
75
|
WFG Advisors
Dallas,
Texas
|
$15K
|
–
|
–
|
–
|
|
