|
1001
|
Partnervest Advisory Services
Santa Barbara,
California
|
$35K
|
-$3.71K
|
-40
|
-9%
|
|
|
1002
|
Highlander Capital Management
Short Hills,
New Jersey
|
$28.3K
|
–
|
–
|
–
|
|
|
1003
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$28K
|
–
|
–
|
–
|
|
|
1004
|
Zions Trust National Association
Salt Lake City,
Utah
|
$28K
|
–
|
–
|
–
|
|
|
1005
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$26K
|
-$4.72K
|
-51
|
-15%
|
|
|
1006
|
Tortoise Investment Management
White Plains,
New York
|
$25K
|
-$25.7K
|
-277
|
-50%
|
|
|
1007
|
Rockefeller Financial Services
New York
|
$24K
|
-$19.3K
|
-208
|
-44%
|
|
|
1008
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$24K
|
+$24.2K
|
+261
|
New
|
|
|
1009
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$21K
|
–
|
–
|
–
|
|
|
1010
|
Kessler Investment Group
Columbus,
Indiana
|
$21K
|
+$21K
|
+227
|
New
|
|
|
1011
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$20.2K
|
-$185
|
-2
|
-0.9%
|
|
|
1012
|
Financial Management Professionals
Austin,
Texas
|
$19K
|
+$9.73K
|
+105
|
+101%
|
|
|
1013
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$15K
|
–
|
–
|
–
|
|
|
1014
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$14K
|
-$10.2K
|
-110
|
-41%
|
|
|
1015
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$14K
|
+$14.5K
|
+156
|
New
|
|
|
1016
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$14K
|
+$14.5K
|
+156
|
New
|
|
|
1017
|
Integrated Wealth Counsel
Carmel,
California
|
$13.4K
|
–
|
–
|
–
|
|
|
1018
|
Macroview Investment Management
Bethesda,
Maryland
|
$13K
|
+$13.1K
|
+141
|
New
|
|
|
1019
|
Fred Alger Management
New York
|
$11K
|
-$6.86K
|
-74
|
-38%
|
|
|
1020
|
Victory Capital Management
San Antonio,
Texas
|
$10K
|
+$10.4K
|
+112
|
New
|
|
|
1021
|
IKOS CIF
Limassol,
Cyprus
|
$9K
|
+$9.63K
|
+104
|
New
|
|
|
1022
|
Edge Wealth Management
New York
|
$5K
|
–
|
–
|
–
|
|
|
1023
|
West Oak Capital
Westlake Village,
California
|
$4.24K
|
–
|
–
|
–
|
|
|
1024
|
Signator Financial Services
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
1025
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$4K
|
–
|
–
|
–
|
|
