|
1001
|
Montag & Associates
Atlanta,
Georgia
|
$655K
|
+$17.9K
|
+400
|
+3%
|
|
|
1002
|
Modera Wealth Management
Westwood,
New Jersey
|
$654K
|
-$117K
|
-2,600
|
-17%
|
|
|
1003
|
Bartlett & Co
Cincinnati,
Ohio
|
$651K
|
-$45K
|
-1,005
|
-7%
|
|
|
1004
|
TCW Group
Los Angeles,
California
|
$648K
|
+$568K
|
+12,670
|
New
|
|
|
1005
|
AssetMark Inc
Concord,
California
|
$646K
|
-$25M
|
-557,776
|
-98%
|
|
|
1006
|
Patten & Patten
Chattanooga,
Tennessee
|
$644K
|
-$48.8K
|
-1,090
|
-8%
|
|
|
1007
|
Park National Corp
Newark,
Ohio
|
$644K
|
-$14.3K
|
-320
|
-2%
|
|
|
1008
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$642K
|
+$563K
|
+12,554
|
New
|
|
|
1009
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$640K
|
–
|
–
|
–
|
|
|
1010
|
Perigon Wealth Management
San Francisco,
California
|
$640K
|
+$233K
|
+5,206
|
+71%
|
|
|
1011
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$637K
|
+$26.9K
|
+600
|
+5%
|
|
|
1012
|
Mattern Wealth Management
Lawrence,
Kansas
|
$636K
|
+$6.72K
|
+150
|
+1%
|
|
|
1013
|
Comerica Securities
Detroit,
Michigan
|
$634K
|
+$11.7K
|
+262
|
+2%
|
|
|
1014
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$632K
|
–
|
–
|
–
|
|
|
1015
|
Joel Isaacson & Co
New York
|
$632K
|
+$13.4K
|
+300
|
+2%
|
|
|
1016
|
|
$631K
|
+$67.3K
|
+1,503
|
+14%
|
|
|
1017
|
Canandaigua National Corp
Canandaigua,
New York
|
$630K
|
-$14.7K
|
-328
|
-3%
|
|
|
1018
|
Cannell & Spears
New York
|
$629K
|
+$26.9K
|
+600
|
+5%
|
|
|
1019
|
IEQ Capital
Foster City,
California
|
$629K
|
+$77.7K
|
+1,734
|
+16%
|
|
|
1020
|
Madison Asset Management
Madison,
Wisconsin
|
$628K
|
+$46K
|
+1,026
|
+9%
|
|
|
1021
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$627K
|
-$38.8K
|
-866
|
-7%
|
|
|
1022
|
Neville Rodie & Shaw
New York
|
$625K
|
-$4.48K
|
-100
|
-0.8%
|
|
|
1023
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$623K
|
-$17K
|
-380
|
-3%
|
|
|
1024
|
Capula Management
Grand Cayman,
Cayman Islands
|
$622K
|
+$545K
|
+12,163
|
New
|
|
|
1025
|
FourThought Financial
Venice,
Florida
|
$619K
|
+$45.7K
|
+1,019
|
+9%
|
|
