|
101
|
CPWM LLC
Seattle,
Washington
|
$288K
|
–
|
–
|
–
|
|
|
102
|
Beck Mack & Oliver
New York
|
$263K
|
–
|
–
|
–
|
|
|
103
|
Madden Advisory Services
Jacksonville,
Florida
|
$260K
|
-$185K
|
-4,018
|
-43%
|
|
|
104
|
KCM Investment Advisors
Greenbrae,
California
|
$240K
|
+$230K
|
+5,001
|
New
|
|
|
105
|
Rice Hall James & Associates
San Diego,
California
|
$216K
|
–
|
–
|
–
|
|
|
106
|
Visium Asset Management
New York
|
$212K
|
+$203K
|
+4,400
|
New
|
|
|
107
|
WFG Advisors
Dallas,
Texas
|
$182K
|
-$1.38M
|
-29,970
|
-89%
|
|
|
108
|
Next Financial Group
Houston,
Texas
|
$170K
|
-$51.2K
|
-1,111
|
-24%
|
|
|
109
|
Midas Management
New York
|
$147K
|
+$140K
|
+3,050
|
New
|
|
|
110
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$131K
|
+$92.1K
|
+2,000
|
+276%
|
|
|
111
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$120K
|
-$2.1M
|
-45,580
|
-95%
|
|
|
112
|
WealthTrust Fairport
Cleveland,
Ohio
|
$118K
|
+$322
|
+7
|
+0.3%
|
|
|
113
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$106K
|
+$18.4K
|
+400
|
+22%
|
|
|
114
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$104K
|
-$55.3K
|
-1,200
|
-36%
|
|
|
115
|
Community Financial Services Group
Newport,
Vermont
|
$61K
|
+$58.3K
|
+1,267
|
New
|
|
|
116
|
SignatureFD
Atlanta,
Georgia
|
$60K
|
+$57.8K
|
+1,256
|
New
|
|
|
117
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$53K
|
+$50.6K
|
+1,100
|
New
|
|
|
118
|
Catalyst Capital Advisors
Huntington,
New York
|
$51K
|
-$294K
|
-6,380
|
-86%
|
|
|
119
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$50.3K
|
+$46.3K
|
+1,006
|
New
|
|
|
120
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$48K
|
–
|
–
|
–
|
|
|
121
|
Manchester Capital Management
Manchester,
Vermont
|
$43K
|
+$41.4K
|
+900
|
New
|
|
|
122
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$34K
|
–
|
–
|
–
|
|
|
123
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$33K
|
+$276
|
+6
|
+0.9%
|
|
|
124
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25K
|
+$23.6K
|
+513
|
New
|
|
|
125
|
Reilly Financial Advisors
La Mesa,
California
|
$24K
|
–
|
–
|
–
|
|
