|
26
|
GFS Advisors
Houston,
Texas
|
$518K
|
–
|
–
|
–
|
|
|
27
|
Credit Suisse
Zurich,
Switzerland
|
$504K
|
+$484K
|
+6,323
|
New
|
|
|
28
|
Berkeley Inc
Boise,
Idaho
|
$426K
|
+$44.7K
|
+584
|
+12%
|
|
|
29
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$417K
|
+$400K
|
+5,226
|
New
|
|
|
30
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$413K
|
+$396K
|
+5,173
|
New
|
|
|
31
|
Marshall Wace
London,
United Kingdom
|
$370K
|
+$355K
|
+4,640
|
New
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$341K
|
-$30.6K
|
-400
|
-9%
|
|
|
33
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$330K
|
-$23K
|
-300
|
-7%
|
|
|
34
|
KCM Investment Advisors
Greenbrae,
California
|
$283K
|
–
|
–
|
–
|
|
|
35
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$279K
|
+$268K
|
+3,500
|
New
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$277K
|
+$12.8K
|
+167
|
+5%
|
|
|
37
|
Equitable Holdings
New York
|
$238K
|
+$229K
|
+2,990
|
New
|
|
|
38
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$231K
|
+$222K
|
+2,900
|
New
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$224K
|
+$11.5K
|
+150
|
+6%
|
|
|
40
|
American Portfolios Advisors
Holbrook,
New York
|
$216K
|
+$208K
|
+2,712
|
New
|
|
|
41
|
Beacon Pointe Advisors
Newport Beach,
California
|
$216K
|
+$207K
|
+2,703
|
New
|
|
|
42
|
Financial Partners Capital Management
New York
|
$203K
|
+$195K
|
+2,550
|
New
|
|
|
43
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$196K
|
+$188K
|
+2,463
|
New
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$188K
|
-$1.45M
|
-18,976
|
-89%
|
|
|
45
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$161K
|
-$8.8K
|
-115
|
-5%
|
|
|
46
|
Montag & Associates
Atlanta,
Georgia
|
$110K
|
–
|
–
|
–
|
|
|
47
|
Tradewinds Capital Management
Bellingham,
Washington
|
$80K
|
–
|
–
|
–
|
|
|
48
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$79K
|
–
|
–
|
–
|
|
|
49
|
North Star Investment Management
Chicago,
Illinois
|
$78K
|
–
|
–
|
–
|
|
|
50
|
|
$69K
|
+$66.3K
|
+866
|
New
|
|
