|
126
|
Credit Suisse
Zurich,
Switzerland
|
$696K
|
+$692K
|
+33,650
|
New
|
|
|
127
|
Weatherly Asset Management
Del Mar,
California
|
$672K
|
–
|
–
|
–
|
|
|
128
|
Northern Trust
Chicago,
Illinois
|
$644K
|
-$77.9K
|
-3,790
|
-11%
|
|
|
129
|
Concert Wealth Management
San Jose,
California
|
$620K
|
-$1.84M
|
-89,290
|
-75%
|
|
|
130
|
Ken Stern & Associates
San Diego,
California
|
$620K
|
–
|
–
|
–
|
|
|
131
|
Founders Capital Management (Texas)
Houston,
Texas
|
$620K
|
+$72K
|
+3,500
|
+13%
|
|
|
132
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$618K
|
–
|
–
|
–
|
|
|
133
|
Evercore Wealth Management
New York
|
$613K
|
-$103
|
-5
|
-0%
|
|
|
134
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$604K
|
-$189K
|
-9,190
|
-24%
|
|
|
135
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$601K
|
–
|
–
|
–
|
|
|
136
|
Level Four Advisory Services
Dallas,
Texas
|
$597K
|
–
|
–
|
–
|
|
|
137
|
Millburn Ridgefield Corp
New York
|
$588K
|
-$90.8K
|
-4,415
|
-13%
|
|
|
138
|
Dowling & Yahnke
San Diego,
California
|
$586K
|
+$298K
|
+14,475
|
+104%
|
|
|
139
|
William Blair & Company
Chicago,
Illinois
|
$585K
|
–
|
–
|
–
|
|
|
140
|
Summit Financial Strategies
Columbus,
Ohio
|
$572K
|
+$16.5K
|
+805
|
+3%
|
|
|
141
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$553K
|
-$18.4K
|
-895
|
-3%
|
|
|
142
|
Cetera Advisors
Denver,
Colorado
|
$553K
|
+$6.48K
|
+315
|
+1%
|
|
|
143
|
SG Americas Securities
New York
|
$553K
|
+$550K
|
+26,760
|
New
|
|
|
144
|
Stifel Financial
St. Louis,
Missouri
|
$526K
|
+$90.5K
|
+4,400
|
+21%
|
|
|
145
|
AIMZ Investment Advisors
Los Altos,
California
|
$517K
|
–
|
–
|
–
|
|
|
146
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$516K
|
+$140K
|
+6,805
|
+37%
|
|
|
147
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$495K
|
+$2.47K
|
+120
|
+0.5%
|
|
|
148
|
HSBC Holdings
London,
United Kingdom
|
$439K
|
-$8.32M
|
-404,475
|
-95%
|
|
|
149
|
Aveo Capital Partners
Englewood,
Colorado
|
$438K
|
–
|
–
|
–
|
|
|
150
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$415K
|
-$107K
|
-5,205
|
-21%
|
|
