|
101
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$442K
|
+$108K
|
+2,824
|
+33%
|
|
|
102
|
EFG Asset Management (Americas)
Miami,
Florida
|
$433K
|
+$124K
|
+3,241
|
+42%
|
|
|
103
|
Capital Planning Advisors
Roseville,
California
|
$431K
|
+$171K
|
+4,483
|
+69%
|
|
|
104
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$396K
|
-$7.24K
|
-190
|
-8%
|
|
|
105
|
WealthSource Partners
San Luis Obispo,
California
|
$394K
|
+$383K
|
+10,042
|
New
|
|
|
106
|
Raymond James Trust
St. Petersburg,
Florida
|
$393K
|
-$91.3K
|
-2,395
|
-19%
|
|
|
107
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$385K
|
–
|
–
|
–
|
|
|
108
|
Advisor Group
Phoenix,
Arizona
|
$375K
|
+$5.11K
|
+134
|
+1%
|
|
|
109
|
Covington Capital Management
Los Angeles,
California
|
$375K
|
+$9.64K
|
+253
|
+3%
|
|
|
110
|
Klingman & Associates
New York
|
$372K
|
+$229
|
+6
|
+0.1%
|
|
|
111
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$364K
|
–
|
–
|
–
|
|
|
112
|
Bremer Bank National Association
St Paul,
Minnesota
|
$345K
|
+$341K
|
+8,952
|
New
|
|
|
113
|
Bank of New York Mellon
New York
|
$336K
|
+$325K
|
+8,534
|
New
|
|
|
114
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$326K
|
-$86.5K
|
-2,269
|
-21%
|
|
|
115
|
Meridian Investment Counsel
Lafayette,
California
|
$319K
|
–
|
–
|
–
|
|
|
116
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$318K
|
–
|
–
|
–
|
|
|
117
|
Montecito Bank & Trust
Santa Barbara,
California
|
$317K
|
+$30.5K
|
+800
|
+11%
|
|
|
118
|
AE Wealth Management
Topeka,
Kansas
|
$313K
|
-$116K
|
-3,041
|
-28%
|
|
|
119
|
JOYN Advisors
Atlanta,
Georgia
|
$303K
|
+$62.3K
|
+1,635
|
+27%
|
|
|
120
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$295K
|
-$133K
|
-3,478
|
-32%
|
|
|
121
|
Millennium Management
New York
|
$293K
|
+$284K
|
+7,456
|
New
|
|
|
122
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$289K
|
+$76
|
+2
|
+0%
|
|
|
123
|
Two Sigma Securities
New York
|
$281K
|
-$95.5K
|
-2,504
|
-26%
|
|
|
124
|
|
$281K
|
+$49.3K
|
+1,294
|
+22%
|
|
|
125
|
RDA Financial Network
Akron,
Iowa
|
$271K
|
+$266K
|
+6,982
|
New
|
|
