|
301
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$331K
|
+$122K
|
+1,434
|
+58%
|
|
|
302
|
Destination Wealth Management
Walnut Creek,
California
|
$328K
|
-$7.69M
|
-90,624
|
-96%
|
|
|
303
|
Affinity Wealth Management
Wilmington,
Delaware
|
$323K
|
-$165K
|
-1,943
|
-34%
|
|
|
304
|
Thomaspartners
Boston,
Massachusetts
|
$320K
|
+$10.9K
|
+128
|
+4%
|
|
|
305
|
Investment Centers of America
Bismarck,
North Dakota
|
$314K
|
-$2.63M
|
-30,961
|
-89%
|
|
|
306
|
Capstone Asset Management
Houston,
Texas
|
$308K
|
+$19.7K
|
+232
|
+7%
|
|
|
307
|
Karpus Investment Management
Pittsford,
New York
|
$302K
|
-$442K
|
-5,215
|
-59%
|
|
|
308
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$295K
|
-$27.1K
|
-320
|
-8%
|
|
|
309
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$289K
|
+$288K
|
+3,401
|
New
|
|
|
310
|
Institute for Wealth Management
Denver,
Colorado
|
$283K
|
+$282K
|
+3,330
|
New
|
|
|
311
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$282K
|
+$282K
|
+3,326
|
New
|
|
|
312
|
Pacific Financial Group
Bellevue,
Washington
|
$277K
|
+$277K
|
+3,265
|
New
|
|
|
313
|
Farr Miller & Washington
Washington,
District of Columbia
|
$276K
|
-$5.43K
|
-64
|
-2%
|
|
|
314
|
AllSquare Wealth Management
Albany,
New York
|
$276K
|
–
|
–
|
–
|
|
|
315
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$268K
|
-$509K
|
-6,000
|
-66%
|
|
|
316
|
Parasol Investment Management
Westmont,
Illinois
|
$265K
|
-$187K
|
-2,205
|
-41%
|
|
|
317
|
Horizon Kinetics
New York
|
$265K
|
–
|
–
|
–
|
|
|
318
|
Northeast Investment Management
Boston,
Massachusetts
|
$263K
|
–
|
–
|
–
|
|
|
319
|
Efficient Market Advisors
San Diego,
California
|
$261K
|
+$227K
|
+2,672
|
+678%
|
|
|
320
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$261K
|
+$260K
|
+3,069
|
New
|
|
|
321
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$260K
|
+$259K
|
+3,056
|
New
|
|
|
322
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$255K
|
–
|
–
|
–
|
|
|
323
|
Shoker Investment Counsel
Oxford,
Ohio
|
$253K
|
–
|
–
|
–
|
|
|
324
|
Kingfisher Capital
Charlotte,
North Carolina
|
$250K
|
–
|
–
|
–
|
|
|
325
|
WesBanco Bank
Wheeling,
West Virginia
|
$248K
|
–
|
–
|
–
|
|
