|
801
|
Navis Wealth Advisors
Rye Brook,
New York
|
$12.2M
|
-$1.17M
|
-2,859
|
-8%
|
|
|
802
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$12.2M
|
+$1.22M
|
+2,986
|
+10%
|
|
|
803
|
First Foundation Advisors
Irvine,
California
|
$12.2M
|
-$1.79M
|
-4,358
|
-12%
|
|
|
804
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.2M
|
-$3.22M
|
-7,854
|
-20%
|
|
|
805
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$12.2M
|
–
|
–
|
–
|
|
|
806
|
Capital International Investors
Los Angeles,
California
|
$12.1M
|
+$4.34M
|
+10,589
|
+50%
|
|
|
807
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$12.1M
|
+$63.1K
|
+154
|
+0.5%
|
|
|
808
|
Paragon Financial Partners
Woodland Hills,
California
|
$12.1M
|
-$256K
|
-624
|
-2%
|
|
|
809
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$12.1M
|
-$689K
|
-1,683
|
-5%
|
|
|
810
|
Advisornet Financial
Minnetonka,
Minnesota
|
$12M
|
-$526K
|
-1,285
|
-4%
|
|
|
811
|
Audent Global Asset Management
West Hollywood,
California
|
$12M
|
-$3.84M
|
-9,378
|
-23%
|
|
|
812
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$11.9M
|
+$3.68M
|
+8,991
|
+40%
|
|
|
813
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$11.9M
|
-$927K
|
-2,262
|
-7%
|
|
|
814
|
Proficio Capital Partners
Newton,
Massachusetts
|
$11.9M
|
+$80.7K
|
+197
|
+0.6%
|
|
|
815
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$11.8M
|
+$587K
|
+1,434
|
+5%
|
|
|
816
|
Humankind Investments
New York
|
$11.8M
|
–
|
–
|
–
|
|
|
817
|
Salomon & Ludwin
Richmond,
Virginia
|
$11.7M
|
+$1.25M
|
+3,042
|
+11%
|
|
|
818
|
J. Safra Asset Management
New York
|
$11.7M
|
-$149M
|
-364,000
|
-87%
|
|
|
819
|
Henshaw Capital
Woburn,
Massachusetts
|
$11.7M
|
–
|
–
|
–
|
|
|
820
|
Personal Capital Advisors
Redwood City,
California
|
$11.6M
|
-$300K
|
-733
|
-2%
|
|
|
821
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$11.6M
|
-$2.18M
|
-5,325
|
-15%
|
|
|
822
|
Appleton Partners
Boston,
Massachusetts
|
$11.6M
|
-$252K
|
-616
|
-2%
|
|
|
823
|
Taurus Asset Management
New York
|
$11.5M
|
+$28.7K
|
+70
|
+0.2%
|
|
|
824
|
Congress Wealth Management
Boston,
Massachusetts
|
$11.5M
|
-$63.5K
|
-155
|
-0.5%
|
|
|
825
|
WealthBridge Capital Management
Westerville,
Ohio
|
$11.5M
|
+$106K
|
+258
|
+0.9%
|
|
