|
101
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$168K
|
-$13.9K
|
-360
|
-8%
|
|
|
102
|
Truvestments Capital
Sarasota,
Florida
|
$146K
|
+$50.1K
|
+1,295
|
+53%
|
|
|
103
|
Brown Brothers Harriman & Co
New York
|
$129K
|
–
|
–
|
–
|
|
|
104
|
West Paces Advisors
Atlanta,
Georgia
|
$117K
|
–
|
–
|
–
|
|
|
105
|
American Portfolios Advisors
Holbrook,
New York
|
$105K
|
-$15.4K
|
-399
|
-13%
|
|
|
106
|
Simon Quick Advisors
Morristown,
New Jersey
|
$78.4K
|
–
|
–
|
–
|
|
|
107
|
Private Ocean
San Rafael,
California
|
$72K
|
–
|
–
|
–
|
|
|
108
|
Howe & Rusling
Rochester,
New York
|
$60K
|
-$39
|
-1
|
-0.1%
|
|
|
109
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$49K
|
-$31.7K
|
-820
|
-40%
|
|
|
110
|
William Blair & Company
Chicago,
Illinois
|
$46K
|
–
|
–
|
–
|
|
|
111
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40K
|
-$11.6K
|
-300
|
-23%
|
|
|
112
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39K
|
+$38.7K
|
+1,000
|
New
|
|
|
113
|
Asset Dedication LLC
San Francisco,
California
|
$31K
|
–
|
–
|
–
|
|
|
114
|
Realta Investment Advisors
Wilmington,
Delaware
|
$21K
|
+$20.5K
|
+530
|
New
|
|
|
115
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$17K
|
+$116
|
+3
|
+0.7%
|
|
|
116
|
Manchester Financial
Westlake Village,
California
|
$17K
|
+$17K
|
+439
|
New
|
|
|
117
|
Westside Investment Management
Santa Monica,
California
|
$15K
|
+$15.5K
|
+400
|
New
|
|
|
118
|
Fidelity Investments
Boston,
Massachusetts
|
$11K
|
+$5.76K
|
+149
|
+118%
|
|
|
119
|
Advisornet Financial
Minnetonka,
Minnesota
|
$9K
|
+$8.93K
|
+231
|
New
|
|
|
120
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$8K
|
+$7.61K
|
+197
|
New
|
|
|
121
|
Allworth Financial
Folsom,
California
|
$7K
|
–
|
–
|
–
|
|
|
122
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
+$6.18K
|
+160
|
New
|
|
|
123
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
124
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5K
|
–
|
–
|
–
|
|
|
125
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
