|
101
|
Evercore Wealth Management
New York
|
$365K
|
-$387K
|
-8,000
|
-52%
|
|
|
102
|
Comerica Bank
Dallas,
Texas
|
$364K
|
-$3.14K
|
-65
|
-0.9%
|
|
|
103
|
Argentus Capital Management
Dallas,
Texas
|
$326K
|
-$320K
|
-6,630
|
-50%
|
|
|
104
|
OTA Financial Group
Purchase,
New York
|
$324K
|
+$326K
|
+6,739
|
New
|
|
|
105
|
Bank of New York Mellon
New York
|
$314K
|
+$312K
|
+6,452
|
New
|
|
|
106
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$307K
|
-$235K
|
-4,866
|
-44%
|
|
|
107
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$305K
|
–
|
–
|
–
|
|
|
108
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$305K
|
–
|
–
|
–
|
|
|
109
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$301K
|
–
|
–
|
–
|
|
|
110
|
D.J. St. Germain
Springfield,
Massachusetts
|
$276K
|
+$57.5K
|
+1,190
|
+27%
|
|
|
111
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$275K
|
–
|
–
|
–
|
|
|
112
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$268K
|
-$96.7K
|
-2,000
|
-27%
|
|
|
113
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$262K
|
–
|
–
|
–
|
|
|
114
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$252K
|
-$62.3K
|
-1,290
|
-20%
|
|
|
115
|
Atria Investments
Charlotte,
North Carolina
|
$241K
|
-$221K
|
-4,578
|
-48%
|
|
|
116
|
|
$241K
|
-$3.53K
|
-73
|
-1%
|
|
|
117
|
Moors & Cabot
Boston,
Massachusetts
|
$218K
|
-$98.5K
|
-2,038
|
-31%
|
|
|
118
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$216K
|
–
|
–
|
–
|
|
|
119
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$215K
|
–
|
–
|
–
|
|
|
120
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$211K
|
–
|
–
|
–
|
|
|
121
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$208K
|
+$206K
|
+4,266
|
New
|
|
|
122
|
ProVise Management Group
Clearwater,
Florida
|
$203K
|
-$473K
|
-9,783
|
-70%
|
|
|
123
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$203K
|
-$83.4K
|
-1,726
|
-29%
|
|
|
124
|
Perigon Wealth Management
San Francisco,
California
|
$200K
|
+$198K
|
+4,100
|
New
|
|
|
125
|
Creative Planning
Overland Park,
Kansas
|
$184K
|
-$242
|
-5
|
-0.1%
|
|
