|
101
|
Callahan Advisors
Houston,
Texas
|
$581K
|
-$9.8K
|
-117
|
-2%
|
|
|
102
|
Salient Capital Advisors
Houston,
Texas
|
$575K
|
–
|
–
|
–
|
|
|
103
|
M Holdings Securities
Portland,
Oregon
|
$542K
|
+$549K
|
+6,555
|
New
|
|
|
104
|
AssetMark Inc
Concord,
California
|
$540K
|
-$145K
|
-1,728
|
-21%
|
|
|
105
|
United Capital Financial Advisors
Irving,
Texas
|
$520K
|
-$20K
|
-239
|
-4%
|
|
|
106
|
WrapManager Inc
Mill Valley,
California
|
$507K
|
+$46.5K
|
+555
|
+10%
|
|
|
107
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$502K
|
-$201K
|
-2,404
|
-28%
|
|
|
108
|
SFMG Wealth Advisors
Plano,
Texas
|
$484K
|
–
|
–
|
–
|
|
|
109
|
|
$480K
|
+$256K
|
+3,051
|
+111%
|
|
|
110
|
Shamrock Asset Management
Dallas,
Texas
|
$424K
|
-$238K
|
-2,836
|
-36%
|
|
|
111
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$408K
|
-$12.6K
|
-150
|
-3%
|
|
|
112
|
Tortoise Investment Management
White Plains,
New York
|
$392K
|
-$13.8K
|
-165
|
-3%
|
|
|
113
|
Rockland Trust
Hanover,
Massachusetts
|
$374K
|
–
|
–
|
–
|
|
|
114
|
Bartlett & Co
Cincinnati,
Ohio
|
$360K
|
–
|
–
|
–
|
|
|
115
|
D.J. St. Germain
Springfield,
Massachusetts
|
$341K
|
+$345K
|
+4,120
|
New
|
|
|
116
|
Focused Wealth Management
Newburgh,
New York
|
$308K
|
-$13.4K
|
-160
|
-4%
|
|
|
117
|
FDx Advisors
Chicago,
Illinois
|
$308K
|
+$308K
|
+3,681
|
New
|
|
|
118
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$308K
|
+$52.6M
|
+628,390
|
+20%
|
|
|
119
|
National Planning Corporation
El Segundo,
California
|
$307K
|
-$32.5K
|
-388
|
-9%
|
|
|
120
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$304K
|
+$308K
|
+3,681
|
New
|
|
|
121
|
Regal Investment Advisors
Kentwood,
Michigan
|
$296K
|
+$156K
|
+1,857
|
+108%
|
|
|
122
|
Private Advisor Group
Morristown,
New Jersey
|
$280K
|
+$283K
|
+3,380
|
New
|
|
|
123
|
Chevy Chase Trust
Bethesda,
Maryland
|
$277K
|
+$1.84K
|
+22
|
+0.7%
|
|
|
124
|
|
$271K
|
-$626K
|
-7,472
|
-70%
|
|
|
125
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$251K
|
+$129K
|
+1,534
|
+102%
|
|
