|
101
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$618K
|
+$101K
|
+1,200
|
+20%
|
|
|
102
|
Salient Capital Advisors
Houston,
Texas
|
$591K
|
–
|
–
|
–
|
|
|
103
|
Investment Centers of America
Bismarck,
North Dakota
|
$533K
|
+$539K
|
+6,392
|
New
|
|
|
104
|
|
$502K
|
+$8.69K
|
+103
|
+2%
|
|
|
105
|
Colony Group
Boston,
Massachusetts
|
$498K
|
+$495K
|
+5,865
|
New
|
|
|
106
|
SFMG Wealth Advisors
Plano,
Texas
|
$497K
|
–
|
–
|
–
|
|
|
107
|
Private Advisor Group
Morristown,
New Jersey
|
$477K
|
+$188K
|
+2,230
|
+66%
|
|
|
108
|
AssetMark Inc
Concord,
California
|
$475K
|
-$78.8K
|
-934
|
-14%
|
|
|
109
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$474K
|
+$470K
|
+5,576
|
New
|
|
|
110
|
D.J. St. Germain
Springfield,
Massachusetts
|
$458K
|
+$107K
|
+1,265
|
+31%
|
|
|
111
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$458K
|
+$223K
|
+2,640
|
+96%
|
|
|
112
|
National Planning Corporation
El Segundo,
California
|
$426K
|
+$112K
|
+1,331
|
+36%
|
|
|
113
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$419K
|
–
|
–
|
–
|
|
|
114
|
Occidental Asset Management
Burlingame,
California
|
$419K
|
+$416K
|
+4,930
|
New
|
|
|
115
|
Shamrock Asset Management
Dallas,
Texas
|
$415K
|
-$21.4K
|
-254
|
-5%
|
|
|
116
|
Rockland Trust
Hanover,
Massachusetts
|
$384K
|
–
|
–
|
–
|
|
|
117
|
Bartlett & Co
Cincinnati,
Ohio
|
$370K
|
–
|
–
|
–
|
|
|
118
|
Regal Investment Advisors
Kentwood,
Michigan
|
$366K
|
+$61.1K
|
+725
|
+20%
|
|
|
119
|
Tortoise Investment Management
White Plains,
New York
|
$352K
|
-$50.6K
|
-600
|
-13%
|
|
|
120
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$351K
|
+$37.9K
|
+450
|
+12%
|
|
|
121
|
WrapManager Inc
Mill Valley,
California
|
$347K
|
-$173K
|
-2,049
|
-33%
|
|
|
122
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$326K
|
+$9.71M
|
+115,154
|
+3%
|
|
|
123
|
Focused Wealth Management
Newburgh,
New York
|
$316K
|
+$84
|
+1
|
+0%
|
|
|
124
|
FDx Advisors
Chicago,
Illinois
|
$313K
|
–
|
–
|
–
|
|
|
125
|
Chevy Chase Trust
Bethesda,
Maryland
|
$288K
|
+$3.54K
|
+42
|
+1%
|
|
