|
401
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.12M
|
–
|
–
|
–
|
|
|
402
|
Comerica Securities
Detroit,
Michigan
|
$1.12M
|
+$156K
|
+4,518
|
+17%
|
|
|
403
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.11M
|
-$709K
|
-20,556
|
-40%
|
|
|
404
|
WealthSource Partners
San Luis Obispo,
California
|
$1.08M
|
+$1.04M
|
+30,143
|
New
|
|
|
405
|
Credit Suisse
Zurich,
Switzerland
|
$1.06M
|
-$57.8M
|
-1,673,802
|
-98%
|
|
|
406
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$1.06M
|
–
|
–
|
–
|
|
|
407
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.06M
|
+$1M
|
+29,052
|
New
|
|
|
408
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.04M
|
+$167K
|
+4,840
|
+20%
|
|
|
409
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.03M
|
+$73.5K
|
+2,130
|
+8%
|
|
|
410
|
Mission Wealth Management
Santa Barbara,
California
|
$1.03M
|
-$193K
|
-5,580
|
-16%
|
|
|
411
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.03M
|
+$245K
|
+7,099
|
+33%
|
|
|
412
|
Bailard
Foster City,
California
|
$1.03M
|
+$987K
|
+28,614
|
New
|
|
|
413
|
KCM Investment Advisors
Greenbrae,
California
|
$1.03M
|
-$378K
|
-10,959
|
-28%
|
|
|
414
|
Clarius Group LLC
Seattle,
Washington
|
$1M
|
+$966K
|
+28,003
|
New
|
|
|
415
|
Fidelity Investments
Boston,
Massachusetts
|
$997K
|
-$12.6M
|
-364,881
|
-93%
|
|
|
416
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$979K
|
-$107K
|
-3,087
|
-10%
|
|
|
417
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$959K
|
+$53.3K
|
+1,545
|
+6%
|
|
|
418
|
GFS Advisors
Houston,
Texas
|
$955K
|
-$49K
|
-1,420
|
-5%
|
|
|
419
|
SNS Financial Group
Minneapolis,
Minnesota
|
$944K
|
+$35.1K
|
+1,016
|
+4%
|
|
|
420
|
Hollencrest Capital Management
Newport Beach,
California
|
$943K
|
-$345
|
-10
|
-0%
|
|
|
421
|
Snowden Capital Advisors
New York
|
$920K
|
+$885K
|
+25,646
|
New
|
|
|
422
|
Cambria Investment Management
Manhattan Beach,
California
|
$907K
|
-$349K
|
-10,112
|
-29%
|
|
|
423
|
Howland Capital Management
Boston,
Massachusetts
|
$907K
|
-$43.1K
|
-1,250
|
-5%
|
|
|
424
|
Gemmer Asset Management
Walnut Creek,
California
|
$898K
|
-$10.3K
|
-299
|
-1%
|
|
|
425
|
Klingman & Associates
New York
|
$898K
|
+$864K
|
+25,028
|
New
|
|
