|
101
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$21K
|
+$19.1K
|
+196
|
New
|
|
|
102
|
Gemmer Asset Management
Walnut Creek,
California
|
$16K
|
–
|
–
|
–
|
|
|
103
|
Geneos Wealth Management
Englewood,
Colorado
|
$15K
|
+$14.2K
|
+146
|
New
|
|
|
104
|
Gupta Wealth Management
San Diego,
California
|
$11K
|
–
|
–
|
–
|
|
|
105
|
Winfield Associates
Cleveland,
Ohio
|
$11K
|
–
|
–
|
–
|
|
|
106
|
Glassman Wealth Services
Vienna,
Virginia
|
$9K
|
+$8.49K
|
+87
|
New
|
|
|
107
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$7K
|
–
|
–
|
–
|
|
|
108
|
Krilogy Financial
St. Louis,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
109
|
LBA Wealth Management
Jacksonville,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
110
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
111
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2K
|
+$1.95K
|
+20
|
New
|
|
|
112
|
WFG Advisors
Dallas,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
113
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
–
|
-$10.8M
|
-106,900
|
Closed
|
|
|
114
|
|
–
|
-$4.25M
|
-42,087
|
Closed
|
|
|
115
|
Chatham Capital Group
Savannah,
Georgia
|
–
|
-$2.48M
|
-24,596
|
Closed
|
|
|
116
|
ProVise Management Group
Clearwater,
Florida
|
–
|
-$1.59M
|
-15,696
|
Closed
|
|
|
117
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$450K
|
-4,451
|
Closed
|
|
|
118
|
Scotia Capital
Toronto,
Ontario, Canada
|
–
|
-$414K
|
-4,096
|
Closed
|
|
|
119
|
Cornerstone Capital Management Holdings
New York
|
–
|
-$407K
|
-4,024
|
Closed
|
|
|
120
|
Augustine Asset Management
Jacksonville,
Florida
|
–
|
-$358K
|
-3,547
|
Closed
|
|
|
121
|
Bank of the West
Monterey Park,
California
|
–
|
-$342K
|
-3,385
|
Closed
|
|
|
122
|
Raymond James Trust
St. Petersburg,
Florida
|
–
|
-$249K
|
-2,469
|
Closed
|
|
|
123
|
Fiduciary Trust
Boston,
Massachusetts
|
–
|
-$248K
|
-2,461
|
Closed
|
|
|
124
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$238K
|
-2,352
|
Closed
|
|
|
125
|
|
–
|
-$218K
|
-2,161
|
Closed
|
|
