|
101
|
Huntington Steele
Oaks,
Pennsylvania
|
$251K
|
–
|
–
|
–
|
|
|
102
|
Argent Trust Company
Ruston,
Louisiana
|
$249K
|
+$243K
|
+4,000
|
New
|
|
|
103
|
SII Investments
Appleton,
Wisconsin
|
$232K
|
+$226K
|
+3,718
|
New
|
|
|
104
|
Zhang Financial
Portage,
Michigan
|
$228K
|
–
|
–
|
–
|
|
|
105
|
Barrett Asset Management
New York
|
$224K
|
-$158K
|
-2,600
|
-42%
|
|
|
106
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$217K
|
–
|
–
|
–
|
|
|
107
|
Callan Capital
La Jolla,
California
|
$216K
|
+$211K
|
+3,478
|
New
|
|
|
108
|
|
$214K
|
-$8.11M
|
-133,574
|
-97%
|
|
|
109
|
EP Wealth Advisors
Torrance,
California
|
$214K
|
-$63.5K
|
-1,046
|
-23%
|
|
|
110
|
SOL Capital Management
Rockville,
Maryland
|
$210K
|
+$205K
|
+3,367
|
New
|
|
|
111
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$205K
|
+$34.1K
|
+561
|
+20%
|
|
|
112
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$196K
|
+$27.3K
|
+450
|
+17%
|
|
|
113
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$195K
|
–
|
–
|
–
|
|
|
114
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$195K
|
+$191K
|
+3,138
|
New
|
|
|
115
|
TD Capital Management
Memphis,
Tennessee
|
$182K
|
-$2.98K
|
-49
|
-2%
|
|
|
116
|
QS Legg Mason Global Asset Allocation
New York
|
$159K
|
+$1.82K
|
+30
|
+1%
|
|
|
117
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$120K
|
–
|
–
|
–
|
|
|
118
|
Washington Trust Bank
Spokane,
Washington
|
$119K
|
-$14K
|
-230
|
-11%
|
|
|
119
|
Managed Account Advisors
Jersey City,
New Jersey
|
$105K
|
-$10K
|
-165
|
-9%
|
|
|
120
|
New England Securities
New York
|
$99K
|
+$45.9K
|
+755
|
+90%
|
|
|
121
|
Private Trust Company
Cleveland,
Ohio
|
$81K
|
+$16.8K
|
+276
|
+27%
|
|
|
122
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$77K
|
–
|
–
|
–
|
|
|
123
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$65K
|
+$6.08K
|
+100
|
+11%
|
|
|
124
|
Tortoise Investment Management
White Plains,
New York
|
$64K
|
–
|
–
|
–
|
|
|
125
|
MSI Financial Services
Springfield,
Massachusetts
|
$58K
|
+$6.14K
|
+101
|
+12%
|
|
