|
1001
|
Regis Management Company
Menlo Park,
California
|
$353K
|
+$357K
|
+4,376
|
New
|
|
|
1002
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$351K
|
-$32.8K
|
-402
|
-8%
|
|
|
1003
|
Thomaspartners
Boston,
Massachusetts
|
$351K
|
+$1.63K
|
+20
|
+0.5%
|
|
|
1004
|
WealthSource Partners
San Luis Obispo,
California
|
$349K
|
+$353K
|
+4,331
|
New
|
|
|
1005
|
Lido Advisors
Los Angeles,
California
|
$346K
|
-$215K
|
-2,640
|
-38%
|
|
|
1006
|
Lourd Capital
Beverly Hills,
California
|
$346K
|
+$2.04K
|
+25
|
+0.6%
|
|
|
1007
|
Iowa State Bank
Urbandale,
Iowa
|
$346K
|
+$8.15K
|
+100
|
+2%
|
|
|
1008
|
Gilder Gagnon Howe & Co
New York
|
$340K
|
-$48K
|
-589
|
-12%
|
|
|
1009
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$340K
|
–
|
–
|
–
|
|
|
1010
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$339K
|
-$139K
|
-1,700
|
-29%
|
|
|
1011
|
Financial Consulate
Hunt Valley,
Maryland
|
$339K
|
+$82
|
+1
|
+0%
|
|
|
1012
|
Virtu KCG Holdings
New York
|
$337K
|
-$2.2M
|
-26,965
|
-87%
|
|
|
1013
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$335K
|
-$85.1K
|
-1,044
|
-20%
|
|
|
1014
|
Loeb Partners Corp
New York
|
$335K
|
–
|
–
|
–
|
|
|
1015
|
Brown Advisory Securities
Baltimore,
Maryland
|
$335K
|
+$106K
|
+1,300
|
+45%
|
|
|
1016
|
Congress Asset Management
Boston,
Massachusetts
|
$333K
|
+$118K
|
+1,450
|
+54%
|
|
|
1017
|
Advance Capital I
Southfield,
Michigan
|
$331K
|
-$204K
|
-2,500
|
-38%
|
|
|
1018
|
Arthur Zaske & Associates
Bingham Farms,
Michigan
|
$330K
|
+$333K
|
+4,090
|
New
|
|
|
1019
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$328K
|
-$89.7K
|
-1,100
|
-21%
|
|
|
1020
|
Bruderman Asset Management
Locust Valley,
New York
|
$326K
|
–
|
–
|
–
|
|
|
1021
|
WealthPLAN Partners
Omaha,
Nebraska
|
$326K
|
-$84.2K
|
-1,033
|
-20%
|
|
|
1022
|
ACG Wealth
Atlanta,
Georgia
|
$324K
|
-$5.46K
|
-67
|
-2%
|
|
|
1023
|
Harvest Capital Management
Concord,
New Hampshire
|
$324K
|
–
|
–
|
–
|
|
|
1024
|
First Interstate Bank
Billings,
Montana
|
$322K
|
-$2.2K
|
-27
|
-0.7%
|
|
|
1025
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$322K
|
–
|
–
|
–
|
|
