|
501
|
Kanaly Trust
Houston,
Texas
|
$65K
|
–
|
–
|
–
|
|
|
502
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$65K
|
+$60.1K
|
+2,910
|
New
|
|
|
503
|
First City Capital Management
Savannah,
Georgia
|
$62.1K
|
–
|
–
|
–
|
|
|
504
|
SEI Investments
Oaks,
Pennsylvania
|
$59K
|
-$12.1K
|
-586
|
-18%
|
|
|
505
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$56.1K
|
-$3.29M
|
-159,390
|
-6%
|
|
|
506
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$53K
|
-$2.6K
|
-126
|
-5%
|
|
|
507
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$53K
|
+$49.6K
|
+2,400
|
New
|
|
|
508
|
Lenox Wealth Advisors
New York
|
$52K
|
+$48.1K
|
+2,330
|
New
|
|
|
509
|
BlackRock Investment Management
Wilmington,
Delaware
|
$49K
|
-$2.73K
|
-132
|
-6%
|
|
|
510
|
Formidable Asset Management
Cincinnati,
Ohio
|
$45K
|
-$24.2K
|
-1,172
|
-36%
|
|
|
511
|
James Investment Research
Alpha,
Ohio
|
$44K
|
–
|
–
|
–
|
|
|
512
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$44K
|
–
|
–
|
–
|
|
|
513
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$43K
|
–
|
–
|
–
|
|
|
514
|
Stanford Investment Group
Mountain View,
California
|
$43K
|
–
|
–
|
–
|
|
|
515
|
Barrett Asset Management
New York
|
$42K
|
–
|
–
|
–
|
|
|
516
|
Howe & Rusling
Rochester,
New York
|
$41K
|
+$11.7K
|
+564
|
+44%
|
|
|
517
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$40K
|
–
|
–
|
–
|
|
|
518
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$40K
|
–
|
–
|
–
|
|
|
519
|
Macroview Investment Management
Bethesda,
Maryland
|
$37K
|
-$13.4K
|
-650
|
-28%
|
|
|
520
|
WESPAC Advisors SoCal
Pasadena,
California
|
$35.5K
|
–
|
–
|
–
|
|
|
521
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$35K
|
-$17.1K
|
-830
|
-34%
|
|
|
522
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$35K
|
–
|
–
|
–
|
|
|
523
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$35K
|
–
|
–
|
–
|
|
|
524
|
Gradient Investments
Arden Hills,
Minnesota
|
$35K
|
+$7.81K
|
+378
|
+31%
|
|
|
525
|
Sonora Investment Management
Tucson,
Arizona
|
$34.8K
|
–
|
–
|
–
|
|
