|
126
|
Iconiq Capital
San Francisco,
California
|
$268K
|
+$275K
|
+6,220
|
New
|
|
|
127
|
Bank of Kentucky
Crestview Hills,,
Kentucky
|
$262K
|
–
|
–
|
–
|
|
|
128
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$232K
|
+$239K
|
+5,400
|
New
|
|
|
129
|
Fidelity Investments
Boston,
Massachusetts
|
$231K
|
-$81.3K
|
-1,837
|
-26%
|
|
|
130
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$230K
|
–
|
–
|
–
|
|
|
131
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$229K
|
+$235K
|
+5,322
|
New
|
|
|
132
|
Envestnet Asset Management
Chicago,
Illinois
|
$227K
|
+$3.67K
|
+83
|
+2%
|
|
|
133
|
Aviance Capital Partners
Naples,
Florida
|
$214K
|
–
|
–
|
–
|
|
|
134
|
Palladium Partners
Norfolk,
Virginia
|
$212K
|
–
|
–
|
–
|
|
|
135
|
Dreman Value Management
West Palm Beach,
Florida
|
$164K
|
+$169K
|
+3,815
|
New
|
|
|
136
|
Brown Brothers Harriman & Co
New York
|
$152K
|
-$1.55K
|
-35
|
-1%
|
|
|
137
|
Private Ocean
San Rafael,
California
|
$134K
|
+$44
|
+1
|
+0%
|
|
|
138
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$121K
|
–
|
–
|
–
|
|
|
139
|
Lehman Financial Resources
Media,
Pennsylvania
|
$95K
|
–
|
–
|
–
|
|
|
140
|
|
$69K
|
+$70.3K
|
+1,590
|
New
|
|
|
141
|
National Planning Corporation
El Segundo,
California
|
$66.4K
|
+$70.2K
|
+1,587
|
New
|
|
|
142
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$60K
|
+$61.9K
|
+1,400
|
New
|
|
|
143
|
ICC Capital Management
Orlando,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
144
|
Schroder Investment Management Group
London,
United Kingdom
|
$29K
|
+$15.5K
|
+350
|
+108%
|
|
|
145
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$22K
|
–
|
–
|
–
|
|
|
146
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$18K
|
–
|
–
|
–
|
|
|
147
|
WFG Advisors
Dallas,
Texas
|
$15K
|
-$46.9K
|
-1,060
|
-75%
|
|
|
148
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
149
|
Shamrock Asset Management
Dallas,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
150
|
Makena Capital Management
Menlo Park,
California
|
–
|
-$91.5M
|
-1,553,500
|
Closed
|
|
