|
1301
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$127K
|
-$18.7K
|
-130
|
-13%
|
|
|
1302
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$127K
|
-$73.5K
|
-510
|
-37%
|
|
|
1303
|
Private Ocean
San Rafael,
California
|
$126K
|
–
|
–
|
–
|
|
|
1304
|
AllSquare Wealth Management
Albany,
New York
|
$122K
|
-$144
|
-1
|
-0.1%
|
|
|
1305
|
Saturna Capital
Bellingham,
Washington
|
$120K
|
-$685K
|
-4,755
|
-85%
|
|
|
1306
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$120K
|
+$3.89K
|
+27
|
+3%
|
|
|
1307
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$119K
|
+$118K
|
+820
|
New
|
|
|
1308
|
Estabrook Capital Management
New York
|
$116K
|
–
|
–
|
–
|
|
|
1309
|
Vigilant Capital Management
Portland,
Maine
|
$112K
|
-$8.5K
|
-59
|
-7%
|
|
|
1310
|
Nelson Capital Management
Menlo Park,
California
|
$110K
|
-$30.5K
|
-212
|
-22%
|
|
|
1311
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$109K
|
-$1.15K
|
-8
|
-1%
|
|
|
1312
|
Crosspoint Capital Strategies
Orinda,
California
|
$107K
|
+$83.8K
|
+582
|
+280%
|
|
|
1313
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$105K
|
+$22.8K
|
+158
|
+28%
|
|
|
1314
|
Buffington Mohr McNeal
Boise,
Idaho
|
$101K
|
+$101K
|
+700
|
New
|
|
|
1315
|
WESPAC Advisors SoCal
Pasadena,
California
|
$101K
|
+$101K
|
+700
|
New
|
|
|
1316
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$101K
|
+$101K
|
+701
|
New
|
|
|
1317
|
Orinda Asset Management
Lafayette,
California
|
$98K
|
+$97.6K
|
+678
|
New
|
|
|
1318
|
MV Capital Management
Bethesda,
Maryland
|
$97K
|
–
|
–
|
–
|
|
|
1319
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$93K
|
-$7.49K
|
-52
|
-7%
|
|
|
1320
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$91K
|
–
|
–
|
–
|
|
|
1321
|
Delta Asset Management
Memphis,
Tennessee
|
$90K
|
+$5.76K
|
+40
|
+7%
|
|
|
1322
|
Lenox Wealth Advisors
New York
|
$84K
|
-$4.32K
|
-30
|
-5%
|
|
|
1323
|
Gemmer Asset Management
Walnut Creek,
California
|
$84K
|
+$7.63K
|
+53
|
+10%
|
|
|
1324
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$81K
|
–
|
–
|
–
|
|
|
1325
|
Gradient Investments
Arden Hills,
Minnesota
|
$79K
|
-$144
|
-1
|
-0.2%
|
|
