|
401
|
Windham Capital Management
Boston,
Massachusetts
|
$236K
|
–
|
–
|
–
|
|
|
402
|
|
$225K
|
+$227K
|
+2,792
|
New
|
|
|
403
|
Shamrock Asset Management
Dallas,
Texas
|
$223K
|
–
|
–
|
–
|
|
|
404
|
Fidelity International
Hamilton,
Bermuda
|
$217K
|
+$219K
|
+2,691
|
New
|
|
|
405
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$216K
|
+$218K
|
+2,673
|
New
|
|
|
406
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$214K
|
+$10.3K
|
+127
|
+5%
|
|
|
407
|
Bison Wealth
Atlanta,
Georgia
|
$212K
|
+$214K
|
+2,629
|
New
|
|
|
408
|
EP Wealth Advisors
Torrance,
California
|
$211K
|
-$22.7K
|
-279
|
-10%
|
|
|
409
|
|
$211K
|
+$213K
|
+2,616
|
New
|
|
|
410
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$207K
|
–
|
–
|
–
|
|
|
411
|
Atherton Lane Advisers
Menlo Park,
California
|
$206K
|
–
|
–
|
–
|
|
|
412
|
|
$194K
|
–
|
–
|
–
|
|
|
413
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$186K
|
–
|
–
|
–
|
|
|
414
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$186K
|
+$187K
|
+2,300
|
New
|
|
|
415
|
SignatureFD
Atlanta,
Georgia
|
$168K
|
-$11.4K
|
-140
|
-6%
|
|
|
416
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$162K
|
-$446K
|
-5,479
|
-73%
|
|
|
417
|
SRH Advisors
Salina,
Kansas
|
$153K
|
–
|
–
|
–
|
|
|
418
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$128K
|
–
|
–
|
–
|
|
|
419
|
Huntington National Bank
Columbus,
Ohio
|
$117K
|
–
|
–
|
–
|
|
|
420
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$115K
|
–
|
–
|
–
|
|
|
421
|
Allworth Financial
Folsom,
California
|
$115K
|
+$8.14K
|
+100
|
+8%
|
|
|
422
|
SG Americas Securities
New York
|
$113K
|
+$114K
|
+1,400
|
New
|
|
|
423
|
WealthPLAN Partners
Omaha,
Nebraska
|
$101K
|
+$102K
|
+1,250
|
New
|
|
|
424
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$100K
|
–
|
–
|
–
|
|
|
425
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$94K
|
–
|
–
|
–
|
|
