|
1201
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$290K
|
–
|
–
|
–
|
|
|
1202
|
|
$290K
|
+$313K
|
+2,775
|
New
|
|
|
1203
|
Wimmer Associates 1
Pasadena,
California
|
$289K
|
-$128K
|
-1,136
|
-29%
|
|
|
1204
|
Weatherly Asset Management
Del Mar,
California
|
$285K
|
+$16.9K
|
+150
|
+6%
|
|
|
1205
|
Copperwynd Financial
Scottsdale,
Arizona
|
$284K
|
+$307K
|
+2,721
|
New
|
|
|
1206
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$279K
|
+$50.8K
|
+450
|
+20%
|
|
|
1207
|
Private Capital Group
West Hartford,
Connecticut
|
$279K
|
+$301K
|
+2,672
|
New
|
|
|
1208
|
Zacks Investment Management
Chicago,
Illinois
|
$278K
|
+$70.2K
|
+622
|
+30%
|
|
|
1209
|
First Dallas Securities
Dallas,
Texas
|
$278K
|
+$98.7K
|
+875
|
+49%
|
|
|
1210
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$277K
|
-$70K
|
-620
|
-19%
|
|
|
1211
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$276K
|
+$24.1K
|
+214
|
+9%
|
|
|
1212
|
Corient Capital Partners
Newport Beach,
California
|
$273K
|
-$65.2K
|
-578
|
-18%
|
|
|
1213
|
Clearstead Trust
Portland,
Maine
|
$273K
|
-$50.7K
|
-449
|
-15%
|
|
|
1214
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$273K
|
+$295K
|
+2,612
|
New
|
|
|
1215
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$272K
|
–
|
–
|
–
|
|
|
1216
|
C Partners Holding
Zurich,
Switzerland
|
$271K
|
+$293K
|
+2,599
|
New
|
|
|
1217
|
SteelBridge Private Wealth Advisors
Naples,
Florida
|
$269K
|
-$19.6K
|
-174
|
-6%
|
|
|
1218
|
Summit Trail Advisors
New York
|
$265K
|
+$290K
|
+2,569
|
New
|
|
|
1219
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$264K
|
-$143K
|
-1,265
|
-33%
|
|
|
1220
|
SII Investments
Appleton,
Wisconsin
|
$264K
|
-$90.7K
|
-804
|
-24%
|
|
|
1221
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$264K
|
+$15.9K
|
+141
|
+6%
|
|
|
1222
|
Guardian Life Insurance
New York
|
$264K
|
+$85.1K
|
+754
|
+42%
|
|
|
1223
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$262K
|
-$598K
|
-5,300
|
-68%
|
|
|
1224
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$262K
|
–
|
–
|
–
|
|
|
1225
|
Wedgewood Investors
Erie,
Pennsylvania
|
$261K
|
–
|
–
|
–
|
|