|
126
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$349K
|
–
|
–
|
–
|
|
|
127
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$344K
|
-$55.3K
|
-885
|
-14%
|
|
|
128
|
Raymond James & Associates
St Petersburg,
Florida
|
$344K
|
+$135K
|
+2,170
|
+66%
|
|
|
129
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$336K
|
+$334K
|
+5,350
|
New
|
|
|
130
|
Independent Financial Group
San Diego,
California
|
$334K
|
-$1.69K
|
-27
|
-0.5%
|
|
|
131
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$332K
|
–
|
–
|
–
|
|
|
132
|
Lido Advisors
Los Angeles,
California
|
$325K
|
+$324K
|
+5,184
|
New
|
|
|
133
|
HBW Advisory Services
Simi Valley,
California
|
$324K
|
+$26K
|
+417
|
+9%
|
|
|
134
|
Caprin Asset Management
Henrico,
Virginia
|
$313K
|
-$55.9K
|
-895
|
-15%
|
|
|
135
|
One Wealth Advisors
San Francisco,
California
|
$313K
|
–
|
–
|
–
|
|
|
136
|
Mattern Capital Management
Lakewood,
Colorado
|
$306K
|
–
|
–
|
–
|
|
|
137
|
Calton & Associates
Tampa,
Florida
|
$303K
|
+$15.7K
|
+252
|
+6%
|
|
|
138
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$295K
|
–
|
–
|
–
|
|
|
139
|
Sonata Capital Group
Seattle,
Washington
|
$291K
|
–
|
–
|
–
|
|
|
140
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$289K
|
–
|
–
|
–
|
|
|
141
|
Grove Bank & Trust
Miami,
Florida
|
$252K
|
+$250K
|
+4,004
|
New
|
|
|
142
|
Mission Creek Capital Partners
San Francisco,
California
|
$251K
|
–
|
–
|
–
|
|
|
143
|
Bank of New York Mellon
New York
|
$247K
|
–
|
–
|
–
|
|
|
144
|
Arete Wealth Advisors
Chicago,
Illinois
|
$232K
|
-$1.12K
|
-18
|
-0.5%
|
|
|
145
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$232K
|
-$1.12K
|
-18
|
-0.5%
|
|
|
146
|
20/20 Capital Management
Costa Mesa,
California
|
$230K
|
–
|
–
|
–
|
|
|
147
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$228K
|
+$1.31K
|
+21
|
+0.6%
|
|
|
148
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$216K
|
+$215K
|
+3,439
|
New
|
|
|
149
|
Park Avenue Securities
New York
|
$208K
|
–
|
–
|
–
|
|
|
150
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$206K
|
-$19.9K
|
-319
|
-9%
|
|
