|
551
|
Evercore Wealth Management
New York
|
$26K
|
–
|
–
|
–
|
|
|
552
|
Security National Trust
Wheeling,
West Virginia
|
$26K
|
–
|
–
|
–
|
|
|
553
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$26K
|
+$23.5K
|
+400
|
New
|
|
|
554
|
Joel Isaacson & Co
New York
|
$20K
|
–
|
–
|
–
|
|
|
555
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
556
|
Zions Bancorporation
Salt Lake City,
Utah
|
$18K
|
–
|
–
|
–
|
|
|
557
|
Next Financial Group
Houston,
Texas
|
$16K
|
-$882
|
-15
|
-6%
|
|
|
558
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$16K
|
+$14.4K
|
+245
|
New
|
|
|
559
|
Shamrock Asset Management
Dallas,
Texas
|
$16K
|
+$14.9K
|
+254
|
New
|
|
|
560
|
Reilly Financial Advisors
La Mesa,
California
|
$13K
|
–
|
–
|
–
|
|
|
561
|
Tortoise Investment Management
White Plains,
New York
|
$13K
|
–
|
–
|
–
|
|
|
562
|
Washington Trust Bank
Spokane,
Washington
|
$13K
|
–
|
–
|
–
|
|
|
563
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$13K
|
–
|
–
|
–
|
|
|
564
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$13K
|
+$11.8K
|
+200
|
New
|
|
|
565
|
ClearBridge Investments
New York
|
$12K
|
-$1.88K
|
-32
|
-15%
|
|
|
566
|
SignatureFD
Atlanta,
Georgia
|
$12K
|
-$59
|
-1
|
-0.5%
|
|
|
567
|
Risk Paradigm Group
Austin,
Texas
|
$11K
|
+$10.2K
|
+173
|
New
|
|
|
568
|
First Quadrant
Glendale,
California
|
$11K
|
+$4.53K
|
+77
|
+85%
|
|
|
569
|
Delta Asset Management
Memphis,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
570
|
Sandy Spring Bank
Olney,
Maryland
|
$10K
|
–
|
–
|
–
|
|
|
571
|
Gemmer Asset Management
Walnut Creek,
California
|
$8K
|
–
|
–
|
–
|
|
|
572
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$8K
|
–
|
–
|
–
|
|
|
573
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$7K
|
-$59
|
-1
|
-1%
|
|
|
574
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$7K
|
–
|
–
|
–
|
|
|
575
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
