|
901
|
|
$231K
|
-$25K
|
-400
|
-10%
|
|
|
902
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
903
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$231K
|
–
|
–
|
–
|
|
|
904
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$230K
|
–
|
–
|
–
|
|
|
905
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$228K
|
–
|
–
|
–
|
|
|
906
|
Weatherly Asset Management
Del Mar,
California
|
$227K
|
–
|
–
|
–
|
|
|
907
|
First Allied Asset Management
San Diego,
California
|
$225K
|
-$72.9K
|
-1,167
|
-24%
|
|
|
908
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$224K
|
–
|
–
|
–
|
|
|
909
|
Callan Capital
La Jolla,
California
|
$223K
|
+$229K
|
+3,665
|
New
|
|
|
910
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$219K
|
-$72.1K
|
-1,155
|
-24%
|
|
|
911
|
NWQ Investment Management Company
Los Angeles,
California
|
$218K
|
+$224K
|
+3,585
|
New
|
|
|
912
|
Middleton & Co
Boston,
Massachusetts
|
$214K
|
-$340K
|
-5,450
|
-61%
|
|
|
913
|
Allen Investment Management
New York
|
$213K
|
-$578K
|
-9,266
|
-73%
|
|
|
914
|
IMS Capital Management
Portland,
Oregon
|
$212K
|
–
|
–
|
–
|
|
|
915
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$211K
|
+$206K
|
+3,295
|
New
|
|
|
916
|
Rand Wealth
Baltimore,
Maryland
|
$208K
|
–
|
–
|
–
|
|
|
917
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$207K
|
+$213K
|
+3,407
|
New
|
|
|
918
|
Northside Capital Management
Hood River,
Oregon
|
$205K
|
+$210K
|
+3,370
|
New
|
|
|
919
|
Agran Libbie
Santa Monica,
California
|
$203K
|
+$208K
|
+3,333
|
New
|
|
|
920
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$190K
|
+$195K
|
+3,127
|
New
|
|
|
921
|
Apriem Advisors
Irvine,
California
|
$186K
|
+$11.5K
|
+184
|
+6%
|
|
|
922
|
Reilly Financial Advisors
La Mesa,
California
|
$183K
|
+$6.37K
|
+102
|
+4%
|
|
|
923
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$167K
|
–
|
–
|
–
|
|
|
924
|
SEI Investments
Oaks,
Pennsylvania
|
$152K
|
+$156K
|
+2,495
|
New
|
|
|
925
|
EFG Asset Management (Americas)
Miami,
Florida
|
$151K
|
+$38.5K
|
+617
|
+33%
|
|
