|
351
|
Personal CFO Solutions
Chester,
New Jersey
|
$254K
|
+$8.09K
|
+48
|
+3%
|
|
|
352
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$250K
|
–
|
–
|
–
|
|
|
353
|
|
$249K
|
-$269K
|
-1,595
|
-53%
|
|
|
354
|
MAI Capital Management
Independence,
Ohio
|
$248K
|
-$2.7K
|
-16
|
-1%
|
|
|
355
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$247K
|
-$59.3K
|
-352
|
-20%
|
|
|
356
|
Ballentine Partners
Waltham,
Massachusetts
|
$247K
|
+$235K
|
+1,395
|
New
|
|
|
357
|
Fidelis Capital Partners
Tampa,
Florida
|
$246K
|
–
|
–
|
–
|
|
|
358
|
Calamos Wealth Management
Naperville,
Illinois
|
$241K
|
–
|
–
|
–
|
|
|
359
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$240K
|
-$1.35K
|
-8
|
-0.6%
|
|
|
360
|
|
$239K
|
+$107K
|
+635
|
+89%
|
|
|
361
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$229K
|
–
|
–
|
–
|
|
|
362
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$229K
|
-$12.6K
|
-75
|
-5%
|
|
|
363
|
PFG Advisors
Phoenix,
Arizona
|
$227K
|
+$217K
|
+1,285
|
New
|
|
|
364
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$224K
|
-$27.8K
|
-165
|
-12%
|
|
|
365
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$223K
|
-$2.36K
|
-14
|
-1%
|
|
|
366
|
Powell Investment Advisors
Miami,
Florida
|
$219K
|
–
|
–
|
–
|
|
|
367
|
Montag & Associates
Atlanta,
Georgia
|
$219K
|
–
|
–
|
–
|
|
|
368
|
Endurance Wealth Management
Providence,
Rhode Island
|
$219K
|
–
|
–
|
–
|
|
|
369
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$216K
|
–
|
–
|
–
|
|
|
370
|
Tocqueville Asset Management
New York
|
$216K
|
+$206K
|
+1,220
|
New
|
|
|
371
|
Anchor Investment Management
Columbia,
South Carolina
|
$216K
|
-$78.9K
|
-468
|
-28%
|
|
|
372
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$215K
|
-$20.1K
|
-119
|
-9%
|
|
|
373
|
Essex LLC
Deer Park,
Illinois
|
$212K
|
+$202K
|
+1,200
|
New
|
|
|
374
|
Advisor Partners II
Walnut Creek,
California
|
$211K
|
+$201K
|
+1,195
|
New
|
|
|
375
|
TrinityPoint Wealth
Milford,
Connecticut
|
$211K
|
–
|
–
|
–
|
|
