|
501
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$65K
|
–
|
–
|
–
|
|
|
502
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$63K
|
–
|
–
|
–
|
|
|
503
|
Gupta Wealth Management
San Diego,
California
|
$63K
|
+$61.5K
|
+1,500
|
New
|
|
|
504
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$60K
|
–
|
–
|
–
|
|
|
505
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$57K
|
–
|
–
|
–
|
|
|
506
|
Shinko Asset Management Company
Tokyo,
Japan
|
$56K
|
-$6.15K
|
-150
|
-10%
|
|
|
507
|
Crosspoint Capital Strategies
Orinda,
California
|
$52K
|
-$120K
|
-2,921
|
-70%
|
|
|
508
|
Tompkins Financial
Ithaca,
New York
|
$51K
|
–
|
–
|
–
|
|
|
509
|
SignatureFD
Atlanta,
Georgia
|
$48K
|
-$2.54K
|
-62
|
-5%
|
|
|
510
|
Bartlett & Co
Cincinnati,
Ohio
|
$46K
|
+$32.8K
|
+800
|
+267%
|
|
|
511
|
West Oak Capital
Westlake Village,
California
|
$44.7K
|
–
|
–
|
–
|
|
|
512
|
Thompson Davis & Co
Richmond,
Virginia
|
$42K
|
-$15.3K
|
-373
|
-27%
|
|
|
513
|
Advisory Services Network
Atlanta,
Georgia
|
$42K
|
–
|
–
|
–
|
|
|
514
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$41K
|
+$39.8K
|
+970
|
New
|
|
|
515
|
Balentine LLC
Atlanta,
Georgia
|
$41K
|
+$39.9K
|
+973
|
New
|
|
|
516
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$37.2K
|
–
|
–
|
–
|
|
|
517
|
Clean Yield Group
Norwich,
Vermont
|
$36K
|
+$34.8K
|
+850
|
New
|
|
|
518
|
Hudock Inc
Williamsport,
Pennsylvania
|
$35K
|
–
|
–
|
–
|
|
|
519
|
Estabrook Capital Management
New York
|
$29.3K
|
–
|
–
|
–
|
|
|
520
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$28K
|
–
|
–
|
–
|
|
|
521
|
Whittier Trust
South Pasadena,
California
|
$27K
|
+$26.6K
|
+650
|
New
|
|
|
522
|
ClearBridge Investments
New York
|
$26K
|
-$23.7K
|
-578
|
-48%
|
|
|
523
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$23K
|
–
|
–
|
–
|
|
|
524
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$23K
|
+$11.1K
|
+272
|
+100%
|
|
|
525
|
Capital Guardian Trust
Los Angeles,
California
|
$22K
|
+$21.8K
|
+531
|
New
|
|
