|
476
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$40K
|
–
|
–
|
–
|
|
|
477
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$38K
|
+$11.5K
|
+255
|
+45%
|
|
|
478
|
AllSquare Wealth Management
Albany,
New York
|
$35K
|
-$2.48K
|
-55
|
-7%
|
|
|
479
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$34K
|
–
|
–
|
–
|
|
|
480
|
CKW Financial Group
Honolulu,
Hawaii
|
$34K
|
+$10.4K
|
+230
|
+45%
|
|
|
481
|
Nelson Capital Management
Menlo Park,
California
|
$33K
|
+$32.2K
|
+715
|
New
|
|
|
482
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$32K
|
–
|
–
|
–
|
|
|
483
|
Shamrock Asset Management
Dallas,
Texas
|
$32K
|
+$30.9K
|
+685
|
New
|
|
|
484
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$29.6K
|
+$22.5K
|
+500
|
+370%
|
|
|
485
|
Intersect Capital
San Ramon,
California
|
$29K
|
–
|
–
|
–
|
|
|
486
|
Stanford Investment Group
Mountain View,
California
|
$29K
|
–
|
–
|
–
|
|
|
487
|
High Point Bank & Trust
High Point,
North Carolina
|
$28K
|
–
|
–
|
–
|
|
|
488
|
Gemmer Asset Management
Walnut Creek,
California
|
$26K
|
–
|
–
|
–
|
|
|
489
|
Monroe Bank & Trust
Monroe,
Michigan
|
$23K
|
–
|
–
|
–
|
|
|
490
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$23K
|
+$11.3K
|
+250
|
+100%
|
|
|
491
|
Parsons Capital Management
Providence,
Rhode Island
|
$23K
|
+$22.5K
|
+500
|
New
|
|
|
492
|
Spirit of America Management Corp
Syosset,
New York
|
$23K
|
+$22.5K
|
+500
|
New
|
|
|
493
|
US Financial Advisors
Braintree,
Massachusetts
|
$22K
|
–
|
–
|
–
|
|
|
494
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
495
|
Zions Bancorporation
Salt Lake City,
Utah
|
$21K
|
+$20.7K
|
+460
|
New
|
|
|
496
|
Gupta Wealth Management
San Diego,
California
|
$18K
|
+$17.4K
|
+385
|
New
|
|
|
497
|
Glassman Wealth Services
Vienna,
Virginia
|
$17K
|
–
|
–
|
–
|
|
|
498
|
Tarbox Family Office
Newport Beach,
California
|
$16K
|
–
|
–
|
–
|
|
|
499
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$16K
|
+$3.61K
|
+80
|
+31%
|
|
|
500
|
Next Financial Group
Houston,
Texas
|
$15K
|
–
|
–
|
–
|
|
