|
201
|
Cantor Fitzgerald Investment Advisors
New York
|
$303K
|
–
|
–
|
–
|
|
|
202
|
Whittier Trust
South Pasadena,
California
|
$303K
|
–
|
–
|
–
|
|
|
203
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$303K
|
+$303K
|
+6,000
|
New
|
|
|
204
|
WealthStone
Columbus,
Ohio
|
$300K
|
-$100K
|
-1,978
|
-25%
|
|
|
205
|
Baker Avenue Asset Management
San Francisco,
California
|
$290K
|
–
|
–
|
–
|
|
|
206
|
Appleton Partners
Boston,
Massachusetts
|
$281K
|
+$12.6K
|
+250
|
+5%
|
|
|
207
|
IFG Advisory
Atlanta,
Georgia
|
$280K
|
-$367K
|
-7,250
|
-57%
|
|
|
208
|
Telemus Capital
Southfield,
Michigan
|
$277K
|
–
|
–
|
–
|
|
|
209
|
|
$258K
|
-$61.6K
|
-1,218
|
-19%
|
|
|
210
|
WealthSource Partners
San Luis Obispo,
California
|
$254K
|
+$254K
|
+5,028
|
New
|
|
|
211
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$252K
|
+$252K
|
+4,989
|
New
|
|
|
212
|
55I LLC
Boston,
Massachusetts
|
$244K
|
+$30.2K
|
+597
|
+14%
|
|
|
213
|
Capital Planning Advisors
Roseville,
California
|
$241K
|
+$241K
|
+4,761
|
New
|
|
|
214
|
First Allied Advisory Services
San Diego,
California
|
$238K
|
-$46.7K
|
-923
|
-16%
|
|
|
215
|
IHT Wealth Management
Chicago,
Illinois
|
$237K
|
-$43.3K
|
-857
|
-15%
|
|
|
216
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$234K
|
-$80.9K
|
-1,600
|
-26%
|
|
|
217
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$234K
|
-$6.88K
|
-136
|
-3%
|
|
|
218
|
Lucia Wealth Services
San Diego,
California
|
$223K
|
–
|
–
|
–
|
|
|
219
|
Naples Global Advisors
Naples,
Florida
|
$220K
|
+$220K
|
+4,350
|
New
|
|
|
220
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$219K
|
+$219K
|
+4,325
|
New
|
|
|
221
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$216K
|
-$1.19M
|
-23,624
|
-85%
|
|
|
222
|
Personal Capital Advisors
Redwood City,
California
|
$213K
|
+$213K
|
+4,212
|
New
|
|
|
223
|
Old North State Trust
Greensboro,
North Carolina
|
$212K
|
-$194K
|
-3,845
|
-48%
|
|
|
224
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$212K
|
+$212K
|
+4,200
|
New
|
|
|
225
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$210K
|
-$5.46K
|
-108
|
-3%
|
|
