|
201
|
Coastline Trust
Providence,
Rhode Island
|
$265K
|
–
|
–
|
–
|
|
|
202
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$261K
|
–
|
–
|
–
|
|
|
203
|
Krilogy Financial
St. Louis,
Missouri
|
$254K
|
+$18.8K
|
+149
|
+8%
|
|
|
204
|
Lyons Wealth Management
Winter Park,
Florida
|
$246K
|
+$35.1K
|
+279
|
+17%
|
|
|
205
|
Brinker Capital
Berwyn,
Pennsylvania
|
$245K
|
+$1.01K
|
+8
|
+0.4%
|
|
|
206
|
IFC Holdings
Tampa,
Florida
|
$239K
|
+$11.3K
|
+90
|
+5%
|
|
|
207
|
Tarbox Family Office
Newport Beach,
California
|
$231K
|
+$229K
|
+1,815
|
New
|
|
|
208
|
Highland Private Wealth Management
Bellevue,
Washington
|
$227K
|
+$224K
|
+1,782
|
New
|
|
|
209
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$227K
|
+$224K
|
+1,783
|
New
|
|
|
210
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$225K
|
–
|
–
|
–
|
|
|
211
|
Montecito Bank & Trust
Santa Barbara,
California
|
$224K
|
–
|
–
|
–
|
|
|
212
|
Shamrock Asset Management
Dallas,
Texas
|
$223K
|
+$221K
|
+1,754
|
New
|
|
|
213
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$222K
|
+$11.8K
|
+94
|
+6%
|
|
|
214
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$221K
|
+$49.6K
|
+394
|
+29%
|
|
|
215
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$215K
|
–
|
–
|
–
|
|
|
216
|
BlackRock Japan
Tokyo,
Japan
|
$213K
|
–
|
–
|
–
|
|
|
217
|
Clean Yield Group
Norwich,
Vermont
|
$209K
|
+$206K
|
+1,639
|
New
|
|
|
218
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$208K
|
-$16.6K
|
-132
|
-7%
|
|
|
219
|
Archford Capital Strategies
Swansea,
Illinois
|
$206K
|
-$9.69K
|
-77
|
-5%
|
|
|
220
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$205K
|
–
|
–
|
–
|
|
|
221
|
Gofen & Glossberg
Chicago,
Illinois
|
$204K
|
–
|
–
|
–
|
|
|
222
|
Members Trust
Tampa,
Florida
|
$201K
|
+$199K
|
+1,580
|
New
|
|
|
223
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$195K
|
-$33.9K
|
-269
|
-15%
|
|
|
224
|
WhitTier Trust Company
Reno,
Nevada
|
$187K
|
–
|
–
|
–
|
|
|
225
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$175K
|
+$133K
|
+1,060
|
+334%
|
|
