|
201
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$250K
|
+$253K
|
+2,040
|
New
|
|
|
202
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$248K
|
+$48.4K
|
+390
|
+24%
|
|
|
203
|
|
$238K
|
+$241K
|
+1,941
|
New
|
|
|
204
|
BB&T Investment Services
Charlotte,
North Carolina
|
$236K
|
+$240K
|
+1,932
|
New
|
|
|
205
|
Tarbox Family Office
Newport Beach,
California
|
$225K
|
+$2.36K
|
+19
|
+1%
|
|
|
206
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$215K
|
-$45.8K
|
-369
|
-17%
|
|
|
207
|
Montecito Bank & Trust
Santa Barbara,
California
|
$215K
|
+$218K
|
+1,759
|
New
|
|
|
208
|
SII Investments
Appleton,
Wisconsin
|
$215K
|
+$218K
|
+1,759
|
New
|
|
|
209
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$213K
|
-$68.7K
|
-554
|
-24%
|
|
|
210
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$206K
|
–
|
–
|
–
|
|
|
211
|
Clean Yield Group
Norwich,
Vermont
|
$201K
|
–
|
–
|
–
|
|
|
212
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$187K
|
+$190K
|
+1,536
|
New
|
|
|
213
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$182K
|
-$1.61K
|
-13
|
-0.9%
|
|
|
214
|
BlackRock Japan
Tokyo,
Japan
|
$173K
|
-$32.2K
|
-260
|
-16%
|
|
|
215
|
Creative Planning
Overland Park,
Kansas
|
$172K
|
-$89.2K
|
-719
|
-34%
|
|
|
216
|
Archford Capital Strategies
Swansea,
Illinois
|
$165K
|
-$10.9K
|
-88
|
-6%
|
|
|
217
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$158K
|
–
|
–
|
–
|
|
|
218
|
Geneos Wealth Management
Englewood,
Colorado
|
$144K
|
+$33.2K
|
+268
|
+29%
|
|
|
219
|
BNP Paribas Financial Markets
Paris,
France
|
$138K
|
+$13.1K
|
+106
|
+10%
|
|
|
220
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$132K
|
–
|
–
|
–
|
|
|
221
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$118K
|
–
|
–
|
–
|
|
|
222
|
Shamrock Asset Management
Dallas,
Texas
|
$113K
|
–
|
–
|
–
|
|
|
223
|
Perkins Coie Trust Company
Seattle,
Washington
|
$106K
|
+$107K
|
+864
|
New
|
|
|
224
|
ClearBridge Investments
New York
|
$78K
|
-$124
|
-1
|
-0.2%
|
|
|
225
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$67K
|
-$2.32M
|
-18,701
|
-97%
|
|
