|
126
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$351K
|
–
|
–
|
–
|
|
|
127
|
Parker Investment Management
Menlo Park,
California
|
$341K
|
+$326K
|
+8,330
|
New
|
|
|
128
|
Sequoia Financial Advisors
Akron,
Ohio
|
$339K
|
–
|
–
|
–
|
|
|
129
|
Sunbelt Securities
Houston,
Texas
|
$332K
|
+$978
|
+25
|
+0.3%
|
|
|
130
|
Holderness Investments Company
Greensboro,
North Carolina
|
$326K
|
+$29.4K
|
+750
|
+10%
|
|
|
131
|
Bessemer Group
Woodbridge,
New Jersey
|
$324K
|
+$25.4K
|
+650
|
+9%
|
|
|
132
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$309K
|
-$96.7K
|
-2,470
|
-25%
|
|
|
133
|
HL Financial Services
Louisville,
Kentucky
|
$302K
|
+$288K
|
+7,355
|
New
|
|
|
134
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$297K
|
–
|
–
|
–
|
|
|
135
|
KCM Investment Advisors
Greenbrae,
California
|
$288K
|
+$275K
|
+7,030
|
New
|
|
|
136
|
M&T Bank
Buffalo,
New York
|
$285K
|
-$32.5K
|
-830
|
-11%
|
|
|
137
|
FDx Advisors
Chicago,
Illinois
|
$280K
|
+$267K
|
+6,825
|
New
|
|
|
138
|
Catamount Wealth Management
Westport,
Connecticut
|
$265K
|
+$248K
|
+6,325
|
+4,217%
|
|
|
139
|
IFP Advisors
Tampa,
Florida
|
$257K
|
–
|
–
|
–
|
|
|
140
|
Freedom Investment Management
Hartford,
Connecticut
|
$243K
|
-$27.4K
|
-700
|
-10%
|
|
|
141
|
Bank of New York Mellon
New York
|
$233K
|
+$223K
|
+5,695
|
New
|
|
|
142
|
WealthSource Partners
San Luis Obispo,
California
|
$232K
|
+$222K
|
+5,665
|
New
|
|
|
143
|
CIBC World Market
Toronto,
Ontario, Canada
|
$228K
|
-$32.3K
|
-825
|
-13%
|
|
|
144
|
WealthPLAN Partners
Omaha,
Nebraska
|
$208K
|
+$1.76K
|
+45
|
+0.7%
|
|
|
145
|
Homrich & Berg
Atlanta,
Georgia
|
$205K
|
+$196K
|
+5,000
|
New
|
|
|
146
|
Torch Wealth Management
Cincinnati,
Ohio
|
$205K
|
+$196K
|
+5,000
|
New
|
|
|
147
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$202K
|
+$193K
|
+4,920
|
New
|
|
|
148
|
Valeo Financial Advisors
Carmel,
Indiana
|
$201K
|
–
|
–
|
–
|
|
|
149
|
Comerica Securities
Detroit,
Michigan
|
$201K
|
+$192K
|
+4,915
|
New
|
|
|
150
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$168K
|
-$54K
|
-1,380
|
-25%
|
|
