|
226
|
SII Investments
Appleton,
Wisconsin
|
$755K
|
-$29.5K
|
-250
|
-4%
|
|
|
227
|
Pacific Financial Group
Bellevue,
Washington
|
$744K
|
–
|
–
|
–
|
|
|
228
|
Fort Point Capital Partners
San Francisco,
California
|
$743K
|
+$15.3K
|
+130
|
+2%
|
|
|
229
|
National Penn Investors Trust
Wyomissing,
Pennsylvania
|
$740K
|
+$46.3K
|
+393
|
+7%
|
|
|
230
|
City National Bank
Beverly Hills,
Delaware
|
$735K
|
-$98.8K
|
-838
|
-12%
|
|
|
231
|
Planning Alternatives
Birmingham,
Michigan
|
$722K
|
-$34.4K
|
-292
|
-4%
|
|
|
232
|
Coastline Trust
Providence,
Rhode Island
|
$709K
|
-$21.8K
|
-185
|
-3%
|
|
|
233
|
SCS Capital Management
Boston,
Massachusetts
|
$703K
|
-$110K
|
-929
|
-13%
|
|
|
234
|
Montecito Bank & Trust
Santa Barbara,
California
|
$701K
|
–
|
–
|
–
|
|
|
235
|
Welch & Forbes
Boston,
Massachusetts
|
$696K
|
–
|
–
|
–
|
|
|
236
|
Eaton Vance Management
Boston,
Massachusetts
|
$684K
|
+$3.18K
|
+27
|
+0.5%
|
|
|
237
|
First National Trust
Hermitage,
Pennsylvania
|
$678K
|
+$198K
|
+1,675
|
+40%
|
|
|
238
|
Nuveen
Charlotte,
North Carolina
|
$653K
|
+$171K
|
+1,449
|
+35%
|
|
|
239
|
Hilltop Holdings
Dallas,
Texas
|
$637K
|
-$45.4K
|
-385
|
-7%
|
|
|
240
|
|
$637K
|
–
|
–
|
–
|
|
|
241
|
Scotia Capital
Toronto,
Ontario, Canada
|
$632K
|
+$57.2K
|
+485
|
+10%
|
|
|
242
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$630K
|
–
|
–
|
–
|
|
|
243
|
Klingman & Associates
New York
|
$619K
|
+$629K
|
+5,335
|
New
|
|
|
244
|
Vision Capital Management
Portland,
Oregon
|
$608K
|
-$11.8K
|
-100
|
-2%
|
|
|
245
|
Geode Capital Management
Boston,
Massachusetts
|
$600K
|
–
|
–
|
–
|
|
|
246
|
Intersect Capital
San Ramon,
California
|
$596K
|
-$5.9K
|
-50
|
-1%
|
|
|
247
|
CIBC Bank USA
Chicago,
Illinois
|
$594K
|
-$9.2K
|
-78
|
-2%
|
|
|
248
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$585K
|
-$943
|
-8
|
-0.2%
|
|
|
249
|
Leavell Investment Management
Mobile,
Alabama
|
$580K
|
–
|
–
|
–
|
|
|
250
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$569K
|
-$63K
|
-534
|
-10%
|
|
