|
401
|
SPC Financial Inc
Rockville,
Maryland
|
$251K
|
–
|
–
|
–
|
|
|
402
|
ProVise Management Group
Clearwater,
Florida
|
$251K
|
+$5.72K
|
+132
|
+2%
|
|
|
403
|
LifePlan Financial Group
Dayton,
Ohio
|
$251K
|
+$14.6K
|
+336
|
+6%
|
|
|
404
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$250K
|
+$249K
|
+5,748
|
New
|
|
|
405
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$240K
|
–
|
–
|
–
|
|
|
406
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$239K
|
-$308K
|
-7,100
|
-56%
|
|
|
407
|
Bollard Group
Boston,
Massachusetts
|
$237K
|
+$147K
|
+3,392
|
+167%
|
|
|
408
|
Mutual of America Capital Management
New York
|
$235K
|
-$294K
|
-6,788
|
-56%
|
|
|
409
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$235K
|
-$7.8K
|
-180
|
-3%
|
|
|
410
|
RGT Wealth Advisors
Dallas,
Texas
|
$234K
|
+$234K
|
+5,388
|
New
|
|
|
411
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$233K
|
–
|
–
|
–
|
|
|
412
|
Snowden Capital Advisors
New York
|
$233K
|
+$7.63K
|
+176
|
+3%
|
|
|
413
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$231K
|
-$6.94K
|
-160
|
-3%
|
|
|
414
|
Northeast Investment Management
Boston,
Massachusetts
|
$230K
|
-$9.88K
|
-228
|
-4%
|
|
|
415
|
Brown Brothers Harriman & Co
New York
|
$230K
|
+$90.5K
|
+2,088
|
+65%
|
|
|
416
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$228K
|
–
|
–
|
–
|
|
|
417
|
GW & Wade
Wellesley,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
418
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$223K
|
+$222K
|
+5,116
|
New
|
|
|
419
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
420
|
Cassaday & Co
Mclean,
Virginia
|
$213K
|
+$341K
|
+7,856
|
+67%
|
|
|
421
|
EFG Asset Management (Americas)
Miami,
Florida
|
$211K
|
-$29.6K
|
-684
|
-12%
|
|
|
422
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$211K
|
+$98.1K
|
+2,264
|
+88%
|
|
|
423
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$203K
|
+$202K
|
+4,668
|
New
|
|
|
424
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$192K
|
-$57.2K
|
-1,320
|
-23%
|
|
|
425
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$192K
|
–
|
–
|
–
|
|
