|
201
|
|
$45K
|
–
|
–
|
–
|
|
|
202
|
Barrett Asset Management
New York
|
$44K
|
–
|
–
|
–
|
|
|
203
|
Nelson Capital Management
Menlo Park,
California
|
$42K
|
–
|
–
|
–
|
|
|
204
|
Parallel Advisors
San Francisco,
California
|
$40K
|
+$11.1K
|
+315
|
+38%
|
|
|
205
|
Gryphon Financial Partners
Columbus,
Ohio
|
$39K
|
–
|
–
|
–
|
|
|
206
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$37K
|
-$517K
|
-14,655
|
-93%
|
|
|
207
|
TCI Wealth Advisors
Tucson,
Arizona
|
$33K
|
-$33.1K
|
-940
|
Closed
|
|
|
208
|
Creative Financial Designs
Kokomo,
Indiana
|
$33K
|
-$17.8K
|
-505
|
-35%
|
|
|
209
|
Whittier Trust
South Pasadena,
California
|
$32K
|
–
|
–
|
–
|
|
|
210
|
First Horizon Advisors
Memphis,
Tennessee
|
$31K
|
+$21.9K
|
+620
|
+248%
|
|
|
211
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$29K
|
–
|
–
|
–
|
|
|
212
|
Sawyer & Company
Boston,
Massachusetts
|
$28K
|
–
|
–
|
–
|
|
|
213
|
Ballew Advisors
Jackson,
Mississippi
|
$25K
|
–
|
–
|
–
|
|
|
214
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
215
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$23K
|
–
|
–
|
–
|
|
|
216
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$23K
|
–
|
–
|
–
|
|
|
217
|
RBC Europe
London,
United Kingdom
|
$21.4K
|
–
|
–
|
–
|
|
|
218
|
|
$19.6K
|
–
|
–
|
–
|
|
|
219
|
Regions Financial Corp
Birmingham,
Alabama
|
$18K
|
+$17.6K
|
+500
|
New
|
|
|
220
|
Private Capital Group
West Hartford,
Connecticut
|
$17K
|
–
|
–
|
–
|
|
|
221
|
Howe & Rusling
Rochester,
New York
|
$16K
|
–
|
–
|
–
|
|
|
222
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$13K
|
–
|
–
|
–
|
|
|
223
|
Patten Group
Chattanooga,
Tennessee
|
$13K
|
–
|
–
|
–
|
|
|
224
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$13K
|
+$13.2K
|
+375
|
New
|
|
|
225
|
Northwest Wealth Management
Spencer,
Iowa
|
$11K
|
–
|
–
|
–
|
|
