|
1001
|
Grimes & Company
Westborough,
Massachusetts
|
$227K
|
-$47.7K
|
-520
|
-18%
|
|
|
1002
|
Ballentine Partners
Waltham,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
1003
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$224K
|
+$220K
|
+2,400
|
New
|
|
|
1004
|
|
$224K
|
+$220K
|
+2,400
|
New
|
|
|
1005
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$223K
|
-$28K
|
-305
|
-11%
|
|
|
1006
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$223K
|
+$219K
|
+2,392
|
New
|
|
|
1007
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$221K
|
–
|
–
|
–
|
|
|
1008
|
Everett Harris & Co
Los Angeles,
California
|
$218K
|
–
|
–
|
–
|
|
|
1009
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$217K
|
-$29.8K
|
-325
|
-12%
|
|
|
1010
|
Burney Company
Reston,
Virginia
|
$217K
|
-$27K
|
-294
|
-11%
|
|
|
1011
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$215K
|
-$5.05K
|
-55
|
-2%
|
|
|
1012
|
CPWM LLC
Seattle,
Washington
|
$213K
|
+$209K
|
+2,277
|
New
|
|
|
1013
|
Gupta Wealth Management
San Diego,
California
|
$211K
|
+$142K
|
+1,550
|
+220%
|
|
|
1014
|
Skylands Capital
Milwaukee,
Wisconsin
|
$210K
|
-$9.18K
|
-100
|
-4%
|
|
|
1015
|
Bouchey Financial Group
Troy,
New York
|
$210K
|
–
|
–
|
–
|
|
|
1016
|
Bison Wealth
Atlanta,
Georgia
|
$210K
|
+$207K
|
+2,253
|
New
|
|
|
1017
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$208K
|
-$22.9K
|
-250
|
-10%
|
|
|
1018
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$208K
|
–
|
–
|
–
|
|
|
1019
|
Evanson Asset Management
Carmel,
California
|
$208K
|
+$204K
|
+2,221
|
New
|
|
|
1020
|
Adell Harriman & Carpenter
Houston,
Texas
|
$206K
|
-$18.4K
|
-200
|
-8%
|
|
|
1021
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$205K
|
+$13.5M
|
+147,385
|
+7%
|
|
|
1022
|
Tiemann Investment Advisors
Menlo Park,
California
|
$202K
|
+$198K
|
+2,160
|
New
|
|
|
1023
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$201K
|
-$22.2K
|
-242
|
-10%
|
|
|
1024
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$201K
|
+$197K
|
+2,146
|
New
|
|
|
1025
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$201K
|
+$197K
|
+2,150
|
New
|
|
