|
226
|
Icon Wealth Partners
Houston,
Texas
|
$30K
|
+$29.6K
|
+294
|
New
|
|
|
227
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$29K
|
-$9.67K
|
-96
|
-25%
|
|
|
228
|
Proficio Capital Partners
Newton,
Massachusetts
|
$26K
|
-$201
|
-2
|
-0.8%
|
|
|
229
|
Rockefeller Capital Management
New York
|
$18K
|
+$17.5K
|
+174
|
New
|
|
|
230
|
Gemmer Asset Management
Walnut Creek,
California
|
$15K
|
–
|
–
|
–
|
|
|
231
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$14K
|
-$3.32K
|
-33
|
-19%
|
|
|
232
|
First Horizon Advisors
Memphis,
Tennessee
|
$13K
|
–
|
–
|
–
|
|
|
233
|
Baystate Wealth Management
Boston,
Massachusetts
|
$12K
|
–
|
–
|
–
|
|
|
234
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$12K
|
+$101
|
+1
|
+0.8%
|
|
|
235
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
236
|
First Personal Financial Services
Charlotte,
North Carolina
|
$8K
|
–
|
–
|
–
|
|
|
237
|
Oppenheimer Asset Management
New York
|
$7K
|
–
|
–
|
–
|
|
|
238
|
Fidelity Investments
Boston,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
239
|
WhitTier Trust Company
Reno,
Nevada
|
$6K
|
–
|
–
|
–
|
|
|
240
|
American Portfolios Advisors
Holbrook,
New York
|
$5.79K
|
+$5.64K
|
+56
|
New
|
|
|
241
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
242
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$4K
|
+$504
|
+5
|
+14%
|
|
|
243
|
Private Capital Group
West Hartford,
Connecticut
|
$4K
|
+$4.13K
|
+41
|
New
|
|
|
244
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
245
|
Shelton Capital Management
Denver,
Colorado
|
$2.39K
|
-$216K
|
-2,140
|
-90%
|
|
|
246
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$2K
|
+$1.51K
|
+15
|
New
|
|
|
247
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
+$2.12K
|
+21
|
New
|
|
|
248
|
Glassman Wealth Services
Vienna,
Virginia
|
$1K
|
+$906
|
+9
|
New
|
|
|
249
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
+$1.01K
|
+10
|
New
|
|
|
250
|
Select Equity Group
New York
|
–
|
-$19.5M
|
-207,018
|
Closed
|
|
