|
51
|
Corient Capital Partners
Newport Beach,
California
|
$300K
|
–
|
–
|
–
|
|
|
52
|
Fidelity Investments
Boston,
Massachusetts
|
$300K
|
+$158K
|
+2,963
|
+114%
|
|
|
53
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$289K
|
–
|
–
|
–
|
|
|
54
|
|
$286K
|
–
|
–
|
–
|
|
|
55
|
American Portfolios Advisors
Holbrook,
New York
|
$285K
|
+$853
|
+16
|
+0.3%
|
|
|
56
|
Cypress Wealth Services
Palm Desert,
California
|
$280K
|
–
|
–
|
–
|
|
|
57
|
Oxford Financial Group
Carmel,
Indiana
|
$278K
|
–
|
–
|
–
|
|
|
58
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$261K
|
–
|
–
|
–
|
|
|
59
|
|
$260K
|
+$53
|
+1
|
+0%
|
|
|
60
|
Bay Colony Advisors
Concord,
Massachusetts
|
$259K
|
+$256K
|
+4,801
|
New
|
|
|
61
|
One Capital Management
Westlake Village,
California
|
$250K
|
+$1.65K
|
+31
|
+0.7%
|
|
|
62
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$244K
|
–
|
–
|
–
|
|
|
63
|
Cabot Wealth Management
Salem,
Massachusetts
|
$216K
|
-$26.7K
|
-500
|
-11%
|
|
|
64
|
JSF Financial
Los Angeles,
California
|
$216K
|
–
|
–
|
–
|
|
|
65
|
Tortoise Investment Management
White Plains,
New York
|
$157K
|
-$102K
|
-1,915
|
-40%
|
|
|
66
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$150K
|
-$128K
|
-2,410
|
-46%
|
|
|
67
|
WealthShield Partners
Cary,
North Carolina
|
$150K
|
+$148K
|
+2,783
|
New
|
|
|
68
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$144K
|
+$43.7K
|
+819
|
+44%
|
|
|
69
|
Huntington National Bank
Columbus,
Ohio
|
$140K
|
–
|
–
|
–
|
|
|
70
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$119K
|
–
|
–
|
–
|
|
|
71
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$67K
|
+$51K
|
+956
|
+348%
|
|
|
72
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$49K
|
–
|
–
|
–
|
|
|
73
|
James Investment Research
Alpha,
Ohio
|
$47K
|
–
|
–
|
–
|
|
|
74
|
Covington Capital Management
Los Angeles,
California
|
$43K
|
–
|
–
|
–
|
|
|
75
|
WealthBridge Capital Management
Westerville,
Ohio
|
$38K
|
–
|
–
|
–
|
|
