|
126
|
Joel Isaacson & Co
New York
|
$179K
|
-$150K
|
-3,000
|
-46%
|
|
|
127
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$159K
|
+$157K
|
+3,125
|
New
|
|
|
128
|
US Bancorp
Minneapolis,
Minnesota
|
$151K
|
–
|
–
|
–
|
|
|
129
|
Creative Planning
Overland Park,
Kansas
|
$141K
|
+$138K
|
+2,757
|
New
|
|
|
130
|
Friess Associates
Greenville,
Delaware
|
$115K
|
–
|
–
|
–
|
|
|
131
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$103K
|
+$51.8K
|
+1,034
|
+104%
|
|
|
132
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$92K
|
-$20K
|
-400
|
-17%
|
|
|
133
|
Tower Research Capital (TRC)
New York
|
$84K
|
+$82.2K
|
+1,641
|
New
|
|
|
134
|
WFG Advisors
Dallas,
Texas
|
$54K
|
-$2.41K
|
-48
|
-4%
|
|
|
135
|
Ameriprise
Minneapolis,
Minnesota
|
$47K
|
-$783K
|
-15,615
|
-94%
|
|
|
136
|
MSI Financial Services
Springfield,
Massachusetts
|
$29K
|
+$10.3K
|
+206
|
+56%
|
|
|
137
|
West Oak Capital
Westlake Village,
California
|
$28.1K
|
–
|
–
|
–
|
|
|
138
|
Manchester Capital Management
Manchester,
Vermont
|
$26K
|
–
|
–
|
–
|
|
|
139
|
One Capital Management
Westlake Village,
California
|
$26K
|
+$25.1K
|
+500
|
New
|
|
|
140
|
Sandy Spring Bank
Olney,
Maryland
|
$26K
|
+$25.1K
|
+500
|
New
|
|
|
141
|
D.A. Davidson & Co
Great Falls,
Montana
|
$22K
|
-$11.3K
|
-225
|
-33%
|
|
|
142
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18K
|
-$351
|
-7
|
-2%
|
|
|
143
|
Highlander Capital Management
Short Hills,
New Jersey
|
$15.3K
|
–
|
–
|
–
|
|
|
144
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$9K
|
–
|
–
|
–
|
|
|
145
|
BlackRock Fund Advisors
San Francisco,
California
|
$7K
|
-$451
|
-9
|
-7%
|
|
|
146
|
Dunvegan Associates
Santa Barbara,
California
|
$5K
|
+$5.01K
|
+100
|
New
|
|
|
147
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$1K
|
+$652
|
+13
|
New
|
|
|
148
|
Epoch Investment Partners
New York
|
–
|
-$30M
|
-599,906
|
Closed
|
|
|
149
|
|
–
|
-$10.6M
|
-212,185
|
Closed
|
|
|
150
|
Endeavour Capital Advisors
Greenwich,
Connecticut
|
–
|
-$9.49M
|
-189,901
|
Closed
|
|
