|
126
|
GW & Wade
Wellesley,
Massachusetts
|
$378K
|
–
|
–
|
–
|
|
|
127
|
WealthSource Partners
San Luis Obispo,
California
|
$378K
|
–
|
–
|
–
|
|
|
128
|
Proficio Capital Partners
Newton,
Massachusetts
|
$373K
|
–
|
–
|
–
|
|
|
129
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$371K
|
-$144K
|
-3,225
|
-27%
|
|
|
130
|
Pinnacle Associates
New York
|
$312K
|
-$78.3K
|
-1,750
|
-19%
|
|
|
131
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$295K
|
-$76K
|
-1,698
|
-20%
|
|
|
132
|
United Asset Strategies
Garden City,
New York
|
$287K
|
-$19K
|
-425
|
-6%
|
|
|
133
|
Telemus Capital
Southfield,
Michigan
|
$284K
|
-$52.7K
|
-1,177
|
-15%
|
|
|
134
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$278K
|
-$4.74K
|
-106
|
-2%
|
|
|
135
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$277K
|
-$728K
|
-16,269
|
-71%
|
|
|
136
|
Veritable
Wilmington,
Delaware
|
$273K
|
+$6.76K
|
+151
|
+2%
|
|
|
137
|
Insight 2811 Inc
Chicago,
Illinois
|
$263K
|
–
|
–
|
–
|
|
|
138
|
D.A. Davidson & Co
Great Falls,
Montana
|
$261K
|
+$56.5K
|
+1,263
|
+26%
|
|
|
139
|
Stockman Wealth Management
Billings,
Montana
|
$254K
|
+$269K
|
+6,000
|
New
|
|
|
140
|
Concert Wealth Management
San Jose,
California
|
$247K
|
-$985
|
-22
|
-0.4%
|
|
|
141
|
Barnett & Company
Chattanooga,
Tennessee
|
$237K
|
–
|
–
|
–
|
|
|
142
|
HSBC Holdings
London,
United Kingdom
|
$234K
|
–
|
–
|
–
|
|
|
143
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$233K
|
-$67.1K
|
-1,500
|
-21%
|
|
|
144
|
Davenport & Co
Richmond,
Virginia
|
$227K
|
+$240K
|
+5,362
|
New
|
|
|
145
|
Brown Advisory Securities
Baltimore,
Maryland
|
$227K
|
–
|
–
|
–
|
|
|
146
|
Scharf Investments
Los Gatos,
California
|
$225K
|
+$18.8K
|
+420
|
+9%
|
|
|
147
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$208K
|
–
|
–
|
–
|
|
|
148
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$208K
|
+$219K
|
+4,900
|
New
|
|
|
149
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$206K
|
–
|
–
|
–
|
|
|
150
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$204K
|
-$42K
|
-938
|
-16%
|
|
