|
76
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$435K
|
–
|
–
|
–
|
|
|
77
|
Welch & Forbes
Boston,
Massachusetts
|
$435K
|
+$29.7K
|
+800
|
+8%
|
|
|
78
|
SOL Capital Management
Rockville,
Maryland
|
$425K
|
–
|
–
|
–
|
|
|
79
|
Neuberger Berman Group
New York
|
$422K
|
-$13K
|
-350
|
-3%
|
|
|
80
|
Merriman Wealth Management
Seattle,
Washington
|
$420K
|
–
|
–
|
–
|
|
|
81
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$409K
|
+$228K
|
+6,157
|
+139%
|
|
|
82
|
Moors & Cabot
Boston,
Massachusetts
|
$394K
|
+$2.78K
|
+75
|
+0.8%
|
|
|
83
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$357K
|
+$343K
|
+9,249
|
New
|
|
|
84
|
United Capital Financial Advisors
Irving,
Texas
|
$349K
|
+$37.1K
|
+1,000
|
+12%
|
|
|
85
|
Montecito Bank & Trust
Santa Barbara,
California
|
$348K
|
-$42.5K
|
-1,146
|
-11%
|
|
|
86
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$343K
|
+$311K
|
+8,375
|
+1,675%
|
|
|
87
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$331K
|
+$59.9K
|
+1,616
|
+23%
|
|
|
88
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$324K
|
+$15.8K
|
+425
|
+5%
|
|
|
89
|
Rockefeller Capital Management
New York
|
$315K
|
+$74.2K
|
+2,000
|
+33%
|
|
|
90
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$305K
|
+$70.3K
|
+1,896
|
+32%
|
|
|
91
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$297K
|
–
|
–
|
–
|
|
|
92
|
Central Trust Company
Jefferson City,
Missouri
|
$292K
|
–
|
–
|
–
|
|
|
93
|
Palladium Partners
Norfolk,
Virginia
|
$285K
|
+$14.8K
|
+400
|
+6%
|
|
|
94
|
LexAurum Advisors
Overland Park,
Kansas
|
$281K
|
+$37
|
+1
|
+0%
|
|
|
95
|
WhitTier Trust Company
Reno,
Nevada
|
$280K
|
+$37.1K
|
+1,000
|
+16%
|
|
|
96
|
Parametric Portfolio Associates
Seattle,
Washington
|
$279K
|
+$9.87K
|
+266
|
+4%
|
|
|
97
|
North Star Asset Management
Neenah,
Wisconsin
|
$270K
|
–
|
–
|
–
|
|
|
98
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$270K
|
–
|
–
|
–
|
|
|
99
|
IFP Advisors
Tampa,
Florida
|
$261K
|
+$25.3K
|
+681
|
+11%
|
|
|
100
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$259K
|
–
|
–
|
–
|
|
