|
1301
|
Shamrock Asset Management
Dallas,
Texas
|
$254K
|
+$91.6K
|
+1,506
|
+69%
|
|
|
1302
|
WealthPLAN Partners
Omaha,
Nebraska
|
$254K
|
-$218K
|
-3,577
|
-48%
|
|
|
1303
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$250K
|
-$17K
|
-280
|
-7%
|
|
|
1304
|
Gould Asset Management
Claremont,
California
|
$249K
|
-$60.8K
|
-1,000
|
-22%
|
|
|
1305
|
Delphi Private Advisors
San Diego,
California
|
$249K
|
-$44.8K
|
-736
|
-17%
|
|
|
1306
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$248K
|
-$35.3K
|
-580
|
-14%
|
|
|
1307
|
Southport Capital Management
Chattanooga,
Tennessee
|
$248K
|
-$21K
|
-346
|
-9%
|
|
|
1308
|
Highlander Capital Management
Short Hills,
New Jersey
|
$247K
|
–
|
–
|
–
|
|
|
1309
|
Nichols Asset Management
Sudbury,
Massachusetts
|
$247K
|
+$219K
|
+3,600
|
New
|
|
|
1310
|
BOK Financial Private Wealth
Denver,
Colorado
|
$247K
|
+$219K
|
+3,601
|
New
|
|
|
1311
|
ClearBridge Investments
New York
|
$245K
|
–
|
–
|
–
|
|
|
1312
|
Orinda Asset Management
Lafayette,
California
|
$245K
|
+$218K
|
+3,577
|
New
|
|
|
1313
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$243K
|
-$869K
|
-14,283
|
-80%
|
|
|
1314
|
Cypress Capital Group
Palm Beach,
Florida
|
$243K
|
+$216K
|
+3,558
|
New
|
|
|
1315
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$242K
|
+$215K
|
+3,529
|
New
|
|
|
1316
|
|
$241K
|
-$111K
|
-1,833
|
-34%
|
|
|
1317
|
Cambridge Trust
Cambridge,
Massachusetts
|
$241K
|
+$214K
|
+3,527
|
New
|
|
|
1318
|
TradeLink Capital
Chicago,
Illinois
|
$239K
|
+$212K
|
+3,492
|
New
|
|
|
1319
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$238K
|
-$66.9K
|
-1,100
|
-24%
|
|
|
1320
|
Wharton Business Group
Malvern,
Pennsylvania
|
$237K
|
-$142K
|
-2,340
|
-40%
|
|
|
1321
|
GHP Investment Advisors
Denver,
Colorado
|
$235K
|
+$209K
|
+3,435
|
New
|
|
|
1322
|
FCG Advisors
Chatham,
New Jersey
|
$234K
|
+$207K
|
+3,410
|
New
|
|
|
1323
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$233K
|
+$207K
|
+3,400
|
New
|
|
|
1324
|
WealthSource Partners
San Luis Obispo,
California
|
$232K
|
+$206K
|
+3,392
|
New
|
|
|
1325
|
Intersect Capital
San Ramon,
California
|
$231K
|
-$32.4K
|
-532
|
-14%
|
|
