|
801
|
Middleton & Co
Boston,
Massachusetts
|
$206K
|
+$206K
|
+1,500
|
New
|
|
|
802
|
Buffington Mohr McNeal
Boise,
Idaho
|
$205K
|
+$205K
|
+1,490
|
New
|
|
|
803
|
Appropriate Balance Financial Services
Bellevue,
Washington
|
$204K
|
-$51K
|
-371
|
-1%
|
|
|
804
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$204K
|
-$17.7K
|
-129
|
-8%
|
|
|
805
|
BSW Wealth Partners
Boulder,
Colorado
|
$203K
|
+$203K
|
+1,478
|
New
|
|
|
806
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$202K
|
+$201K
|
+1,464
|
New
|
|
|
807
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$201K
|
+$46.1K
|
+335
|
+30%
|
|
|
808
|
D.J. St. Germain
Springfield,
Massachusetts
|
$201K
|
+$201K
|
+1,460
|
New
|
|
|
809
|
Smart Portfolios LLC
Seattle,
Washington
|
$197K
|
-$4.37M
|
-31,776
|
-96%
|
|
|
810
|
SEI Investments
Oaks,
Pennsylvania
|
$195K
|
-$41.7K
|
-303
|
-18%
|
|
|
811
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$194K
|
–
|
–
|
–
|
|
|
812
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$194K
|
–
|
–
|
–
|
|
|
813
|
AssetMark Inc
Concord,
California
|
$193K
|
-$2.89K
|
-21
|
-1%
|
|
|
814
|
Skylands Capital
Milwaukee,
Wisconsin
|
$193K
|
–
|
–
|
–
|
|
|
815
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$190K
|
+$58.4K
|
+425
|
+44%
|
|
|
816
|
Proficio Capital Partners
Newton,
Massachusetts
|
$180K
|
–
|
–
|
–
|
|
|
817
|
Oakworth Capital
Birmingham,
Alabama
|
$175K
|
–
|
–
|
–
|
|
|
818
|
Liberty Capital Management
Birmingham,
Michigan
|
$174K
|
–
|
–
|
–
|
|
|
819
|
WESPAC Advisors SoCal
Pasadena,
California
|
$161K
|
–
|
–
|
–
|
|
|
820
|
Exane Derivatives
Paris,
France
|
$153K
|
+$153K
|
+1,112
|
New
|
|
|
821
|
City Holding Co
Charleston,
West Virginia
|
$152K
|
–
|
–
|
–
|
|
|
822
|
Raffa Wealth Management
Washington,
District of Columbia
|
$151K
|
–
|
–
|
–
|
|
|
823
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$151K
|
-$138
|
-1
|
-0.1%
|
|
|
824
|
Cribstone Capital Management
Augusta,
Maine
|
$148K
|
+$138
|
+1
|
+0.1%
|
|
|
825
|
Perigon Wealth Management
San Francisco,
California
|
$139K
|
-$13.9K
|
-101
|
-9%
|
|
