|
551
|
Planned Solutions
Folsom,
California
|
$56K
|
+$54.7K
|
+4,900
|
New
|
|
|
552
|
Highlander Capital Management
Short Hills,
New Jersey
|
$50K
|
+$3.35K
|
+300
|
+8%
|
|
|
553
|
Clearstead Advisors
Cleveland,
Ohio
|
$44K
|
–
|
–
|
–
|
|
|
554
|
Whittier Trust
South Pasadena,
California
|
$36K
|
-$2.32K
|
-208
|
-6%
|
|
|
555
|
Private Ocean
San Rafael,
California
|
$35K
|
–
|
–
|
–
|
|
|
556
|
Provident Wealth Management
Brentwood,
Tennessee
|
$35K
|
+$33.5K
|
+3,000
|
New
|
|
|
557
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$34K
|
+$13.4K
|
+1,200
|
+68%
|
|
|
558
|
Anchor Investment Management
Columbia,
South Carolina
|
$33.3K
|
–
|
–
|
–
|
|
|
559
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$30K
|
–
|
–
|
–
|
|
|
560
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$27K
|
–
|
–
|
–
|
|
|
561
|
Versant Capital Management
Phoenix,
Arizona
|
$26K
|
+$1.43K
|
+128
|
+6%
|
|
|
562
|
|
$26K
|
+$24.9K
|
+2,236
|
New
|
|
|
563
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$24K
|
+$22.8K
|
+2,046
|
New
|
|
|
564
|
Freestone Capital Holdings
Seattle,
Washington
|
$23.1K
|
+$22.3K
|
+2,000
|
New
|
|
|
565
|
Gables Capital Management
Miami,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
566
|
Gemmer Asset Management
Walnut Creek,
California
|
$23K
|
–
|
–
|
–
|
|
|
567
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$23K
|
+$357
|
+32
|
+2%
|
|
|
568
|
Valeo Financial Advisors
Carmel,
Indiana
|
$21K
|
-$66.2K
|
-5,936
|
-77%
|
|
|
569
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$21K
|
+$223
|
+20
|
+1%
|
|
|
570
|
Covington Capital Management
Los Angeles,
California
|
$20K
|
–
|
–
|
–
|
|
|
571
|
Truvestments Capital
Sarasota,
Florida
|
$19K
|
-$2.62K
|
-235
|
-12%
|
|
|
572
|
Prospera Financial Services
Dallas,
Texas
|
$19K
|
+$17.9K
|
+1,606
|
New
|
|
|
573
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$18.4K
|
-$22.3K
|
-2,000
|
-56%
|
|
|
574
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
575
|
Huntington National Bank
Columbus,
Ohio
|
$17K
|
+$5.08K
|
+455
|
+45%
|
|
