|
151
|
James Investment Research
Alpha,
Ohio
|
$20K
|
–
|
–
|
–
|
|
|
152
|
Wallington Asset Management
Indianapolis,
Indiana
|
$19K
|
+$18.6K
|
+246
|
New
|
|
|
153
|
Raffa Wealth Management
Washington,
District of Columbia
|
$17.6K
|
–
|
–
|
–
|
|
|
154
|
Evercore Wealth Management
New York
|
$17K
|
+$13.6K
|
+180
|
+300%
|
|
|
155
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$14K
|
+$982
|
+13
|
+7%
|
|
|
156
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$11.3K
|
–
|
–
|
–
|
|
|
157
|
Institute for Wealth Management
Denver,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
158
|
Gemmer Asset Management
Walnut Creek,
California
|
$9K
|
+$8.68K
|
+115
|
New
|
|
|
159
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$9K
|
+$8.98K
|
+119
|
New
|
|
|
160
|
LifePlan Financial Group
Dayton,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
161
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$7K
|
–
|
–
|
–
|
|
|
162
|
Hudock Inc
Williamsport,
Pennsylvania
|
$6K
|
+$6.27K
|
+83
|
New
|
|
|
163
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
164
|
Whittier Trust
South Pasadena,
California
|
$5K
|
–
|
–
|
–
|
|
|
165
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$5K
|
+$4.68K
|
+62
|
New
|
|
|
166
|
Bank of Kentucky
Crestview Hills,,
Kentucky
|
$4K
|
+$3.85K
|
+51
|
New
|
|
|
167
|
Partnervest Advisory Services
Santa Barbara,
California
|
$3K
|
–
|
–
|
–
|
|
|
168
|
Managed Account Advisors
Jersey City,
New Jersey
|
–
|
-$11M
|
-154,522
|
Closed
|
|
|
169
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
–
|
-$7.75M
|
-108,714
|
Closed
|
|
|
170
|
|
–
|
-$5.16M
|
-72,367
|
Closed
|
|
|
171
|
Lazard Asset Management
New York
|
–
|
-$2.2M
|
-30,900
|
Closed
|
|
|
172
|
Nuveen
Charlotte,
North Carolina
|
–
|
-$1.6M
|
-22,400
|
Closed
|
|
|
173
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$1.1M
|
-15,453
|
Closed
|
|
|
174
|
1st Global Advisors
Dallas,
Texas
|
–
|
-$490K
|
-6,880
|
Closed
|
|
|
175
|
BOK Financial
Tulsa,
Oklahoma
|
–
|
-$321K
|
-4,500
|
Closed
|
|
