|
301
|
Cadence Bank NA
Houston,
Texas
|
$254K
|
–
|
–
|
–
|
|
|
302
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$251K
|
+$251K
|
+7,991
|
New
|
|
|
303
|
Meitav Investment House
Bene-Beraq,
Israel
|
$251K
|
+$251K
|
+8,011
|
New
|
|
|
304
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$250K
|
–
|
–
|
–
|
|
|
305
|
Comerica Bank
Dallas,
Texas
|
$249K
|
+$249K
|
+7,927
|
New
|
|
|
306
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$245K
|
–
|
–
|
–
|
|
|
307
|
Tortoise Investment Management
White Plains,
New York
|
$242K
|
-$38.4K
|
-1,225
|
-14%
|
|
|
308
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$242K
|
-$27.5K
|
-877
|
-10%
|
|
|
309
|
Shoker Investment Counsel
Oxford,
Ohio
|
$241K
|
+$376
|
+12
|
+0.2%
|
|
|
310
|
WFA of San Diego
San Diego,
California
|
$237K
|
-$144K
|
-4,598
|
-38%
|
|
|
311
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$230K
|
+$230K
|
+7,324
|
New
|
|
|
312
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$226K
|
-$609K
|
-19,423
|
-73%
|
|
|
313
|
Park Avenue Securities
New York
|
$219K
|
+$219K
|
+6,988
|
New
|
|
|
314
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$213K
|
+$10.3K
|
+327
|
+5%
|
|
|
315
|
WealthOne
Albany,
New York
|
$211K
|
+$941
|
+30
|
+0.4%
|
|
|
316
|
Fidelity Investments
Boston,
Massachusetts
|
$200K
|
-$42.3K
|
-1,348
|
-17%
|
|
|
317
|
Asset Dedication LLC
San Francisco,
California
|
$200K
|
+$200K
|
+6,371
|
New
|
|
|
318
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$192K
|
–
|
–
|
–
|
|
|
319
|
Geneos Wealth Management
Englewood,
Colorado
|
$187K
|
+$8.78K
|
+280
|
+5%
|
|
|
320
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$178K
|
+$14.7K
|
+470
|
+9%
|
|
|
321
|
Firestone Capital Management
Coral Gables,
Florida
|
$159K
|
–
|
–
|
–
|
|
|
322
|
Caldwell Trust
Venice,
Florida
|
$146K
|
–
|
–
|
–
|
|
|
323
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$143K
|
-$18.5K
|
-589
|
-11%
|
|
|
324
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$135K
|
+$7.84K
|
+250
|
+6%
|
|
|
325
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$130K
|
–
|
–
|
–
|
|
