|
126
|
KCM Investment Advisors
Greenbrae,
California
|
$286K
|
–
|
–
|
–
|
|
|
127
|
Oppenheimer & Co
New York
|
$281K
|
-$59.6K
|
-446
|
-18%
|
|
|
128
|
Level Four Advisory Services
Dallas,
Texas
|
$273K
|
+$273K
|
+2,040
|
New
|
|
|
129
|
Parsec Financial Management
Asheville,
North Carolina
|
$266K
|
-$98.1K
|
-734
|
-27%
|
|
|
130
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$265K
|
-$234K
|
-1,747
|
-47%
|
|
|
131
|
Boston Family Office
Boston,
Massachusetts
|
$265K
|
+$8.69K
|
+65
|
+3%
|
|
|
132
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$262K
|
+$262K
|
+1,958
|
New
|
|
|
133
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$250K
|
-$7.89K
|
-59
|
-3%
|
|
|
134
|
Anchor Investment Management
Columbia,
South Carolina
|
$248K
|
+$53.5K
|
+400
|
+28%
|
|
|
135
|
Fisher Asset Management
Camas,
Washington
|
$241K
|
+$240K
|
+1,798
|
New
|
|
|
136
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$228K
|
-$201K
|
-1,500
|
-47%
|
|
|
137
|
Schnieders Capital Management
Pasadena,
California
|
$228K
|
+$26.7K
|
+200
|
+13%
|
|
|
138
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$225K
|
+$4.54K
|
+34
|
+2%
|
|
|
139
|
Burney Company
Reston,
Virginia
|
$216K
|
+$668
|
+5
|
+0.3%
|
|
|
140
|
Atria Investments
Charlotte,
North Carolina
|
$214K
|
+$18.6K
|
+139
|
+10%
|
|
|
141
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$201K
|
–
|
–
|
–
|
|
|
142
|
Global Retirement Partners
San Rafael,
California
|
$201K
|
+$200K
|
+1,498
|
New
|
|
|
143
|
Tower Research Capital (TRC)
New York
|
$198K
|
-$549K
|
-4,105
|
-74%
|
|
|
144
|
Huntington National Bank
Columbus,
Ohio
|
$190K
|
–
|
–
|
–
|
|
|
145
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$174K
|
-$26.7K
|
-200
|
-13%
|
|
|
146
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$160K
|
+$47.5K
|
+355
|
+42%
|
|
|
147
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$153K
|
–
|
–
|
–
|
|
|
148
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$141K
|
+$6.15K
|
+46
|
+4%
|
|
|
149
|
Private Ocean
San Rafael,
California
|
$137K
|
–
|
–
|
–
|
|
|
150
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$115K
|
-$3.34K
|
-25
|
-3%
|
|
