|
226
|
Capital Management
Glen Allen,
Virginia
|
$564K
|
–
|
–
|
–
|
|
|
227
|
BOK Financial
Tulsa,
Oklahoma
|
$564K
|
+$45.8K
|
+865
|
+7%
|
|
|
228
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$555K
|
-$13.8M
|
-260,733
|
-95%
|
|
|
229
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$554K
|
–
|
–
|
–
|
|
|
230
|
Edgestream Partners
Princeton,
New Jersey
|
$550K
|
+$674K
|
+12,715
|
New
|
|
|
231
|
Sonata Capital Group
Seattle,
Washington
|
$548K
|
-$9.8K
|
-185
|
-1%
|
|
|
232
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$546K
|
-$28K
|
-529
|
-4%
|
|
|
233
|
Strategy Asset Managers
Pasadena,
California
|
$531K
|
-$18.8K
|
-355
|
-3%
|
|
|
234
|
First Allied Advisory Services
San Diego,
California
|
$517K
|
-$564K
|
-10,648
|
-47%
|
|
|
235
|
Institute for Wealth Management
Denver,
Colorado
|
$509K
|
-$397K
|
-7,491
|
-39%
|
|
|
236
|
WealthShield Partners
Cary,
North Carolina
|
$504K
|
-$233K
|
-4,398
|
-27%
|
|
|
237
|
GSB Wealth Management
Guilford,
Connecticut
|
$504K
|
–
|
–
|
–
|
|
|
238
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$499K
|
–
|
–
|
–
|
|
|
239
|
Homrich & Berg
Atlanta,
Georgia
|
$493K
|
+$347K
|
+6,545
|
+135%
|
|
|
240
|
Linscomb Wealth
Houston,
Texas
|
$490K
|
-$150K
|
-2,825
|
-20%
|
|
|
241
|
|
$485K
|
-$477K
|
-9,014
|
-45%
|
|
|
242
|
Raymond James Trust
St. Petersburg,
Florida
|
$478K
|
-$41.2K
|
-777
|
-7%
|
|
|
243
|
Comerica Securities
Detroit,
Michigan
|
$460K
|
+$563K
|
+10,634
|
New
|
|
|
244
|
Realta Investment Advisors
Wilmington,
Delaware
|
$459K
|
-$82K
|
-1,548
|
-13%
|
|
|
245
|
Personal CFO Solutions
Chester,
New Jersey
|
$458K
|
-$89.5K
|
-1,690
|
-14%
|
|
|
246
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$456K
|
-$375K
|
-7,073
|
-40%
|
|
|
247
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$453K
|
–
|
–
|
–
|
|
|
248
|
GFS Advisors
Houston,
Texas
|
$446K
|
-$20.7K
|
-391
|
-4%
|
|
|
249
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$444K
|
-$76.1K
|
-1,437
|
-12%
|
|
|
250
|
Apella Capital
West Hartford,
Connecticut
|
$431K
|
+$527K
|
+9,953
|
New
|
|
