|
276
|
Partnervest Advisory Services
Santa Barbara,
California
|
$43K
|
+$4.66K
|
+300
|
+12%
|
|
|
277
|
Colony Group
Boston,
Massachusetts
|
$42K
|
–
|
–
|
–
|
|
|
278
|
Winch Advisory Services
Appleton,
Wisconsin
|
$35K
|
+$35.2K
|
+2,268
|
New
|
|
|
279
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$31K
|
+$30.7K
|
+1,980
|
New
|
|
|
280
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$23K
|
+$23K
|
+1,482
|
New
|
|
|
281
|
Stifel Trust
St. Louis,
Missouri
|
$19K
|
–
|
–
|
–
|
|
|
282
|
North Star Investment Management
Chicago,
Illinois
|
$19K
|
+$19.2K
|
+1,236
|
New
|
|
|
283
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$17K
|
-$18.6K
|
-1,200
|
-52%
|
|
|
284
|
Tocqueville Asset Management
New York
|
$16K
|
+$16.4K
|
+1,056
|
New
|
|
|
285
|
Bank of Kentucky
Crestview Hills,,
Kentucky
|
$14K
|
+$13.5K
|
+870
|
New
|
|
|
286
|
Palladium Partners
Norfolk,
Virginia
|
$12K
|
+$11.6K
|
+750
|
New
|
|
|
287
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$11K
|
+$10.6K
|
+684
|
New
|
|
|
288
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$9K
|
-$372
|
-24
|
-4%
|
|
|
289
|
Evercore Wealth Management
New York
|
$9K
|
–
|
–
|
–
|
|
|
290
|
Blume Capital Management
Berkeley,
California
|
$7K
|
–
|
–
|
–
|
|
|
291
|
Evensky & Katz
Coral Gables,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
292
|
Optimum Investment Advisors
Chicago,
Illinois
|
$5K
|
+$4.66K
|
+300
|
New
|
|
|
293
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$3K
|
-$336K
|
-21,648
|
-99%
|
|
|
294
|
TD Ameritrade Trust
Denver,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
295
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
+$1.12K
|
+72
|
+1,200%
|
|
|
296
|
National Investment Services
Milwaukee,
Wisconsin
|
–
|
-$4.78M
|
-308,490
|
Closed
|
|
|
297
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
–
|
-$4.73M
|
-304,962
|
Closed
|
|
|
298
|
|
–
|
-$4.41M
|
-284,190
|
Closed
|
|
|
299
|
Constellation Wealth Advisors
New York
|
–
|
-$2.67M
|
-172,374
|
Closed
|
|
|
300
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$333K
|
-21,456
|
Closed
|
|
