|
1101
|
Colony Group
Boston,
Massachusetts
|
$246K
|
+$18.8K
|
+208
|
+8%
|
|
|
1102
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$245K
|
–
|
–
|
–
|
|
|
1103
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$245K
|
+$15.6K
|
+173
|
+6%
|
|
|
1104
|
Glassman Wealth Services
Vienna,
Virginia
|
$239K
|
–
|
–
|
–
|
|
|
1105
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$239K
|
–
|
–
|
–
|
|
|
1106
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$239K
|
+$90
|
+1
|
+0%
|
|
|
1107
|
Smith Affiliated Capital
New York
|
$237K
|
–
|
–
|
–
|
|
|
1108
|
Beacon Financial Group
Dallas,
Texas
|
$237K
|
-$9.04K
|
-100
|
-3%
|
|
|
1109
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$237K
|
+$4.79K
|
+53
|
+2%
|
|
|
1110
|
Allworth Financial
Folsom,
California
|
$236K
|
+$100K
|
+1,108
|
+64%
|
|
|
1111
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$233K
|
–
|
–
|
–
|
|
|
1112
|
Joel Isaacson & Co
New York
|
$233K
|
–
|
–
|
–
|
|
|
1113
|
Parsons Capital Management
Providence,
Rhode Island
|
$233K
|
–
|
–
|
–
|
|
|
1114
|
Prospera Financial Services
Dallas,
Texas
|
$233K
|
+$9.58K
|
+106
|
+4%
|
|
|
1115
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$230K
|
-$4.42M
|
-48,839
|
-95%
|
|
|
1116
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$225K
|
-$6.78K
|
-75
|
-3%
|
|
|
1117
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$225K
|
–
|
–
|
–
|
|
|
1118
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$224K
|
–
|
–
|
–
|
|
|
1119
|
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
$224K
|
-$271K
|
-3,000
|
-53%
|
|
|
1120
|
Boltwood Capital Management
Walnut Creek,
California
|
$224K
|
–
|
–
|
–
|
|
|
1121
|
Cadinha & Co
Honolulu,
Hawaii
|
$224K
|
–
|
–
|
–
|
|
|
1122
|
Northeast Financial Consultants
Westport,
Connecticut
|
$224K
|
–
|
–
|
–
|
|
|
1123
|
Tirschwell & Loewy
New York
|
$224K
|
–
|
–
|
–
|
|
|
1124
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$224K
|
+$244K
|
+2,700
|
New
|
|
|
1125
|
Starfire Investment Advisers
Southfield,
Michigan
|
$221K
|
+$181
|
+2
|
+0.1%
|
|
