|
76
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$530K
|
+$10.6K
|
+255
|
+2%
|
|
|
77
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$502K
|
–
|
–
|
–
|
|
|
78
|
Bank of New York Mellon
New York
|
$475K
|
+$30.4K
|
+735
|
+7%
|
|
|
79
|
KCM Investment Advisors
Greenbrae,
California
|
$460K
|
–
|
–
|
–
|
|
|
80
|
HL Financial Services
Louisville,
Kentucky
|
$459K
|
-$13K
|
-315
|
-3%
|
|
|
81
|
Cobble Hill Financial Services
Moorestown,
New Jersey
|
$423K
|
–
|
–
|
–
|
|
|
82
|
Ameriprise
Minneapolis,
Minnesota
|
$417K
|
+$194K
|
+4,686
|
+95%
|
|
|
83
|
|
$412K
|
–
|
–
|
–
|
|
|
84
|
New England Securities
New York
|
$401K
|
+$49.8K
|
+1,203
|
+15%
|
|
|
85
|
Franklin Resources
San Mateo,
California
|
$365K
|
–
|
–
|
–
|
|
|
86
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$359K
|
+$342K
|
+8,265
|
New
|
|
|
87
|
Placemark Investments
Chicago,
Illinois
|
$345K
|
+$330K
|
+7,962
|
New
|
|
|
88
|
Bartlett & Co
Cincinnati,
Ohio
|
$314K
|
–
|
–
|
–
|
|
|
89
|
Concert Wealth Management
San Jose,
California
|
$295K
|
-$124K
|
-2,997
|
-31%
|
|
|
90
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$286K
|
+$52.8K
|
+1,275
|
+24%
|
|
|
91
|
Raymond James Trust
St. Petersburg,
Florida
|
$257K
|
–
|
–
|
–
|
|
|
92
|
Essex Financial Services
Essex,
Connecticut
|
$228K
|
+$9.31K
|
+225
|
+4%
|
|
|
93
|
KMS Financial Services
Seattle,
Washington
|
$222K
|
-$32.7K
|
-789
|
-13%
|
|
|
94
|
Suntrust Banks
Atlanta,
Georgia
|
$221K
|
+$211K
|
+5,094
|
New
|
|
|
95
|
|
$220K
|
+$210K
|
+5,070
|
New
|
|
|
96
|
Oppenheimer & Co
New York
|
$214K
|
-$224K
|
-5,403
|
-52%
|
|
|
97
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$212K
|
+$9.94K
|
+240
|
+5%
|
|
|
98
|
TradeWorx
Red Bank,
New Jersey
|
$205K
|
+$196K
|
+4,731
|
New
|
|
|
99
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$195K
|
-$13K
|
-315
|
-7%
|
|
|
100
|
WFG Advisors
Dallas,
Texas
|
$184K
|
+$26.1K
|
+630
|
+17%
|
|
