|
126
|
Acadia Trust
Portland,
Maine
|
$285K
|
–
|
–
|
–
|
|
|
127
|
Formidable Asset Management
Cincinnati,
Ohio
|
$281K
|
+$286K
|
+2,615
|
New
|
|
|
128
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$275K
|
–
|
–
|
–
|
|
|
129
|
Segment Wealth Management
Houston,
Texas
|
$275K
|
–
|
–
|
–
|
|
|
130
|
Apriem Advisors
Irvine,
California
|
$272K
|
+$16.4K
|
+150
|
+6%
|
|
|
131
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$270K
|
-$11.5K
|
-105
|
-4%
|
|
|
132
|
Next Financial Group
Houston,
Texas
|
$270K
|
+$1.97K
|
+18
|
+0.7%
|
|
|
133
|
Valicenti Advisory Services
Elmira,
New York
|
$264K
|
+$21.9K
|
+200
|
+9%
|
|
|
134
|
Perigon Wealth Management
San Francisco,
California
|
$260K
|
+$2.19K
|
+20
|
+0.9%
|
|
|
135
|
NewFocus Financial Group
Vancouver,
Washington
|
$259K
|
-$162K
|
-1,482
|
-39%
|
|
|
136
|
Tiemann Investment Advisors
Menlo Park,
California
|
$257K
|
-$17.5K
|
-160
|
-6%
|
|
|
137
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$242K
|
-$10.9K
|
-100
|
-4%
|
|
|
138
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$242K
|
-$10.9K
|
-100
|
-4%
|
|
|
139
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$242K
|
–
|
–
|
–
|
|
|
140
|
BHF Kleinwort Benson Group
Brussels,
Belgium
|
$242K
|
+$75.5K
|
+690
|
+46%
|
|
|
141
|
Round Table Services
Westfield,
New Jersey
|
$235K
|
+$19.7K
|
+180
|
+9%
|
|
|
142
|
Highmount Capital
New York
|
$210K
|
-$32.3K
|
-295
|
-13%
|
|
|
143
|
Rockefeller Financial Services
New York
|
$208K
|
+$3.83K
|
+35
|
+2%
|
|
|
144
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$208K
|
+$207K
|
+1,896
|
New
|
|
|
145
|
Hudock Inc
Williamsport,
Pennsylvania
|
$207K
|
-$14.9K
|
-136
|
-7%
|
|
|
146
|
Courier Capital
Buffalo,
New York
|
$200K
|
+$199K
|
+1,818
|
New
|
|
|
147
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$147K
|
–
|
–
|
–
|
|
|
148
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$120K
|
+$2.3K
|
+21
|
+2%
|
|
|
149
|
WFG Advisors
Dallas,
Texas
|
$112K
|
-$31.1K
|
-284
|
-22%
|
|
|
150
|
Crosspoint Capital Strategies
Orinda,
California
|
$97K
|
+$96.2K
|
+879
|
New
|
|
