|
126
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$299K
|
-$124K
|
-1,171
|
-29%
|
|
|
127
|
Regal Investment Advisors
Kentwood,
Michigan
|
$296K
|
+$246K
|
+2,329
|
+449%
|
|
|
128
|
Highland Private Wealth Management
Bellevue,
Washington
|
$296K
|
+$301K
|
+2,850
|
New
|
|
|
129
|
Foothills Asset Management
Scottsdale,
Arizona
|
$294K
|
-$12.7K
|
-120
|
-4%
|
|
|
130
|
Sonata Capital Group
Seattle,
Washington
|
$271K
|
–
|
–
|
–
|
|
|
131
|
First Foundation Advisors
Irvine,
California
|
$263K
|
+$267K
|
+2,525
|
New
|
|
|
132
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$261K
|
–
|
–
|
–
|
|
|
133
|
Concert Wealth Management
San Jose,
California
|
$257K
|
-$57.2K
|
-541
|
-18%
|
|
|
134
|
Apriem Advisors
Irvine,
California
|
$257K
|
–
|
–
|
–
|
|
|
135
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$251K
|
+$2.75K
|
+26
|
+1%
|
|
|
136
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$248K
|
+$49.9K
|
+472
|
+25%
|
|
|
137
|
NewFocus Financial Group
Vancouver,
Washington
|
$246K
|
+$1.06K
|
+10
|
+0.4%
|
|
|
138
|
Emery Howard Portfolio Management
Burlingame,
California
|
$230K
|
+$19.6K
|
+185
|
+9%
|
|
|
139
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$229K
|
–
|
–
|
–
|
|
|
140
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$229K
|
–
|
–
|
–
|
|
|
141
|
Rockefeller Financial Services
New York
|
$229K
|
+$29.7K
|
+281
|
+15%
|
|
|
142
|
Barclays
London,
United Kingdom
|
$223K
|
-$926K
|
-8,753
|
-80%
|
|
|
143
|
Round Table Services
Westfield,
New Jersey
|
$222K
|
–
|
–
|
–
|
|
|
144
|
Tiemann Investment Advisors
Menlo Park,
California
|
$221K
|
-$22.4K
|
-212
|
-9%
|
|
|
145
|
Segment Wealth Management
Houston,
Texas
|
$208K
|
-$52.9K
|
-500
|
-20%
|
|
|
146
|
Strategy Asset Managers
Pasadena,
California
|
$208K
|
+$212K
|
+2,000
|
New
|
|
|
147
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$202K
|
+$205K
|
+1,942
|
New
|
|
|
148
|
Next Financial Group
Houston,
Texas
|
$201K
|
-$68K
|
-643
|
-25%
|
|
|
149
|
Gupta Wealth Management
San Diego,
California
|
$170K
|
-$106K
|
-1,000
|
-38%
|
|
|
150
|
Argentus Capital Management
Dallas,
Texas
|
$160K
|
-$139K
|
-1,315
|
-46%
|
|
