|
151
|
Legacy Private Trust
Neenah,
Wisconsin
|
$234K
|
–
|
–
|
–
|
|
|
152
|
|
$234K
|
+$43.3K
|
+1,000
|
+23%
|
|
|
153
|
Intersect Capital
San Ramon,
California
|
$231K
|
–
|
–
|
–
|
|
|
154
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$231K
|
–
|
–
|
–
|
|
|
155
|
SVA Wealth Management
Madison,
Wisconsin
|
$229K
|
+$227K
|
+5,254
|
New
|
|
|
156
|
PFG Advisors
Phoenix,
Arizona
|
$223K
|
+$8.66K
|
+200
|
+4%
|
|
|
157
|
Arete Wealth Advisors
Chicago,
Illinois
|
$221K
|
–
|
–
|
–
|
|
|
158
|
InterOcean Capital
Chicago,
Illinois
|
$216K
|
–
|
–
|
–
|
|
|
159
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$205K
|
+$1.3K
|
+30
|
+0.6%
|
|
|
160
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$203K
|
–
|
–
|
–
|
|
|
161
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$202K
|
+$200K
|
+4,629
|
New
|
|
|
162
|
Stephens Inc
Little Rock,
Arkansas
|
$201K
|
-$21.1K
|
-487
|
-10%
|
|
|
163
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$195K
|
-$1.39K
|
-32
|
-0.7%
|
|
|
164
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$192K
|
+$27K
|
+623
|
+18%
|
|
|
165
|
CX Institutional
Auburn,
Indiana
|
$168K
|
–
|
–
|
–
|
|
|
166
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$160K
|
–
|
–
|
–
|
|
|
167
|
|
$155K
|
+$154K
|
+3,550
|
New
|
|
|
168
|
Fidelity Investments
Boston,
Massachusetts
|
$151K
|
+$98.1K
|
+2,266
|
+189%
|
|
|
169
|
Golden State Wealth Management
Santa Ana,
California
|
$132K
|
-$7.06K
|
-163
|
-5%
|
|
|
170
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$131K
|
–
|
–
|
–
|
|
|
171
|
Tarbox Family Office
Newport Beach,
California
|
$121K
|
–
|
–
|
–
|
|
|
172
|
TCG Advisors
Austin,
Texas
|
$117K
|
+$115K
|
+2,649
|
New
|
|
|
173
|
Proficio Capital Partners
Newton,
Massachusetts
|
$87K
|
–
|
–
|
–
|
|
|
174
|
Huntington National Bank
Columbus,
Ohio
|
$80K
|
–
|
–
|
–
|
|
|
175
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$75K
|
+$73.9K
|
+1,708
|
New
|
|
