|
226
|
Marcuard Family Office
Zurich,
Switzerland
|
$508K
|
–
|
–
|
–
|
|
|
227
|
|
$508K
|
+$486K
|
+30,000
|
New
|
|
|
228
|
Summit Securities Group
New York
|
$508K
|
+$486K
|
+30,000
|
New
|
|
|
229
|
HL Financial Services
Louisville,
Kentucky
|
$507K
|
-$165K
|
-10,182
|
-25%
|
|
|
230
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$470K
|
+$105K
|
+6,501
|
+31%
|
|
|
231
|
Weatherstone Capital Management
Denver,
Colorado
|
$470K
|
+$214K
|
+13,197
|
+90%
|
|
|
232
|
Eaton Vance Management
Boston,
Massachusetts
|
$460K
|
+$7.29K
|
+450
|
+2%
|
|
|
233
|
Neuberger Berman Group
New York
|
$453K
|
+$433K
|
+26,733
|
New
|
|
|
234
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$450K
|
-$199K
|
-12,291
|
-32%
|
|
|
235
|
Scharf Investments
Los Gatos,
California
|
$442K
|
-$2.39M
|
-147,294
|
-85%
|
|
|
236
|
Forty4 Asset Management
Chicago,
Illinois
|
$434K
|
+$415K
|
+25,599
|
New
|
|
|
237
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$430K
|
+$140K
|
+8,664
|
+52%
|
|
|
238
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$424K
|
-$1.22K
|
-75
|
-0.3%
|
|
|
239
|
Accuvest Global Advisors
Provo,
Utah
|
$422K
|
+$403K
|
+24,900
|
New
|
|
|
240
|
Stonebridge Capital Management
Los Angeles,
California
|
$409K
|
+$86.9K
|
+5,361
|
+29%
|
|
|
241
|
National Planning Corporation
El Segundo,
California
|
$383K
|
-$996K
|
-61,446
|
-73%
|
|
|
242
|
First New York Securities
New York
|
$381K
|
-$365K
|
-22,500
|
-50%
|
|
|
243
|
Decade Capital Management
New York
|
$381K
|
+$365K
|
+22,500
|
New
|
|
|
244
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$381K
|
+$365K
|
+22,500
|
New
|
|
|
245
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$376K
|
+$58.3K
|
+3,600
|
+19%
|
|
|
246
|
KMS Financial Services
Seattle,
Washington
|
$360K
|
+$343K
|
+21,192
|
New
|
|
|
247
|
Salient Capital Advisors
Houston,
Texas
|
$356K
|
+$341K
|
+21,033
|
New
|
|
|
248
|
Raymond James Trust
St. Petersburg,
Florida
|
$353K
|
+$338K
|
+20,877
|
New
|
|
|
249
|
King Wealth Management Group
Naples,
Florida
|
$350K
|
+$334K
|
+20,640
|
New
|
|
|
250
|
Kanaly Trust
Houston,
Texas
|
$348K
|
-$43.9K
|
-2,712
|
-12%
|
|
