|
351
|
Samalin Investment Counsel
Chappaqua,
New York
|
$671K
|
+$644K
|
+52,301
|
New
|
|
|
352
|
Lido Advisors
Los Angeles,
California
|
$670K
|
-$431K
|
-34,969
|
-40%
|
|
|
353
|
First National Trust
Hermitage,
Pennsylvania
|
$665K
|
+$21K
|
+1,708
|
+3%
|
|
|
354
|
Cetera Advisors
Denver,
Colorado
|
$664K
|
-$57.2K
|
-4,638
|
-8%
|
|
|
355
|
CPWM LLC
Seattle,
Washington
|
$664K
|
–
|
–
|
–
|
|
|
356
|
Oxbow Advisors
Austin,
Texas
|
$654K
|
-$10.6K
|
-860
|
-2%
|
|
|
357
|
IHT Wealth Management
Chicago,
Illinois
|
$654K
|
+$420K
|
+34,086
|
+201%
|
|
|
358
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$651K
|
+$80.6K
|
+6,537
|
+15%
|
|
|
359
|
Doliver Advisors
Houston,
Texas
|
$643K
|
-$39.4K
|
-3,200
|
-6%
|
|
|
360
|
Lavaca Capital
Houston,
Texas
|
$643K
|
–
|
–
|
–
|
|
|
361
|
Fondren Management
Houston,
Texas
|
$642K
|
+$616K
|
+50,000
|
New
|
|
|
362
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$641K
|
-$7.57K
|
-614
|
-1%
|
|
|
363
|
Whittier Trust
South Pasadena,
California
|
$640K
|
-$195K
|
-15,848
|
-24%
|
|
|
364
|
Advisory Services Network
Atlanta,
Georgia
|
$638K
|
+$80.1K
|
+6,504
|
+15%
|
|
|
365
|
Checchi Capital Advisers
Beverly Hills,
California
|
$625K
|
+$1.85K
|
+150
|
+0.3%
|
|
|
366
|
Surevest
Los Angeles,
California
|
$617K
|
–
|
–
|
–
|
|
|
367
|
Caption Management
Oklahoma City,
Oklahoma
|
$616K
|
+$591K
|
+48,000
|
New
|
|
|
368
|
Private Trust Company
Cleveland,
Ohio
|
$612K
|
-$7.57K
|
-614
|
-1%
|
|
|
369
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$607K
|
+$83.5K
|
+6,775
|
+17%
|
|
|
370
|
Northern Right Capital Management
Darien,
Connecticut
|
$599K
|
+$576K
|
+46,725
|
New
|
|
|
371
|
Cetera Advisor Networks
El Segundo,
California
|
$585K
|
+$120K
|
+9,707
|
+27%
|
|
|
372
|
Somerset Group
Wayzata,
Minnesota
|
$577K
|
–
|
–
|
–
|
|
|
373
|
Avior Wealth Management
Omaha,
Nebraska
|
$575K
|
+$13.2K
|
+1,073
|
+2%
|
|
|
374
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$551K
|
-$59.1K
|
-4,800
|
-10%
|
|
|
375
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$551K
|
+$529K
|
+42,960
|
New
|
|
