|
126
|
Security National Trust
Wheeling,
West Virginia
|
$1.48M
|
+$52.2K
|
+1,260
|
+4%
|
|
|
127
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$1.46M
|
+$954K
|
+23,036
|
+210%
|
|
|
128
|
Oppenheimer & Co
New York
|
$1.43M
|
+$206K
|
+4,964
|
+18%
|
|
|
129
|
Perigon Wealth Management
San Francisco,
California
|
$1.42M
|
+$744K
|
+17,960
|
+119%
|
|
|
130
|
VSR Financial Services
Overland Park,
Kansas
|
$1.41M
|
-$79.7K
|
-1,924
|
-6%
|
|
|
131
|
Carnick & Kubik
Colorado Springs,
Colorado
|
$1.39M
|
+$859K
|
+20,760
|
+125%
|
|
|
132
|
Neumann Capital Management
Foster City,
California
|
$1.36M
|
+$24.8K
|
+600
|
+2%
|
|
|
133
|
Segment Wealth Management
Houston,
Texas
|
$1.36M
|
+$1.31M
|
+31,700
|
New
|
|
|
134
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.35M
|
+$154K
|
+3,728
|
+13%
|
|
|
135
|
Credit Suisse
Zurich,
Switzerland
|
$1.32M
|
-$7.21M
|
-174,208
|
-85%
|
|
|
136
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.32M
|
-$64.3K
|
-1,552
|
-5%
|
|
|
137
|
Cetera Advisor Networks
El Segundo,
California
|
$1.31M
|
-$12.1K
|
-292
|
-0.9%
|
|
|
138
|
Creative Planning
Overland Park,
Kansas
|
$1.3M
|
-$9.6K
|
-232
|
-0.8%
|
|
|
139
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.21M
|
-$33.1K
|
-800
|
-3%
|
|
|
140
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.19M
|
+$1.15M
|
+27,720
|
New
|
|
|
141
|
Cobiz Wealth
Denver,
Colorado
|
$1.17M
|
+$43.6K
|
+1,052
|
+4%
|
|
|
142
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$1.16M
|
+$37.6K
|
+908
|
+3%
|
|
|
143
|
Bank of the West
Monterey Park,
California
|
$1.16M
|
+$71.7K
|
+1,732
|
+7%
|
|
|
144
|
J.W. Burns & Co
Dewitt,
New York
|
$1.15M
|
+$16.6K
|
+400
|
+2%
|
|
|
145
|
Bank of Kentucky
Crestview Hills,,
Kentucky
|
$1.12M
|
–
|
–
|
–
|
|
|
146
|
Norris Perne & French
Grand Rapids,
Michigan
|
$1.12M
|
+$130K
|
+3,148
|
+14%
|
|
|
147
|
Citadel Advisors
Miami,
Florida
|
$1.11M
|
+$1.07M
|
+25,880
|
New
|
|
|
148
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
-$402K
|
-9,716
|
-28%
|
|
|
149
|
Colony Group
Boston,
Massachusetts
|
$1.03M
|
-$17.1K
|
-412
|
-2%
|
|
|
150
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$1.03M
|
+$13.2K
|
+320
|
+1%
|
|
