|
126
|
Old Port Advisors
Portland,
Maine
|
$370K
|
+$369K
|
+7,707
|
New
|
|
|
127
|
Comerica Bank
Dallas,
Texas
|
$366K
|
+$27.4K
|
+572
|
+8%
|
|
|
128
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$340K
|
–
|
–
|
–
|
|
|
129
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$336K
|
–
|
–
|
–
|
|
|
130
|
TrueWealth LLC
Atlanta,
Georgia
|
$336K
|
+$622
|
+13
|
+0.2%
|
|
|
131
|
Harvest Capital Management
Concord,
New Hampshire
|
$330K
|
-$23.9K
|
-500
|
-7%
|
|
|
132
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$322K
|
–
|
–
|
–
|
|
|
133
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$321K
|
-$308K
|
-6,444
|
-49%
|
|
|
134
|
Evercore Wealth Management
New York
|
$314K
|
–
|
–
|
–
|
|
|
135
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$307K
|
–
|
–
|
–
|
|
|
136
|
Private Capital Group
West Hartford,
Connecticut
|
$302K
|
+$1.1K
|
+23
|
+0.4%
|
|
|
137
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$300K
|
–
|
–
|
–
|
|
|
138
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$300K
|
–
|
–
|
–
|
|
|
139
|
UMB Bank
Kansas City,
Missouri
|
$295K
|
-$19.1K
|
-400
|
-6%
|
|
|
140
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$293K
|
–
|
–
|
–
|
|
|
141
|
Cobblestone Capital Advisors
Rochester,
New York
|
$290K
|
+$289K
|
+6,040
|
New
|
|
|
142
|
WealthShield Partners
Cary,
North Carolina
|
$285K
|
–
|
–
|
–
|
|
|
143
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$266K
|
-$30.6K
|
-640
|
-10%
|
|
|
144
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$266K
|
-$13.3K
|
-277
|
-5%
|
|
|
145
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$263K
|
–
|
–
|
–
|
|
|
146
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$260K
|
–
|
–
|
–
|
|
|
147
|
Successful Portfolios
Clearwater,
Florida
|
$255K
|
–
|
–
|
–
|
|
|
148
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$244K
|
-$3.68K
|
-77
|
-1%
|
|
|
149
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$244K
|
+$5.55K
|
+116
|
+2%
|
|
|
150
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$240K
|
–
|
–
|
–
|
|
