|
401
|
KeyBank National Association
Cleveland,
Ohio
|
$215K
|
-$17.6K
|
-230
|
-8%
|
|
|
402
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$214K
|
+$206K
|
+2,698
|
New
|
|
|
403
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$214K
|
+$206K
|
+2,700
|
New
|
|
|
404
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$211K
|
+$204K
|
+2,666
|
New
|
|
|
405
|
Grimes & Company
Westborough,
Massachusetts
|
$208K
|
-$28.9K
|
-378
|
-13%
|
|
|
406
|
Spearhead Capital Advisors
Wellington,
Florida
|
$202K
|
+$195K
|
+2,552
|
New
|
|
|
407
|
TD Private Client Wealth
New York
|
$163K
|
+$157K
|
+2,057
|
New
|
|
|
408
|
IFP Advisors
Tampa,
Florida
|
$162K
|
+$62.2K
|
+813
|
+66%
|
|
|
409
|
Steward Partners Investment Advisory
New York
|
$158K
|
+$15.3K
|
+200
|
+11%
|
|
|
410
|
Simon Quick Advisors
Morristown,
New Jersey
|
$154K
|
+$1.68K
|
+22
|
+1%
|
|
|
411
|
Synovus Financial
Columbus,
Georgia
|
$148K
|
+$13.6K
|
+178
|
+11%
|
|
|
412
|
MV Capital Management
Bethesda,
Maryland
|
$142K
|
–
|
–
|
–
|
|
|
413
|
Cordasco Financial Network
Naples,
Florida
|
$136K
|
–
|
–
|
–
|
|
|
414
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$134K
|
+$46.4K
|
+607
|
+56%
|
|
|
415
|
HawsGoodwin Investment Management
Franklin,
Tennessee
|
$116K
|
+$112K
|
+1,466
|
New
|
|
|
416
|
WestEnd Advisors
Charlotte,
North Carolina
|
$109K
|
+$18.5K
|
+242
|
+21%
|
|
|
417
|
TrueWealth LLC
Atlanta,
Georgia
|
$105K
|
+$994
|
+13
|
+1%
|
|
|
418
|
Tortoise Investment Management
White Plains,
New York
|
$80K
|
-$13K
|
-170
|
-14%
|
|
|
419
|
Capital Bank & Trust
Irvine,
California
|
$79K
|
–
|
–
|
–
|
|
|
420
|
Huntington National Bank
Columbus,
Ohio
|
$79K
|
–
|
–
|
–
|
|
|
421
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$63K
|
–
|
–
|
–
|
|
|
422
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$61K
|
–
|
–
|
–
|
|
|
423
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$60K
|
+$58.6K
|
+767
|
New
|
|
|
424
|
Atlas Private Wealth Management
Albany,
New York
|
$59K
|
+$57.3K
|
+749
|
New
|
|
|
425
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$55K
|
+$53.5K
|
+700
|
New
|
|
