|
501
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$134K
|
–
|
–
|
–
|
|
|
502
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$116K
|
+$2.09M
|
+16,038
|
New
|
|
|
503
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$113K
|
+$41.9K
|
+321
|
+65%
|
|
|
504
|
AllSquare Wealth Management
Albany,
New York
|
$112K
|
-$36.6K
|
-280
|
-26%
|
|
|
505
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$111K
|
–
|
–
|
–
|
|
|
506
|
Washington Trust
Westerly,
Rhode Island
|
$111K
|
–
|
–
|
–
|
|
|
507
|
Global Retirement Partners
San Rafael,
California
|
$109K
|
+$115K
|
+880
|
New
|
|
|
508
|
Lee Financial
Dallas,
Texas
|
$98K
|
–
|
–
|
–
|
|
|
509
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$97K
|
–
|
–
|
–
|
|
|
510
|
Koshinski Asset Management
Decatur,
Illinois
|
$96.1K
|
-$6.27K
|
-48
|
-6%
|
|
|
511
|
SWS Partners
Columbus,
Ohio
|
$96K
|
+$90.5K
|
+693
|
New
|
|
|
512
|
Hartford Financial Management
Hartford,
Connecticut
|
$93K
|
–
|
–
|
–
|
|
|
513
|
|
$92K
|
+$7.83K
|
+60
|
+10%
|
|
|
514
|
|
$91K
|
+$27.9K
|
+214
|
+48%
|
|
|
515
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$83K
|
–
|
–
|
–
|
|
|
516
|
Clearstead Advisors
Cleveland,
Ohio
|
$83K
|
–
|
–
|
–
|
|
|
517
|
Kings Point Capital Management
Great Neck,
New York
|
$83K
|
–
|
–
|
–
|
|
|
518
|
Aquatic Capital Management
Chicago,
Illinois
|
$83K
|
+$78.3K
|
+600
|
New
|
|
|
519
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$81K
|
–
|
–
|
–
|
|
|
520
|
Brown Brothers Harriman & Co
New York
|
$79K
|
+$31.9K
|
+244
|
+75%
|
|
|
521
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$76K
|
-$12.9K
|
-99
|
-15%
|
|
|
522
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$73.3K
|
+$69.2K
|
+530
|
New
|
|
|
523
|
North Star Investment Management
Chicago,
Illinois
|
$73K
|
–
|
–
|
–
|
|
|
524
|
Bartlett & Co
Cincinnati,
Ohio
|
$73K
|
+$69.2K
|
+530
|
New
|
|
|
525
|
NuWave Investment Management
Parsippany,
New Jersey
|
$70K
|
-$13.4K
|
-103
|
-17%
|
|
