|
201
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$24K
|
–
|
–
|
–
|
|
|
202
|
Reilly Financial Advisors
La Mesa,
California
|
$22K
|
+$23.8K
|
+1,300
|
New
|
|
|
203
|
Proficio Capital Partners
Newton,
Massachusetts
|
$21K
|
+$2.31K
|
+126
|
+11%
|
|
|
204
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$18K
|
-$19K
|
-1,039
|
-49%
|
|
|
205
|
Washington Trust Bank
Spokane,
Washington
|
$17K
|
–
|
–
|
–
|
|
|
206
|
Well Done LLC
Holland,
Michigan
|
$16K
|
+$17.6K
|
+959
|
New
|
|
|
207
|
M&R Capital Management
Summit,
New Jersey
|
$15K
|
–
|
–
|
–
|
|
|
208
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$14K
|
+$15.3K
|
+833
|
New
|
|
|
209
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
210
|
Nelson Capital Management
Menlo Park,
California
|
$13K
|
–
|
–
|
–
|
|
|
211
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$13K
|
+$4.87K
|
+266
|
+50%
|
|
|
212
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$13K
|
+$14.7K
|
+803
|
New
|
|
|
213
|
First Horizon Advisors
Memphis,
Tennessee
|
$11K
|
–
|
–
|
–
|
|
|
214
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$11K
|
–
|
–
|
–
|
|
|
215
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$11K
|
+$11.9K
|
+650
|
New
|
|
|
216
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$8K
|
-$1.08K
|
-59
|
-11%
|
|
|
217
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
218
|
Huntington National Bank
Columbus,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
219
|
Global Retirement Partners
San Rafael,
California
|
$8K
|
+$3.37K
|
+184
|
+68%
|
|
|
220
|
Arax Advisory Partners
Denver,
Colorado
|
$8K
|
+$5.04K
|
+275
|
+128%
|
|
|
221
|
Hexavest
Montreal,
Quebec, Canada
|
$7K
|
–
|
–
|
–
|
|
|
222
|
Sandy Spring Bank
Olney,
Maryland
|
$7K
|
+$7.33K
|
+400
|
New
|
|
|
223
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$6K
|
+$1.63K
|
+89
|
+37%
|
|
|
224
|
Pathstone Family Office
Englewood,
New Jersey
|
$6K
|
+$7.02K
|
+383
|
New
|
|
|
225
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$5K
|
-$1.83K
|
-100
|
-23%
|
|
