|
201
|
Bangor Savings Bank
Bangor,
Maine
|
$236K
|
–
|
–
|
–
|
|
|
202
|
Essex Financial Services
Essex,
Connecticut
|
$235K
|
–
|
–
|
–
|
|
|
203
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$231K
|
+$224K
|
+4,702
|
New
|
|
|
204
|
Wills Financial Group
Richmond,
Virginia
|
$225K
|
-$52.7K
|
-1,108
|
-19%
|
|
|
205
|
Evercore Wealth Management
New York
|
$219K
|
-$4.98M
|
-104,740
|
-96%
|
|
|
206
|
Davidson & Garrard
Lynchburg,
Virginia
|
$215K
|
–
|
–
|
–
|
|
|
207
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$211K
|
–
|
–
|
–
|
|
|
208
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$208K
|
+$201K
|
+4,236
|
New
|
|
|
209
|
Welch & Forbes
Boston,
Massachusetts
|
$206K
|
–
|
–
|
–
|
|
|
210
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$203K
|
-$14M
|
-294,804
|
-99%
|
|
|
211
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$202K
|
-$175K
|
-3,682
|
-47%
|
|
|
212
|
First Washington Corp
Seattle,
Washington
|
$189K
|
–
|
–
|
–
|
|
|
213
|
New England Securities
New York
|
$158K
|
-$379K
|
-7,970
|
-71%
|
|
|
214
|
Whittier Trust
South Pasadena,
California
|
$142K
|
–
|
–
|
–
|
|
|
215
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$130K
|
+$126K
|
+2,650
|
New
|
|
|
216
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$103K
|
-$70.2K
|
-1,477
|
-41%
|
|
|
217
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$85K
|
+$9.51K
|
+200
|
+13%
|
|
|
218
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$73K
|
+$13.8K
|
+290
|
+24%
|
|
|
219
|
Crosspoint Capital Strategies
Orinda,
California
|
$62K
|
–
|
–
|
–
|
|
|
220
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$58.9K
|
–
|
–
|
–
|
|
|
221
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$54K
|
-$94.3K
|
-1,984
|
-65%
|
|
|
222
|
EFG Asset Management (Americas)
Miami,
Florida
|
$51K
|
–
|
–
|
–
|
|
|
223
|
Western Asset Management Company
Pasadena,
California
|
$50K
|
–
|
–
|
–
|
|
|
224
|
Parasol Investment Management
Westmont,
Illinois
|
$49K
|
-$33.3K
|
-700
|
-41%
|
|
|
225
|
Palladium Partners
Norfolk,
Virginia
|
$44K
|
+$42.8K
|
+900
|
New
|
|
