|
101
|
Canandaigua National Corp
Canandaigua,
New York
|
$316K
|
–
|
–
|
–
|
|
|
102
|
SVB Wealth
Boston,
Massachusetts
|
$307K
|
–
|
–
|
–
|
|
|
103
|
Bangor Savings Bank
Bangor,
Maine
|
$297K
|
+$13.4K
|
+346
|
+4%
|
|
|
104
|
PDS Planning
Dublin,
Ohio
|
$281K
|
–
|
–
|
–
|
|
|
105
|
Alpha Cubed Investments
Irvine,
California
|
$274K
|
-$649K
|
-16,779
|
-68%
|
|
|
106
|
Mercer Global Advisors
Denver,
Colorado
|
$272K
|
-$47.9K
|
-1,239
|
-14%
|
|
|
107
|
WBH Advisory
Baltimore,
Maryland
|
$271K
|
-$256K
|
-6,612
|
-46%
|
|
|
108
|
Coldstream Capital Management
Bellevue,
Washington
|
$258K
|
+$287K
|
+7,428
|
New
|
|
|
109
|
Mutual Advisors
Omaha,
Nebraska
|
$255K
|
+$46.4K
|
+1,200
|
+20%
|
|
|
110
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$234K
|
-$68.3K
|
-1,768
|
-21%
|
|
|
111
|
Avantax Advisory Services
Dallas,
Texas
|
$230K
|
+$256K
|
+6,623
|
New
|
|
|
112
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$229K
|
–
|
–
|
–
|
|
|
113
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$227K
|
+$37.5K
|
+970
|
+17%
|
|
|
114
|
3D/L Capital Management
Hartford,
Connecticut
|
$226K
|
-$34.4K
|
-891
|
-12%
|
|
|
115
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$224K
|
-$131K
|
-3,385
|
-34%
|
|
|
116
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$215K
|
–
|
–
|
–
|
|
|
117
|
Manhattan West Asset Management
Los Angeles,
California
|
$209K
|
-$19.3K
|
-500
|
-8%
|
|
|
118
|
Rockland Trust
Hanover,
Massachusetts
|
$207K
|
–
|
–
|
–
|
|
|
119
|
Bessemer Group
Woodbridge,
New Jersey
|
$207K
|
+$230K
|
+5,950
|
New
|
|
|
120
|
Clear Investment Research
Alpharetta,
Georgia
|
$203K
|
-$6.11K
|
-158
|
-3%
|
|
|
121
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$164K
|
-$187K
|
-4,825
|
-50%
|
|
|
122
|
Curi Wealth Management
Raleigh,
North Carolina
|
$160K
|
+$51.1K
|
+1,322
|
+40%
|
|
|
123
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$142K
|
-$23K
|
-594
|
-13%
|
|
|
124
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$125K
|
–
|
–
|
–
|
|
|
125
|
UMB Bank
Kansas City,
Missouri
|
$120K
|
–
|
–
|
–
|
|
