|
76
|
Mosaic Financial Partners
San Francisco,
California
|
$305K
|
–
|
–
|
–
|
|
|
77
|
Cobblestone Capital Advisors
Rochester,
New York
|
$299K
|
–
|
–
|
–
|
|
|
78
|
First Foundation Advisors
Irvine,
California
|
$278K
|
+$57K
|
+1,420
|
+26%
|
|
|
79
|
|
$277K
|
–
|
–
|
–
|
|
|
80
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$277K
|
–
|
–
|
–
|
|
|
81
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$274K
|
–
|
–
|
–
|
|
|
82
|
Wealthcare Capital Management
Richmond,
Virginia
|
$274K
|
–
|
–
|
–
|
|
|
83
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$274K
|
+$276K
|
+6,888
|
New
|
|
|
84
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$270K
|
+$39.3K
|
+980
|
+17%
|
|
|
85
|
Catawba Capital Management
Roanoke,
Virginia
|
$256K
|
–
|
–
|
–
|
|
|
86
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$248K
|
+$4.09K
|
+102
|
+2%
|
|
|
87
|
Concert Wealth Management
San Jose,
California
|
$245K
|
+$10K
|
+250
|
+4%
|
|
|
88
|
Bailard
Foster City,
California
|
$242K
|
-$445K
|
-11,100
|
-65%
|
|
|
89
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$237K
|
+$236K
|
+5,878
|
New
|
|
|
90
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$236K
|
-$8.19K
|
-204
|
-3%
|
|
|
91
|
Members Trust
Tampa,
Florida
|
$221K
|
+$12K
|
+300
|
+6%
|
|
|
92
|
Lenox Wealth Advisors
New York
|
$214K
|
+$44.1K
|
+1,100
|
+26%
|
|
|
93
|
Cetera Advisors
Denver,
Colorado
|
$207K
|
–
|
–
|
–
|
|
|
94
|
WhitTier Trust Company
Reno,
Nevada
|
$157K
|
–
|
–
|
–
|
|
|
95
|
Acropolis Investment Management
St. Louis,
Missouri
|
$143K
|
-$4.82K
|
-120
|
-3%
|
|
|
96
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$143K
|
–
|
–
|
–
|
|
|
97
|
Howe & Rusling
Rochester,
New York
|
$138K
|
+$9.63K
|
+240
|
+8%
|
|
|
98
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$118K
|
–
|
–
|
–
|
|
|
99
|
Blume Capital Management
Berkeley,
California
|
$113K
|
–
|
–
|
–
|
|
|
100
|
Tarbox Family Office
Newport Beach,
California
|
$97K
|
+$96.6K
|
+2,408
|
New
|
|
