|
1026
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$156K
|
–
|
–
|
–
|
|
|
1027
|
Perigon Wealth Management
San Francisco,
California
|
$152K
|
+$180K
|
+2,382
|
New
|
|
|
1028
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$151K
|
-$1.82K
|
-24
|
-1%
|
|
|
1029
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$149K
|
+$13.4K
|
+177
|
+10%
|
|
|
1030
|
AllSquare Wealth Management
Albany,
New York
|
$149K
|
+$22.7K
|
+300
|
+19%
|
|
|
1031
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$142K
|
-$25.2K
|
-333
|
-16%
|
|
|
1032
|
Parasol Investment Management
Westmont,
Illinois
|
$142K
|
–
|
–
|
–
|
|
|
1033
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$139K
|
-$3.25K
|
-43
|
-2%
|
|
|
1034
|
D'Orazio & Associates
Falls Church,
Virginia
|
$139K
|
+$1.06K
|
+14
|
+0.8%
|
|
|
1035
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$137K
|
-$14.8K
|
-196
|
-10%
|
|
|
1036
|
Cacti Asset Management
Atlanta,
Georgia
|
$134K
|
–
|
–
|
–
|
|
|
1037
|
Sutton Wealth Advisors
Tampa,
Florida
|
$129K
|
+$121K
|
+1,600
|
New
|
|
|
1038
|
PineBridge Investments
New York
|
$128K
|
-$117K
|
-1,551
|
-49%
|
|
|
1039
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$126K
|
–
|
–
|
–
|
|
|
1040
|
Welch Group
Birmingham,
Alabama
|
$124K
|
+$117K
|
+1,542
|
New
|
|
|
1041
|
American Research & Management Company
Marion,
Massachusetts
|
$123K
|
–
|
–
|
–
|
|
|
1042
|
Hartford Financial Management
Hartford,
Connecticut
|
$123K
|
–
|
–
|
–
|
|
|
1043
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$123K
|
+$57.4K
|
+758
|
+99%
|
|
|
1044
|
Carnick & Kubik
Colorado Springs,
Colorado
|
$113K
|
+$106K
|
+1,405
|
New
|
|
|
1045
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$112K
|
–
|
–
|
–
|
|
|
1046
|
Armbruster Capital Management
Pittsford,
New York
|
$112K
|
–
|
–
|
–
|
|
|
1047
|
Nelson Capital Management
Menlo Park,
California
|
$108K
|
–
|
–
|
–
|
|
|
1048
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$105K
|
–
|
–
|
–
|
|
|
1049
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$105K
|
–
|
–
|
–
|
|
|
1050
|
Perkins Coie Trust Company
Seattle,
Washington
|
$103K
|
–
|
–
|
–
|
|
