|
26
|
Whittier Trust
South Pasadena,
California
|
$222K
|
–
|
–
|
–
|
|
|
27
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$209K
|
–
|
–
|
–
|
|
|
28
|
William Blair & Company
Chicago,
Illinois
|
$159K
|
–
|
–
|
–
|
|
|
29
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$134K
|
+$20K
|
+328
|
+17%
|
|
|
30
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$126K
|
+$20.6K
|
+338
|
+19%
|
|
|
31
|
US Bancorp
Minneapolis,
Minnesota
|
$107K
|
–
|
–
|
–
|
|
|
32
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$104K
|
+$15.1K
|
+247
|
+16%
|
|
|
33
|
4Thought Financial Group
Syosset,
New York
|
$51K
|
-$1.58K
|
-26
|
-3%
|
|
|
34
|
Strategic Asset Management
Rochester,
Minnesota
|
$48K
|
+$48.2K
|
+791
|
New
|
|
|
35
|
Global Retirement Partners
San Rafael,
California
|
$33K
|
+$4.75K
|
+78
|
+16%
|
|
|
36
|
Private Capital Group
West Hartford,
Connecticut
|
$18K
|
–
|
–
|
–
|
|
|
37
|
Clean Yield Group
Norwich,
Vermont
|
$9K
|
–
|
–
|
–
|
|
|
38
|
Arax Advisory Partners
Denver,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
39
|
Newton One Investments
Newark,
Delaware
|
$3K
|
+$2.93K
|
+48
|
New
|
|
|
40
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.43K
|
–
|
–
|
–
|
|
|
41
|
Clearstead Advisors
Cleveland,
Ohio
|
$1K
|
+$610
|
+10
|
New
|
|
|
42
|
Westside Investment Management
Santa Monica,
California
|
$29
|
–
|
–
|
–
|
|
|
43
|
Appleton Partners
Boston,
Massachusetts
|
–
|
-$438K
|
-7,235
|
Closed
|
|
|
44
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$172K
|
-2,837
|
Closed
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
–
|
-$22K
|
-370
|
Closed
|
|
|
46
|
Aptus Capital Advisors
Fairhope,
Alabama
|
–
|
-$9K
|
-156
|
Closed
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$61
|
+1
|
New
|
|
