|
201
|
EP Wealth Advisors
Torrance,
California
|
$129K
|
+$130K
|
+3,171
|
New
|
|
|
202
|
Richardson Financial Services
Medway,
Massachusetts
|
$129K
|
-$27.4K
|
-669
|
-17%
|
|
|
203
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$127K
|
-$13K
|
-316
|
-9%
|
|
|
204
|
Matthew Hamilton Rosenberg
|
$123K
|
–
|
–
|
–
|
|
|
205
|
Eastern Bank
Boston,
Massachusetts
|
$102K
|
-$308K
|
-7,520
|
-75%
|
|
|
206
|
Viewpoint Capital Management
Seattle,
Washington
|
$101K
|
–
|
–
|
–
|
|
|
207
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$101K
|
-$615
|
-15
|
-0.6%
|
|
|
208
|
IFP Advisors
Tampa,
Florida
|
$96.6K
|
-$20.6K
|
-502
|
-17%
|
|
|
209
|
MAI Capital Management
Independence,
Ohio
|
$90.8K
|
+$66.4K
|
+1,620
|
+266%
|
|
|
210
|
Promus Capital
Chicago,
Illinois
|
$88.1K
|
-$36.8K
|
-897
|
-29%
|
|
|
211
|
Pacifica Partners
Surrey,
Canada
|
$84.4K
|
–
|
–
|
–
|
|
|
212
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$77.4K
|
–
|
–
|
–
|
|
|
213
|
Bessemer Group
Woodbridge,
New Jersey
|
$69K
|
-$38.8K
|
-945
|
-36%
|
|
|
214
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$69K
|
–
|
–
|
–
|
|
|
215
|
CoreCap Advisors
Southfield,
Michigan
|
$60K
|
–
|
–
|
–
|
|
|
216
|
Private Trust Company
Cleveland,
Ohio
|
$54K
|
-$3.53K
|
-86
|
-6%
|
|
|
217
|
Abound Financial
Granite Bay,
California
|
$50.2K
|
+$50.6K
|
+1,233
|
New
|
|
|
218
|
Whittier Trust
South Pasadena,
California
|
$49.4K
|
–
|
–
|
–
|
|
|
219
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$49K
|
+$48.9K
|
+1,193
|
New
|
|
|
220
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$46K
|
-$4.22K
|
-103
|
-8%
|
|
|
221
|
Rice Partnership
Honolulu,
Hawaii
|
$45.1K
|
–
|
–
|
–
|
|
|
222
|
Continuum Advisory
Eagle,
Idaho
|
$44.5K
|
-$8.74K
|
-213
|
-16%
|
|
|
223
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$42.5K
|
–
|
–
|
–
|
|
|
224
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$41.2K
|
-$1.07M
|
-26,119
|
-96%
|
|
|
225
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$36.7K
|
+$36.9K
|
+900
|
New
|
|
