|
501
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$260K
|
–
|
–
|
–
|
|
|
502
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$258K
|
-$5.4K
|
-200
|
-2%
|
|
|
503
|
Colony Group
Boston,
Massachusetts
|
$257K
|
+$234K
|
+8,692
|
New
|
|
|
504
|
Oppenheimer & Co
New York
|
$257K
|
+$235K
|
+8,700
|
New
|
|
|
505
|
First Allied Advisory Services
San Diego,
California
|
$254K
|
-$422K
|
-15,660
|
-65%
|
|
|
506
|
|
$251K
|
-$1.82M
|
-67,534
|
-89%
|
|
|
507
|
Stone Toro Investment Advisers
Princeton,
New Jersey
|
$248K
|
+$227K
|
+8,400
|
New
|
|
|
508
|
|
$247K
|
+$225K
|
+8,340
|
New
|
|
|
509
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$246K
|
-$68K
|
-2,520
|
-23%
|
|
|
510
|
D.A. Davidson & Co
Great Falls,
Montana
|
$243K
|
-$12K
|
-444
|
-5%
|
|
|
511
|
HighTower Advisors
Chicago,
Illinois
|
$239K
|
-$148K
|
-5,494
|
-40%
|
|
|
512
|
Inverness Counsel
New York
|
$236K
|
–
|
–
|
–
|
|
|
513
|
Tiemann Investment Advisors
Menlo Park,
California
|
$236K
|
+$216K
|
+8,000
|
New
|
|
|
514
|
UMB Bank
Kansas City,
Missouri
|
$233K
|
+$214K
|
+7,920
|
New
|
|
|
515
|
CIBC Bank USA
Chicago,
Illinois
|
$231K
|
+$210K
|
+7,800
|
New
|
|
|
516
|
Sequoia Financial Advisors
Akron,
Ohio
|
$230K
|
+$210K
|
+7,780
|
New
|
|
|
517
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$229K
|
+$209K
|
+7,764
|
New
|
|
|
518
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$224K
|
+$204K
|
+7,576
|
New
|
|
|
519
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$221K
|
+$202K
|
+7,472
|
New
|
|
|
520
|
Washington Trust
Westerly,
Rhode Island
|
$214K
|
+$196K
|
+7,260
|
New
|
|
|
521
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$213K
|
-$3.1M
|
-115,000
|
-94%
|
|
|
522
|
Regions Financial Corp
Birmingham,
Alabama
|
$213K
|
+$194K
|
+7,200
|
New
|
|
|
523
|
Montecito Bank & Trust
Santa Barbara,
California
|
$210K
|
+$192K
|
+7,124
|
New
|
|
|
524
|
Private Advisor Group
Morristown,
New Jersey
|
$208K
|
+$190K
|
+7,060
|
New
|
|
|
525
|
Boston Advisors
Boston,
Massachusetts
|
$207K
|
-$32.3K
|
-1,196
|
-15%
|
|
