|
701
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$57K
|
–
|
–
|
–
|
|
|
702
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$57K
|
–
|
–
|
–
|
|
|
703
|
Private Ocean
San Rafael,
California
|
$48K
|
+$44.8K
|
+991
|
New
|
|
|
704
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$47K
|
–
|
–
|
–
|
|
|
705
|
Field & Main Bank
Henderson,
Kentucky
|
$46K
|
-$1.94K
|
-43
|
-4%
|
|
|
706
|
Fred Alger Management
New York
|
$46K
|
–
|
–
|
–
|
|
|
707
|
Pathstone Family Office
Englewood,
New Jersey
|
$44.2K
|
-$6.19K
|
-137
|
-13%
|
|
|
708
|
TrueWealth LLC
Atlanta,
Georgia
|
$44K
|
–
|
–
|
–
|
|
|
709
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$42K
|
–
|
–
|
–
|
|
|
710
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$42K
|
–
|
–
|
–
|
|
|
711
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$40K
|
+$37.6K
|
+833
|
New
|
|
|
712
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$38K
|
–
|
–
|
–
|
|
|
713
|
Kings Point Capital Management
Great Neck,
New York
|
$38K
|
–
|
–
|
–
|
|
|
714
|
Grace Capital
Quincy,
Massachusetts
|
$38K
|
+$35.8K
|
+793
|
New
|
|
|
715
|
S.A. Mason
Holland,
Michigan
|
$38K
|
+$35.8K
|
+793
|
New
|
|
|
716
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$37K
|
–
|
–
|
–
|
|
|
717
|
Meeder Asset Management
Dublin,
Ohio
|
$37K
|
+$10.2K
|
+225
|
+41%
|
|
|
718
|
Acadian Asset Management
Boston,
Massachusetts
|
$37K
|
+$34.3K
|
+760
|
New
|
|
|
719
|
Clearstead Trust
Portland,
Maine
|
$37K
|
+$35.1K
|
+777
|
New
|
|
|
720
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$35K
|
-$28.5K
|
-630
|
-46%
|
|
|
721
|
Perkins Coie Trust Company
Seattle,
Washington
|
$33K
|
–
|
–
|
–
|
|
|
722
|
CFM Wealth Partners
Austin,
Texas
|
$33K
|
+$30.3K
|
+671
|
New
|
|
|
723
|
Aspire Private Capital
Cornelius,
North Carolina
|
$32K
|
–
|
–
|
–
|
|
|
724
|
First Command Bank
Fort Worth,
Texas
|
$31K
|
–
|
–
|
–
|
|
|
725
|
First Command Financial Services
Fort Worth,
Texas
|
$31K
|
–
|
–
|
–
|
|
