|
101
|
Fidelity Investments
Boston,
Massachusetts
|
$397K
|
+$58.9K
|
+1,097
|
+17%
|
|
|
102
|
Whittier Trust
South Pasadena,
California
|
$357K
|
–
|
–
|
–
|
|
|
103
|
Ballentine Partners
Waltham,
Massachusetts
|
$346K
|
–
|
–
|
–
|
|
|
104
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$338K
|
-$16.2M
|
-300,942
|
-98%
|
|
|
105
|
|
$309K
|
+$61.5K
|
+1,146
|
+24%
|
|
|
106
|
SVB Wealth
Boston,
Massachusetts
|
$304K
|
-$16.1K
|
-300
|
-5%
|
|
|
107
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$283K
|
+$287K
|
+5,346
|
New
|
|
|
108
|
William Blair & Company
Chicago,
Illinois
|
$273K
|
-$55.8K
|
-1,039
|
-17%
|
|
|
109
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$272K
|
+$276K
|
+5,140
|
New
|
|
|
110
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$270K
|
–
|
–
|
–
|
|
|
111
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$260K
|
-$15.3K
|
-285
|
-5%
|
|
|
112
|
Howard Financial Services
Dallas,
Texas
|
$255K
|
+$259K
|
+4,817
|
New
|
|
|
113
|
Calton & Associates
Tampa,
Florida
|
$250K
|
+$253K
|
+4,709
|
New
|
|
|
114
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$247K
|
+$250K
|
+4,656
|
New
|
|
|
115
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$243K
|
+$246K
|
+4,588
|
New
|
|
|
116
|
Equitable Holdings
New York
|
$210K
|
+$213K
|
+3,964
|
New
|
|
|
117
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$206K
|
+$208K
|
+3,880
|
New
|
|
|
118
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$146K
|
–
|
–
|
–
|
|
|
119
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$138K
|
–
|
–
|
–
|
|
|
120
|
WhitTier Trust Company
Reno,
Nevada
|
$103K
|
–
|
–
|
–
|
|
|
121
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$94K
|
+$95.1K
|
+1,772
|
New
|
|
|
122
|
Advisors Preferred
Rockville,
Maryland
|
$62K
|
+$63K
|
+1,173
|
New
|
|
|
123
|
Wealth Quarterback
Toms River,
New Jersey
|
$60K
|
+$60.5K
|
+1,126
|
New
|
|
|
124
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$59K
|
+$23.1K
|
+431
|
+63%
|
|
|
125
|
Advisornet Financial
Minnetonka,
Minnesota
|
$55K
|
-$1.99K
|
-37
|
-3%
|
|
