|
351
|
WhitTier Trust Company
Reno,
Nevada
|
$91K
|
–
|
–
|
–
|
|
|
352
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$90K
|
-$53.7K
|
-600
|
-37%
|
|
|
353
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$89K
|
+$44.8K
|
+501
|
+95%
|
|
|
354
|
Holt Capital Partners
Fort Worth,
Texas
|
$89K
|
+$91.2K
|
+1,020
|
New
|
|
|
355
|
Ruggie Capital Group
Tavares,
Florida
|
$80K
|
+$82.4K
|
+921
|
New
|
|
|
356
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$79K
|
+$80.5K
|
+900
|
New
|
|
|
357
|
Asset Dedication LLC
San Francisco,
California
|
$78K
|
-$151K
|
-1,683
|
-65%
|
|
|
358
|
High Falls Advisors
Rochester,
New York
|
$78K
|
–
|
–
|
–
|
|
|
359
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$78K
|
+$80.5K
|
+900
|
New
|
|
|
360
|
Proficio Capital Partners
Newton,
Massachusetts
|
$78K
|
+$80.5K
|
+900
|
New
|
|
|
361
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$74K
|
–
|
–
|
–
|
|
|
362
|
AllSquare Wealth Management
Albany,
New York
|
$73K
|
-$121K
|
-1,350
|
-62%
|
|
|
363
|
INR Advisory Services
Media,
Pennsylvania
|
$70K
|
–
|
–
|
–
|
|
|
364
|
North Star Investment Management
Chicago,
Illinois
|
$67K
|
+$2.15K
|
+24
|
+3%
|
|
|
365
|
First City Capital Management
Savannah,
Georgia
|
$65.2K
|
–
|
–
|
–
|
|
|
366
|
Brown Brothers Harriman & Co
New York
|
$65K
|
-$16.6K
|
-186
|
-20%
|
|
|
367
|
|
$61K
|
–
|
–
|
–
|
|
|
368
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$59K
|
–
|
–
|
–
|
|
|
369
|
AssetMark Inc
Concord,
California
|
$55K
|
-$59.9M
|
-670,257
|
-100%
|
|
|
370
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$55K
|
–
|
–
|
–
|
|
|
371
|
Bollard Group
Boston,
Massachusetts
|
$54K
|
–
|
–
|
–
|
|
|
372
|
Lenox Wealth Advisors
New York
|
$54K
|
+$33K
|
+369
|
+148%
|
|
|
373
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$53K
|
–
|
–
|
–
|
|
|
374
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$50.1K
|
+$268
|
+3
|
+0.5%
|
|
|
375
|
Stanford Investment Group
Mountain View,
California
|
$50K
|
–
|
–
|
–
|
|
