|
401
|
Alesco Advisors
Pittsford,
New York
|
$202K
|
–
|
–
|
–
|
|
|
402
|
RWA Wealth Partners
Newton,
Massachusetts
|
$201K
|
–
|
–
|
–
|
|
|
403
|
Bogart Wealth LLC
Mclean,
Virginia
|
$194K
|
+$64.9K
|
+2,677
|
+50%
|
|
|
404
|
Tower Research Capital (TRC)
New York
|
$190K
|
+$135K
|
+5,562
|
+245%
|
|
|
405
|
Golden State Equity Partners
South Coast Metro,
California
|
$189K
|
+$189K
|
+7,800
|
New
|
|
|
406
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$188K
|
-$381K
|
-15,743
|
-67%
|
|
|
407
|
Asset Dedication LLC
San Francisco,
California
|
$183K
|
–
|
–
|
–
|
|
|
408
|
Ballast Advisors
Woodbury,
Minnesota
|
$175K
|
+$175K
|
+7,212
|
New
|
|
|
409
|
Fidelity Investments
Boston,
Massachusetts
|
$167K
|
-$9.74K
|
-402
|
-6%
|
|
|
410
|
Coastline Trust
Providence,
Rhode Island
|
$154K
|
-$24.2K
|
-1,000
|
-14%
|
|
|
411
|
AE Wealth Management
Topeka,
Kansas
|
$146K
|
+$654
|
+27
|
+0.5%
|
|
|
412
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$145K
|
-$1.21M
|
-49,777
|
-89%
|
|
|
413
|
Truvestments Capital
Sarasota,
Florida
|
$129K
|
+$129K
|
+5,311
|
New
|
|
|
414
|
Private Trust Company
Cleveland,
Ohio
|
$123K
|
–
|
–
|
–
|
|
|
415
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$117K
|
–
|
–
|
–
|
|
|
416
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$117K
|
+$117K
|
+4,825
|
New
|
|
|
417
|
Addison Advisors
Middlebury,
Vermont
|
$101K
|
+$242
|
+10
|
+0.2%
|
|
|
418
|
Physician Wealth Advisors
Midvale,
Utah
|
$92.6K
|
-$78.5K
|
-3,240
|
-46%
|
|
|
419
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$91.5K
|
–
|
–
|
–
|
|
|
420
|
CNB Bank
Clearfield,
Pennsylvania
|
$89.7K
|
-$872
|
-36
|
-1%
|
|
|
421
|
United Community Bank
Greenville,
South Carolina
|
$88.5K
|
+$88.5K
|
+3,652
|
New
|
|
|
422
|
Align Financial
Hermantown,
Minnesota
|
$88.4K
|
-$2.05M
|
-84,697
|
-96%
|
|
|
423
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$85.2K
|
–
|
–
|
–
|
|
|
424
|
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
|
$84.8K
|
–
|
–
|
–
|
|
|
425
|
Orion Capital Management
Coronado,
California
|
$80K
|
+$80K
|
+3,300
|
New
|
|
