|
326
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$200K
|
+$199K
|
+8,280
|
New
|
|
|
327
|
CVA Family Office
Denver,
Colorado
|
$176K
|
–
|
–
|
–
|
|
|
328
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$162K
|
+$33.5K
|
+1,391
|
+26%
|
|
|
329
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$162K
|
+$15.8K
|
+656
|
+11%
|
|
|
330
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$160K
|
–
|
–
|
–
|
|
|
331
|
Bogart Wealth LLC
Mclean,
Virginia
|
$136K
|
-$19.8K
|
-824
|
-13%
|
|
|
332
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$133K
|
+$132K
|
+5,492
|
New
|
|
|
333
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$125K
|
–
|
–
|
–
|
|
|
334
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$112K
|
-$10.2K
|
-423
|
-8%
|
|
|
335
|
PSI Advisors
Tampa,
Florida
|
$106K
|
–
|
–
|
–
|
|
|
336
|
Geneos Wealth Management
Englewood,
Colorado
|
$102K
|
+$19.7K
|
+820
|
+24%
|
|
|
337
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$90.7K
|
–
|
–
|
–
|
|
|
338
|
Sunbelt Securities
Houston,
Texas
|
$90.3K
|
+$21.5K
|
+895
|
+32%
|
|
|
339
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$88.4K
|
–
|
–
|
–
|
|
|
340
|
Ballast Advisors
Woodbury,
Minnesota
|
$85.3K
|
+$54.9K
|
+2,281
|
+183%
|
|
|
341
|
Asset Dedication LLC
San Francisco,
California
|
$78.5K
|
-$235K
|
-9,783
|
-75%
|
|
|
342
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$77.4K
|
-$90.2K
|
-3,750
|
-54%
|
|
|
343
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$73.7K
|
+$31K
|
+1,290
|
+73%
|
|
|
344
|
Barclays
London,
United Kingdom
|
$66.1K
|
–
|
–
|
–
|
|
|
345
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$58.7K
|
+$120
|
+5
|
+0.2%
|
|
|
346
|
Physician Wealth Advisors
Midvale,
Utah
|
$52.5K
|
+$52.2K
|
+2,170
|
New
|
|
|
347
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$51.6K
|
–
|
–
|
–
|
|
|
348
|
First United Bank & Trust
Oakland,
Maryland
|
$48.5K
|
–
|
–
|
–
|
|
|
349
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$48.4K
|
-$12K
|
-500
|
-20%
|
|
|
350
|
Sachetta
Lynnfield,
Massachusetts
|
$48.4K
|
–
|
–
|
–
|
|
