|
301
|
Private Trust Company
Cleveland,
Ohio
|
$111K
|
+$120K
|
+1,819
|
New
|
|
|
302
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$110K
|
-$15.2M
|
-231,517
|
-99%
|
|
|
303
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$110K
|
–
|
–
|
–
|
|
|
304
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$109K
|
–
|
–
|
–
|
|
|
305
|
MV Capital Management
Bethesda,
Maryland
|
$106K
|
+$56K
|
+852
|
+95%
|
|
|
306
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$103K
|
+$197
|
+3
|
+0.2%
|
|
|
307
|
Whittier Trust
South Pasadena,
California
|
$96K
|
–
|
–
|
–
|
|
|
308
|
Selective Wealth Management
Forest,
Virginia
|
$94K
|
-$4.67K
|
-71
|
-4%
|
|
|
309
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$82K
|
–
|
–
|
–
|
|
|
310
|
CVA Family Office
Denver,
Colorado
|
$80K
|
+$66
|
+1
|
+0.1%
|
|
|
311
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$79K
|
–
|
–
|
–
|
|
|
312
|
Bartlett & Co
Cincinnati,
Ohio
|
$79K
|
–
|
–
|
–
|
|
|
313
|
First Horizon Advisors
Memphis,
Tennessee
|
$79K
|
+$64.2K
|
+976
|
+295%
|
|
|
314
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$78K
|
–
|
–
|
–
|
|
|
315
|
SOA Wealth Advisors
New York
|
$71K
|
–
|
–
|
–
|
|
|
316
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$70K
|
–
|
–
|
–
|
|
|
317
|
Pacifica Partners
Surrey,
Canada
|
$70K
|
–
|
–
|
–
|
|
|
318
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$69K
|
-$28.2K
|
-429
|
-28%
|
|
|
319
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$64K
|
+$23.6K
|
+359
|
+52%
|
|
|
320
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$62K
|
–
|
–
|
–
|
|
|
321
|
Biltmore Family Office
Charlotte,
North Carolina
|
$61K
|
–
|
–
|
–
|
|
|
322
|
Jones Financial Companies
Des Peres,
Missouri
|
$61K
|
+$65.7K
|
+1,000
|
New
|
|
|
323
|
Choate Investment Advisors
Boston,
Massachusetts
|
$56K
|
–
|
–
|
–
|
|
|
324
|
TCI Wealth Advisors
Tucson,
Arizona
|
$56K
|
+$45K
|
+685
|
+294%
|
|
|
325
|
SeaCrest Wealth Management
Purchase,
New York
|
$55K
|
+$59.5K
|
+906
|
New
|
|
