|
101
|
Rockland Trust
Hanover,
Massachusetts
|
$300K
|
+$297K
|
+5,974
|
New
|
|
|
102
|
Bank of New York Mellon
New York
|
$291K
|
-$33.3K
|
-669
|
-10%
|
|
|
103
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$281K
|
-$7.46K
|
-150
|
Closed
|
|
|
104
|
WealthSource Partners
San Luis Obispo,
California
|
$273K
|
+$270K
|
+5,434
|
New
|
|
|
105
|
Greytown Advisors
Miami,
Florida
|
$270K
|
-$79.6K
|
-1,600
|
-23%
|
|
|
106
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$262K
|
–
|
–
|
–
|
|
|
107
|
Calton & Associates
Tampa,
Florida
|
$227K
|
+$212K
|
+4,257
|
New
|
|
|
108
|
|
$215K
|
+$213K
|
+4,280
|
New
|
|
|
109
|
West Paces Advisors
Atlanta,
Georgia
|
$157K
|
+$33.6K
|
+675
|
+28%
|
|
|
110
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$115K
|
+$114K
|
+2,300
|
New
|
|
|
111
|
Geneos Wealth Management
Englewood,
Colorado
|
$89K
|
+$14.9K
|
+300
|
+20%
|
|
|
112
|
GAM Holding
Zurich,
Switzerland
|
$88K
|
+$87.5K
|
+1,760
|
New
|
|
|
113
|
Evercore Wealth Management
New York
|
$69K
|
–
|
–
|
–
|
|
|
114
|
Steward Partners Investment Advisory
New York
|
$59K
|
+$6.47K
|
+130
|
+12%
|
|
|
115
|
Foresters Asset Management
Toronto,
Ontario, Canada
|
$55K
|
–
|
–
|
–
|
|
|
116
|
SEI Investments
Oaks,
Pennsylvania
|
$52K
|
+$31K
|
+623
|
+149%
|
|
|
117
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$48K
|
–
|
–
|
–
|
|
|
118
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43K
|
+$15.5K
|
+312
|
+58%
|
|
|
119
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$30K
|
–
|
–
|
–
|
|
|
120
|
Strategic Wealth Partners
Independence,
Ohio
|
$30K
|
+$29.8K
|
+599
|
New
|
|
|
121
|
Financial Engines Advisors
Santa Clara,
California
|
$30K
|
+$29.8K
|
+600
|
New
|
|
|
122
|
MV Capital Management
Bethesda,
Maryland
|
$29K
|
–
|
–
|
–
|
|
|
123
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27K
|
+$13.7K
|
+275
|
+108%
|
|
|
124
|
WealthShield
Cary,
North Carolina
|
$25K
|
+$24.9K
|
+500
|
New
|
|
|
125
|
WealthShield Partners
Cary,
North Carolina
|
$25K
|
+$24.9K
|
+500
|
New
|
|
