|
201
|
Welch & Forbes
Boston,
Massachusetts
|
$257K
|
–
|
–
|
–
|
|
|
202
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$246K
|
+$439
|
+8
|
+0.2%
|
|
|
203
|
Stifel Trust
St. Louis,
Missouri
|
$242K
|
-$35.7K
|
-650
|
-13%
|
|
|
204
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$240K
|
+$110
|
+2
|
+0%
|
|
|
205
|
Chemical Bank
Detroit,
Michigan
|
$235K
|
+$15.9K
|
+290
|
+7%
|
|
|
206
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$230K
|
–
|
–
|
–
|
|
|
207
|
Raymond James Trust
St. Petersburg,
Florida
|
$226K
|
-$17.7K
|
-322
|
-7%
|
|
|
208
|
Regions Financial Corp
Birmingham,
Alabama
|
$210K
|
–
|
–
|
–
|
|
|
209
|
Reilly Financial Advisors
La Mesa,
California
|
$177K
|
–
|
–
|
–
|
|
|
210
|
New England Securities
New York
|
$147K
|
+$16.8K
|
+306
|
+13%
|
|
|
211
|
Private Trust Company
Cleveland,
Ohio
|
$136K
|
-$9.22K
|
-168
|
-6%
|
|
|
212
|
Creative Planning
Overland Park,
Kansas
|
$135K
|
+$106K
|
+1,924
|
+351%
|
|
|
213
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$111K
|
–
|
–
|
–
|
|
|
214
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$106K
|
+$110
|
+2
|
+0.1%
|
|
|
215
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$82K
|
–
|
–
|
–
|
|
|
216
|
WFG Advisors
Dallas,
Texas
|
$78K
|
-$10.9K
|
-198
|
-12%
|
|
|
217
|
Formidable Asset Management
Cincinnati,
Ohio
|
$76K
|
–
|
–
|
–
|
|
|
218
|
Focused Wealth Management
Newburgh,
New York
|
$70K
|
+$110
|
+2
|
+0.2%
|
|
|
219
|
Next Financial Group
Houston,
Texas
|
$52K
|
+$51.8K
|
+944
|
New
|
|
|
220
|
Washington Trust Bank
Spokane,
Washington
|
$49K
|
+$49.4K
|
+900
|
New
|
|
|
221
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$40K
|
-$8.57K
|
-156
|
-18%
|
|
|
222
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$40K
|
+$11K
|
+200
|
+38%
|
|
|
223
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$37K
|
+$110
|
+2
|
+0.3%
|
|
|
224
|
AllianceBernstein
Nashville,
Tennessee
|
$31K
|
-$30.8K
|
-560
|
-50%
|
|
|
225
|
Sandy Spring Bank
Olney,
Maryland
|
$31K
|
+$30.8K
|
+560
|
New
|
|
