|
1876
|
Cobblestone Capital Advisors
Rochester,
New York
|
$225K
|
-$103K
|
-1,140
|
-32%
|
|
|
1877
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$225K
|
–
|
–
|
–
|
|
|
1878
|
Tompkins Financial
Ithaca,
New York
|
$225K
|
–
|
–
|
–
|
|
|
1879
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$224K
|
+$217K
|
+2,392
|
New
|
|
|
1880
|
Benin Management Corp
Wilton,
Connecticut
|
$224K
|
–
|
–
|
–
|
|
|
1881
|
|
$223K
|
-$14.1M
|
-155,776
|
-98%
|
|
|
1882
|
LVW Advisors
Pittsford,
New York
|
$221K
|
-$1.09K
|
-12
|
-0.5%
|
|
|
1883
|
Annapolis Financial Services
Annapolis,
Maryland
|
$221K
|
+$13.8K
|
+152
|
+7%
|
|
|
1884
|
First National Bank of Omaha
Omaha,
Nebraska
|
$221K
|
-$45.3K
|
-500
|
-18%
|
|
|
1885
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$220K
|
+$363
|
+4
|
+0.2%
|
|
|
1886
|
Everstar Asset Management
Mooresville,
North Carolina
|
$220K
|
+$212K
|
+2,340
|
New
|
|
|
1887
|
Kestra Investment Management
Austin,
Texas
|
$220K
|
+$212K
|
+2,340
|
New
|
|
|
1888
|
CVA Family Office
Denver,
Colorado
|
$219K
|
–
|
–
|
–
|
|
|
1889
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$219K
|
–
|
–
|
–
|
|
|
1890
|
TCFG Wealth Management
Laguna Niguel,
California
|
$217K
|
+$209K
|
+2,308
|
New
|
|
|
1891
|
Amara Financial
San Francisco,
California
|
$216K
|
+$209K
|
+2,308
|
New
|
|
|
1892
|
Boston Trust Walden
Boston,
Massachusetts
|
$216K
|
–
|
–
|
–
|
|
|
1893
|
Bank of Marin
Novato,
California
|
$215K
|
–
|
–
|
–
|
|
|
1894
|
Vident Advisory
Alpharetta,
Georgia
|
$215K
|
+$208K
|
+2,292
|
New
|
|
|
1895
|
Vickerman Investment Advisors
Spokane,
Washington
|
$215K
|
–
|
–
|
–
|
|
|
1896
|
TFG Advisers
Auburn Hills,
Michigan
|
$215K
|
+$363
|
+4
|
+0.2%
|
|
|
1897
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$214K
|
–
|
–
|
–
|
|
|
1898
|
American National Bank & Trust
Wichita Falls,
Texas
|
$214K
|
-$7.25K
|
-80
|
-3%
|
|
|
1899
|
HTLF Bank
Denver,
Colorado
|
$214K
|
–
|
–
|
–
|
|
|
1900
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$213K
|
+$19.6K
|
+216
|
+11%
|
|
