|
501
|
Central Trust Company
Jefferson City,
Missouri
|
$142K
|
-$2.58K
|
-23
|
-1%
|
|
|
502
|
TD Private Client Wealth
New York
|
$141K
|
+$3.37K
|
+30
|
+2%
|
|
|
503
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$141K
|
+$40.1K
|
+357
|
+34%
|
|
|
504
|
Asset Dedication LLC
San Francisco,
California
|
$138K
|
+$133K
|
+1,186
|
+239%
|
|
|
505
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$133K
|
-$1.91K
|
-17
|
-1%
|
|
|
506
|
Berman Capital Advisors
Atlanta,
Georgia
|
$129K
|
-$7.48M
|
-66,669
|
-98%
|
|
|
507
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$129K
|
–
|
–
|
–
|
|
|
508
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$118K
|
–
|
–
|
–
|
|
|
509
|
Raffa Wealth Management
Washington,
District of Columbia
|
$116K
|
–
|
–
|
–
|
|
|
510
|
Procyon Advisors
Shelton,
Connecticut
|
$115K
|
–
|
–
|
–
|
|
|
511
|
Sandy Spring Bank
Olney,
Maryland
|
$103K
|
+$120K
|
+1,070
|
+578%
|
|
|
512
|
RBC Europe
London,
United Kingdom
|
$100K
|
–
|
–
|
–
|
|
|
513
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$100K
|
–
|
–
|
–
|
|
|
514
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$99K
|
+$4.26K
|
+38
|
+3%
|
|
|
515
|
Manchester Financial
Westlake Village,
California
|
$98K
|
–
|
–
|
–
|
|
|
516
|
Squar Milner Financial Services
Irvine,
California
|
$98K
|
–
|
–
|
–
|
|
|
517
|
Key Financial Inc
West Chester,
Pennsylvania
|
$97K
|
+$133K
|
+1,182
|
New
|
|
|
518
|
Versant Capital Management
Phoenix,
Arizona
|
$96K
|
-$52.8K
|
-471
|
-29%
|
|
|
519
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$96K
|
–
|
–
|
–
|
|
|
520
|
TrueWealth LLC
Atlanta,
Georgia
|
$92K
|
–
|
–
|
–
|
|
|
521
|
Lazard Asset Management
New York
|
$90K
|
–
|
–
|
–
|
|
|
522
|
Bison Wealth
Atlanta,
Georgia
|
$90K
|
+$12.1K
|
+108
|
+11%
|
|
|
523
|
Arden Trust
Wilmington,
Delaware
|
$88K
|
-$659K
|
-5,871
|
-85%
|
|
|
524
|
Oakworth Capital
Birmingham,
Alabama
|
$84K
|
-$59K
|
-526
|
-34%
|
|
|
525
|
Wealthcare Capital Management
Richmond,
Virginia
|
$82K
|
+$13.7K
|
+122
|
+14%
|
|
