|
226
|
Northstar Investment Advisors
Denver,
Colorado
|
$974K
|
–
|
–
|
–
|
|
|
227
|
Boston Financial Management
Boston,
Massachusetts
|
$973K
|
–
|
–
|
–
|
|
|
228
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$970K
|
+$163K
|
+1,028
|
+18%
|
|
|
229
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$964K
|
+$1.04M
|
+6,559
|
New
|
|
|
230
|
Hollencrest Capital Management
Newport Beach,
California
|
$963K
|
-$1.04M
|
-6,558
|
-50%
|
|
|
231
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$955K
|
–
|
–
|
–
|
|
|
232
|
Alta Capital Management
Salt Lake City,
Utah
|
$939K
|
+$1.02M
|
+6,395
|
New
|
|
|
233
|
Abacus Planning Group
Columbia,
South Carolina
|
$932K
|
–
|
–
|
–
|
|
|
234
|
Crewe Advisors
Salt Lake City,
Utah
|
$925K
|
–
|
–
|
–
|
|
|
235
|
Evercore Wealth Management
New York
|
$922K
|
–
|
–
|
–
|
|
|
236
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$919K
|
–
|
–
|
–
|
|
|
237
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$901K
|
+$975K
|
+6,134
|
New
|
|
|
238
|
Rockefeller Capital Management
New York
|
$900K
|
–
|
–
|
–
|
|
|
239
|
Country Club Trust
Kansas City,
Missouri
|
$893K
|
+$965K
|
+6,075
|
New
|
|
|
240
|
CIBC Bank USA
Chicago,
Illinois
|
$864K
|
-$5.72K
|
-36
|
-0.6%
|
|
|
241
|
Principal Financial Group
Des Moines,
Iowa
|
$852K
|
+$921K
|
+5,799
|
New
|
|
|
242
|
Patten Group
Chattanooga,
Tennessee
|
$840K
|
-$61.8K
|
-389
|
-6%
|
|
|
243
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$796K
|
+$860K
|
+5,416
|
New
|
|
|
244
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$784K
|
+$848K
|
+5,339
|
New
|
|
|
245
|
Keel Point
Huntsville,
Alabama
|
$774K
|
+$318
|
+2
|
+0%
|
|
|
246
|
M&T Bank
Buffalo,
New York
|
$768K
|
+$830K
|
+5,227
|
New
|
|
|
247
|
IHT Wealth Management
Chicago,
Illinois
|
$749K
|
+$253K
|
+1,590
|
+45%
|
|
|
248
|
Hugh Johnson Advisors
Albany,
New York
|
$741K
|
+$5.08K
|
+32
|
+0.6%
|
|
|
249
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$735K
|
–
|
–
|
–
|
|
|
250
|
UMB Bank
Kansas City,
Missouri
|
$703K
|
+$38K
|
+239
|
+5%
|
|
