|
101
|
Whittier Trust
South Pasadena,
California
|
$62K
|
+$63.3K
|
+1,491
|
New
|
|
|
102
|
Geneos Wealth Management
Englewood,
Colorado
|
$61K
|
-$588K
|
-13,856
|
-90%
|
|
|
103
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$59K
|
+$24.4K
|
+575
|
+67%
|
|
|
104
|
Pathstone Family Office
Englewood,
New Jersey
|
$55K
|
–
|
–
|
–
|
|
|
105
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$53K
|
–
|
–
|
–
|
|
|
106
|
IFP Advisors
Tampa,
Florida
|
$53K
|
+$55.4K
|
+1,306
|
New
|
|
|
107
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$49K
|
-$1.23K
|
-29
|
-2%
|
|
|
108
|
Price Wealth
Austin,
Texas
|
$48K
|
–
|
–
|
–
|
|
|
109
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$41.3K
|
–
|
–
|
–
|
|
|
110
|
Private Ocean
San Rafael,
California
|
$33K
|
+$33.1K
|
+781
|
New
|
|
|
111
|
North Star Investment Management
Chicago,
Illinois
|
$28K
|
+$28.9K
|
+681
|
New
|
|
|
112
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$25K
|
–
|
–
|
–
|
|
|
113
|
Oppenheimer Asset Management
New York
|
$24K
|
–
|
–
|
–
|
|
|
114
|
Steward Partners Investment Advisory
New York
|
$24K
|
+$7.17K
|
+169
|
+41%
|
|
|
115
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21K
|
-$1.57K
|
-37
|
-7%
|
|
|
116
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$19K
|
–
|
–
|
–
|
|
|
117
|
Oakworth Capital
Birmingham,
Alabama
|
$18K
|
–
|
–
|
–
|
|
|
118
|
Covington Capital Management
Los Angeles,
California
|
$17K
|
–
|
–
|
–
|
|
|
119
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$12.3K
|
–
|
–
|
–
|
|
|
120
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$11K
|
–
|
–
|
–
|
|
|
121
|
NVWM LLC
Yardley,
Pennsylvania
|
$10K
|
-$510K
|
-12,024
|
-98%
|
|
|
122
|
Citizens Financial Group
Providence,
Rhode Island
|
$10K
|
–
|
–
|
–
|
|
|
123
|
Golden State Wealth Management
Santa Ana,
California
|
$10K
|
–
|
–
|
–
|
|
|
124
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$10K
|
–
|
–
|
–
|
|
|
125
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$9K
|
+$9.38K
|
+221
|
New
|
|
