|
1001
|
|
$150K
|
+$147K
|
+460
|
New
|
|
|
1002
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$149K
|
–
|
–
|
–
|
|
|
1003
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$147K
|
–
|
–
|
–
|
|
|
1004
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$147K
|
–
|
–
|
–
|
|
|
1005
|
Clean Yield Group
Norwich,
Vermont
|
$145K
|
–
|
–
|
–
|
|
|
1006
|
MCF Advisors
Covington,
Kentucky
|
$139K
|
-$3.2K
|
-10
|
-2%
|
|
|
1007
|
Resources Management Corp
West Hartford,
Connecticut
|
$137K
|
–
|
–
|
–
|
|
|
1008
|
Cambridge Trust
Cambridge,
Massachusetts
|
$136K
|
-$44.8K
|
-140
|
-25%
|
|
|
1009
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$133K
|
–
|
–
|
–
|
|
|
1010
|
Webster Bank
Waterbury,
Connecticut
|
$132K
|
–
|
–
|
–
|
|
|
1011
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$126K
|
–
|
–
|
–
|
|
|
1012
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$124K
|
-$52.8K
|
-165
|
-30%
|
|
|
1013
|
Jones Financial Companies
Des Peres,
Missouri
|
$122K
|
-$43.5K
|
-136
|
-27%
|
|
|
1014
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$117K
|
+$115K
|
+360
|
New
|
|
|
1015
|
State of Wyoming
Cheyenne,
Wyoming
|
$114K
|
-$101K
|
-315
|
-47%
|
|
|
1016
|
Fortis Advisors
Wayne,
Pennsylvania
|
$114K
|
–
|
–
|
–
|
|
|
1017
|
PFG Private Wealth Management
Lutz,
Florida
|
$109K
|
–
|
–
|
–
|
|
|
1018
|
NKCFO LLC
Geneva,
Illinois
|
$108K
|
–
|
–
|
–
|
|
|
1019
|
Sandy Spring Bank
Olney,
Maryland
|
$108K
|
+$106K
|
+332
|
New
|
|
|
1020
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$107K
|
-$223K
|
-696
|
-68%
|
|
|
1021
|
Manchester Capital Management
Manchester,
Vermont
|
$104K
|
–
|
–
|
–
|
|
|
1022
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$103K
|
–
|
–
|
–
|
|
|
1023
|
Field & Main Bank
Henderson,
Kentucky
|
$103K
|
+$17.6K
|
+55
|
+21%
|
|
|
1024
|
Zions Bancorporation
Salt Lake City,
Utah
|
$99K
|
-$174K
|
-545
|
-64%
|
|
|
1025
|
Summit Securities Group
New York
|
$99K
|
+$77.4K
|
+242
|
+397%
|
|
