|
1001
|
Cambridge Trust
Cambridge,
Massachusetts
|
$81K
|
+$14.2K
|
+223
|
+20%
|
|
|
1002
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$79K
|
-$1.15K
|
-18
|
-1%
|
|
|
1003
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$79K
|
–
|
–
|
–
|
|
|
1004
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$79K
|
+$61.6K
|
+965
|
+291%
|
|
|
1005
|
Webster Bank
Waterbury,
Connecticut
|
$77K
|
–
|
–
|
–
|
|
|
1006
|
Oakworth Capital
Birmingham,
Alabama
|
$74K
|
+$6.71K
|
+105
|
+9%
|
|
|
1007
|
United Community Bank
Greenville,
South Carolina
|
$71.7K
|
+$13.4K
|
+210
|
+22%
|
|
|
1008
|
Washington Trust
Westerly,
Rhode Island
|
$71K
|
-$958
|
-15
|
-1%
|
|
|
1009
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$71K
|
+$7.79K
|
+122
|
+12%
|
|
|
1010
|
Norwood Financial
Honesdale,
Pennsylvania
|
$70K
|
–
|
–
|
–
|
|
|
1011
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$69K
|
+$73K
|
+1,142
|
New
|
|
|
1012
|
PSI Advisors
Tampa,
Florida
|
$67K
|
+$4.79K
|
+75
|
+7%
|
|
|
1013
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$67K
|
+$60.8K
|
+951
|
+638%
|
|
|
1014
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$66K
|
+$15.8K
|
+248
|
+30%
|
|
|
1015
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$65.8K
|
+$8.88M
|
+139,027
|
+15%
|
|
|
1016
|
Tacita Capital
Toronto,
Ontario, Canada
|
$65K
|
-$12.1K
|
-190
|
-15%
|
|
|
1017
|
First Financial Corp
Terre Haute,
Indiana
|
$65K
|
+$4.41K
|
+69
|
+7%
|
|
|
1018
|
New England Asset Management
Farmington,
Connecticut
|
$63K
|
+$66.1K
|
+1,035
|
New
|
|
|
1019
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$61K
|
-$5.49K
|
-86
|
-9%
|
|
|
1020
|
Sawyer & Company
Boston,
Massachusetts
|
$57K
|
–
|
–
|
–
|
|
|
1021
|
Global Financial Private Client
Sarasota,
Florida
|
$56.9K
|
–
|
–
|
–
|
|
|
1022
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$56K
|
-$22.7K
|
-355
|
-28%
|
|
|
1023
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$56K
|
-$3.64K
|
-57
|
-6%
|
|
|
1024
|
Founders Capital Management (Texas)
Houston,
Texas
|
$55K
|
–
|
–
|
–
|
|
|
1025
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$55K
|
–
|
–
|
–
|
|
