|
76
|
|
$342K
|
–
|
–
|
–
|
|
|
77
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$340K
|
+$340K
|
+20,365
|
New
|
|
|
78
|
Advisor Group
Phoenix,
Arizona
|
$337K
|
+$338K
|
+20,265
|
New
|
|
|
79
|
Joel Isaacson & Co
New York
|
$334K
|
–
|
–
|
–
|
|
|
80
|
|
$333K
|
–
|
–
|
–
|
|
|
81
|
Argent Trust Co
Nashville,
Tennessee
|
$327K
|
–
|
–
|
–
|
|
|
82
|
Chevy Chase Trust
Bethesda,
Maryland
|
$319K
|
–
|
–
|
–
|
|
|
83
|
MSI Financial Services
Springfield,
Massachusetts
|
$313K
|
-$118K
|
-7,060
|
-27%
|
|
|
84
|
American Economic Planning Group
Warren,
New Jersey
|
$312K
|
+$311K
|
+18,670
|
New
|
|
|
85
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$282K
|
-$104K
|
-6,260
|
-27%
|
|
|
86
|
Suntrust Banks
Atlanta,
Georgia
|
$282K
|
+$54.7K
|
+3,280
|
+24%
|
|
|
87
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$272K
|
–
|
–
|
–
|
|
|
88
|
Vicus Capital
State College,
Pennsylvania
|
$272K
|
–
|
–
|
–
|
|
|
89
|
US Bancorp
Minneapolis,
Minnesota
|
$267K
|
-$12.5K
|
-750
|
-4%
|
|
|
90
|
Fidelity Investments
Boston,
Massachusetts
|
$236K
|
+$236K
|
+14,135
|
New
|
|
|
91
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$236K
|
+$236K
|
+14,150
|
New
|
|
|
92
|
First Allied Advisory Services
San Diego,
California
|
$236K
|
+$236K
|
+14,185
|
New
|
|
|
93
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$234K
|
+$233K
|
+13,990
|
New
|
|
|
94
|
BancorpSouth
Tupelo,
Mississippi
|
$234K
|
+$233K
|
+14,000
|
New
|
|
|
95
|
Cribstone Capital Management
Augusta,
Maine
|
$214K
|
–
|
–
|
–
|
|
|
96
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$209K
|
-$208K
|
-12,500
|
-50%
|
|
|
97
|
Brown Brothers Harriman & Co
New York
|
$173K
|
-$173K
|
-10,350
|
-50%
|
|
|
98
|
|
$173K
|
+$2.75K
|
+165
|
+2%
|
|
|
99
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$129K
|
–
|
–
|
–
|
|
|
100
|
Winch Advisory Services
Appleton,
Wisconsin
|
$105K
|
+$105K
|
+6,305
|
New
|
|
