|
201
|
Webster Bank
Waterbury,
Connecticut
|
$819K
|
+$818K
|
+8,041
|
+114,871%
|
|
|
202
|
WMS Partners
Towson,
Maryland
|
$814K
|
–
|
–
|
–
|
|
|
203
|
Destination Wealth Management
Walnut Creek,
California
|
$802K
|
+$802K
|
+7,880
|
New
|
|
|
204
|
Albion Financial Group
Salt Lake City,
Utah
|
$801K
|
+$500K
|
+4,918
|
+167%
|
|
|
205
|
Private Trust Company
Cleveland,
Ohio
|
$797K
|
-$92.1K
|
-905
|
-10%
|
|
|
206
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$787K
|
+$337K
|
+3,310
|
+75%
|
|
|
207
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$755K
|
+$755K
|
+7,419
|
New
|
|
|
208
|
Transform Wealth
Greenwood Village,
Colorado
|
$732K
|
+$731K
|
+7,190
|
New
|
|
|
209
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$723K
|
-$40.5K
|
-398
|
-5%
|
|
|
210
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$718K
|
-$30.5K
|
-300
|
-4%
|
|
|
211
|
Penobscot Investment Management
Boston,
Massachusetts
|
$713K
|
–
|
–
|
–
|
|
|
212
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$690K
|
-$1.88M
|
-18,510
|
-73%
|
|
|
213
|
|
$686K
|
–
|
–
|
–
|
|
|
214
|
Coldstream Capital Management
Bellevue,
Washington
|
$673K
|
+$131K
|
+1,292
|
+24%
|
|
|
215
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$661K
|
+$661K
|
+6,495
|
New
|
|
|
216
|
M&T Bank
Buffalo,
New York
|
$617K
|
-$86.2K
|
-847
|
-12%
|
|
|
217
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$600K
|
+$563K
|
+5,531
|
+1,541%
|
|
|
218
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$598K
|
+$598K
|
+5,874
|
New
|
|
|
219
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$583K
|
+$149K
|
+1,460
|
+34%
|
|
|
220
|
Abbrea Capital
Greenbrae,
California
|
$580K
|
+$580K
|
+5,700
|
New
|
|
|
221
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$566K
|
–
|
–
|
–
|
|
|
222
|
AJ Wealth Strategies
New York
|
$564K
|
+$1.32K
|
+13
|
+0.2%
|
|
|
223
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$557K
|
–
|
–
|
–
|
|
|
224
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$552K
|
+$214K
|
+2,103
|
+63%
|
|
|
225
|
LVW Advisors
Pittsford,
New York
|
$519K
|
+$518K
|
+5,095
|
New
|
|
